Description
Whether it’s a single complex process or a collection of department processes, I’m here to support you with whatever your documentation needs are. You would like to map out your processes in detail or look at it from a high level? The first step to defining your processes involves documentation through the form of work instructions, job aids, process mapping, SIPOCs, SOPs, Reference guides, or forms. Visualizing the process from end to end allows you to see the bigger picture and understand where manual activities exist, gaps may lie, and opportunities for improvement reveal.
Scope:
- Review of any existing documentation for current processes
- Identify gaps and quick-win opportunities for improvement
- Provide documentation support to existing processes that utilize the SMART method to clearly define the end-to-end activity through work instructions, SOPs, reference/supporting documents, process mapping, SIPOCs, and Standard Work.
- Develop comprehensive documentation using MS Word with Document Version History or client company template, materials, and applications.
- Highlight areas where gaps exist, manual activities, redundancies, and bottlenecks.
- Consultant will facilitate/train/execute in live documentation meetings and collaborative working sessions of 1-2 hours per process depending on complexity.
Deliverables/Outputs:
- Comprehensive process documentation through agreed document type or format between Client and Consultant
- Detailed report with recommendations for improvement opportunities and automation
Timing:
Depends on Client’s needs and type of documentation needed.
Assumptions:
- This service assumes the client will provide timely access to process owners, subject matter experts, existing documentation, systems information, and required approvals.
- The consultant will document and standardize the agreed-upon process based on information provided during discovery, interviews, walkthroughs, and document review.
- Final approval, implementation, training, enforcement, and ongoing maintenance of the process documentation remain the responsibility of the client unless otherwise included in the scope of work.
- Additional processes, major revisions, automation, system configuration, training rollout, or process improvement implementation may require a separate scope, timeline, and fee.
