Template for Planning or Improving a Business Process

Use this template to plan a new  business process or to guide the improvement of an existing process.

1. Name of the Process ____________________________

(Tip: Include a verb in the heading to improve clarity).

2. Purpose of the Process

(In 1 to 2 sentences (but no more than 2), explain the purpose of the procedure.  When explaining the purpose of the procedure, try to avoid using any of the terms used in the heading for the procedure (just as you would do when defining a term).

______________________________________________

______________________________________________

______________________________________________

 

3. If needed, present the policy that guides the procedure.

A policy follows this format:

a. States the purpose in 1 or 2 sentences.

b. States the rule to follow, in 1 or 2 sentences.

c. States to whom the policy applies. This is usually written as “This policy applies to …” then states the job titles or classes of individuals to whom it applies.

d. State who administers the policy.

4. Provide step-by-step instructions for implementing the procedure.   ia for the work.

Task How should it be performed (list steps) For each step, list who is responsible for performing it If work is to be provided, state what should be provided and what the other party should do if the work does not meet these specifications
       
       
       
       
       
       
       
       
       

 

5. Explain how to handle known issues, such as exceptions to the policy and problems that could arise during the procedure.

Known issue 1: __________________________________

What is the issue?

Why might it arise?

Who is responsible for addressing it?

How should they address it?

Known issue 2: __________________________________

What is the issue?

Why might it arise?

Who is responsible for addressing it?

How should they address it?

Known issue b: __________________________________

What is the issue?

Why might it arise?

Who is responsible for addressing it?

How should they address it?

6. Name related procedures:

1.  ___________________________________________

2.  ___________________________________________

n.  ___________________________________________

© Copyright 2012. Saul Carliner. All rights reserved. If sharing or excerpting, should be properly cited.

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About idmodelsandprocesses

Exploring, reporting, teaching, and advising on learning and communication for the workplace and consumers. saulcarliner.wordpress.com
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