Process and Procedure Documentation

1. Process and Procedure Documentation Getting Started

2. Agenda • Why document processes and procedures? • What is process and procedure documentation? • Who creates and uses this information? • When should it be written and updated? • How are processes and procedures documented?

3. WHY?

4. WHY? • Governance/Minimize Risk • Compliance • Communication • Continuity/Repeatability • Education • Process Improvement

5. WHAT?

6. WHO?

7. WHO Participates in Creating this Documentation? • EVERYONE involved in the process or procedure • Managers • Team Leads • Staff doing the work or impacted by the work • Include ALL departments and divisions impacted • Consultants may assist

8. WHO Uses this Documentation? • EVERYONE! • Management • Customers • Staff Employees • Legislators • Regulators • Auditors • Partners/Consultants

9. WHEN?

10. WHEN?

11. HOW?

12. Know your subject matter Highest Level First Keep it SIMPLE! Organized Manual Skill Level Consistency Standardized Format

13. Summary • Why – What – Who – When – How • KEY ELEMENTS OF SUCCESS: • Supported priority of management • Objective is to gain value from the documentation process • Set realistic expectations

14. NEXT STEPS? • Create an Action Plan! • Determine staff responsibilities and training needs • Create work teams • Define and prioritize processes • Inventory existing documentation • Involve all appropriate departments • Draft documentation • Review and finalize documentation • Establish annual review process • Establish and monitor measures