MENU Documenting & Optimizing Business Processes
How to Standardize Your Best Practices
A One-Day Virtual Seminar
Process Documentation is the essential foundation for operational excellence, scalable growth, and maximum ROI for IT projects. Creating effective documentation and SOPs is about much more than drawing boxes on a process map; it is about capturing the “special sauce” that makes your organization unique to its customers.
Attend this one-day seminar based on Orion’s 30+ years of experience.
Why Process Documentation is Vital
An organization –any organization– is a collection of processes. These processes are the natural business activities you perform that produce value, serve customers and generate income. Unfortunately, over time, these processes become cluttered.
For example, exceptions that were needed for a specific customer become global — whether they add value or not. Managers tweak the process on an ad hoc basis and teach new employees process variants. When new offices are opened or acquired, the “same process” is executed in very different ways.
As a result, inefficiency becomes baked into operations. Profitable growth is stymied. Customers and employees become frustrated. Critical knowledge walks out the door when experienced team members retire. Your organization grows on the top line, but profits, customer satisfaction, and employee retention remain stagnant.
Fortunately, process documentation provides a way out of this trap by streamlining and standardizing your best practices.
What You Will Learn
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How to align Process Documentation format with business goals
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Identify and engage key stakeholder (managers, SMEs, internal customers and suppliers)
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Collect information up front that will make documentation workshops highly productive
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Conduct Process Documentation workshops (or interviews)
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Validate and socialize work products before you finalize
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Establish a system to govern, update, and communicate best practices
Who Should Attend
You will benefit most from this learning experience if you are a (an):
- Manager (any manager) who needs to improve consistency, efficiency, or customer satisfaction
- Business leader who needs the organization to efficiently “scale up” during growth
- Process Owner or Business Analyst
- Preparing for an IT upgrade, knowledge management, ERP or transformation project
- Actively involved in your organization’s performance improvement, Lean or Six Sigma efforts
Having “one true process” we can trust has unlocked growth and improved customer –and employee– satisfaction.
Gain The Skills You Need to Make Process Documentation an Impactful Tool for Your Organization
This practical, how-to-do-it seminar will arm you with the skills you need to plan and execute a process documentation project that captures your team’s business wisdom, eliminates obvious inefficiencies, and establishes the standard of how work should be done by all performers across all locations.
Seminar Outline
- Planning to Deliver Business Value
- Value propositions of process documentation
- Selecting the most useful elements
- SOPs and exceptions
- Process and system maps
- Responsibilities and risks
- Determining format and access requirements
- Planning for governance
- Scoping the Process Documentation project
- The Process Documentation Process
- Identifying subject matter experts
- Setting the table for success
- Conducting process documentation workshops
- Eliciting vital information
- Resolving operational conflicts
- Capturing problems and ideas
- Converting knowledge into useful maps, SOPs, etc.
- Distribution and Governance
- Validation and socialization
- Choosing the best repository platform
- Living Documents: Ongoing updates and governance
Credits: Up to 6 PDUs / 6 CPE hours for ABPMP re-certification
Register
Fee
Standard = $695 per person. Early Bird Discount = $495 per person until December 31, 2025.
Want to Learn More?
Complete the form below to schedule a meeting or call Orion at (800) 510-2117. Let’s explore how you can leverage Orion’s expertise to achieve your process documentation and professional development goals.