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Process Mapping - Session One Northwest Vista College

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1 Process Mapping - Session One Northwest Vista College
Marlene Masten, instructor

2 Welcome! A valuable tool An investment by your employer
4 hours with break(s) – get back on time! Instructor-led discussion, audience participation, activities, exercises Participant’s Guide – left margin for notes Glossary and Appendices – back of Guide

3 Your Instructor Marlene Masten
Former teacher, past and current professional education and training Industrial engineer, project and personnel manager, consultant – more than 21 industries and 14 countries Current local business consultant and animal rescue volunteer

4 Getting to Know You Name? What department are you with?
How long have you been with NVC / ACCD? What do you want out of this class?

5 After this portion of the class, you will be able to:
Course Objectives After this portion of the class, you will be able to: Understand the benefits of process mapping. Identify different levels of processes (detailed versus high-level). Understand how to collect the data necessary for basic mapping – no small task!

6 Course Objectives Achieved Through:
Your instructor’s skill and experience Hands-on experience Group and independent exercises Guide for reference Questions and answers

7 Course Agenda First Session Introduction and overview
Defining what is a process and what is process mapping Mapping benefits Getting started Collecting data

8 Your Guide continues with:
Course Agenda Your Guide continues with: Opening the process mapping toolbox Choosing the right tool for the task at hand Analyzing the process Documenting findings

9 Why Do All This? Get a better understanding of your department’s processes. Focus on core processes and identify ways to improve. Enable all departments to use one tool and one consistent, continuous process when looking at how they provide services to meet their clients’ expectations. Focus your attention on wasted time and energy.

10 Overview of the “Process Approach”
Enables client satisfaction and consistency Formal and disciplined – to identify, understand, manage the activities and elements required by clients Meet requirements 100% of the time

11 Teams who use this method:
Process Management Teams who use this method: Understand “who” and “what” and “why” Document Measure Implement and improve

12 Today’s Focus Documenting how work is done
Allowing focus on core processes, enabling identification of opportunities for improvement Your Guide continues with more exercises & guidelines on two other mapping techniques.

13 Define “process” (p. 5) “A series of actions or operations which lead to an end” (Webster’s Dictionary) Example: What process is used to drive a car? Open door, sit, close door, foot to brake, seatbelt on, insert key, disengage parking brake … Are there any alternative steps or methods?

14 Define “process map” (p. 6)
“A graphic representation of a process, showing the sequence of tasks, using standard flowcharting symbols” Standard, so anyone who picks it up can understand it. Document: What is really done What takes time What uses resources

15 “Typical” Map How can people get to work? Alternate paths possible?
LEGEND Railroad Schools Government Bldgs High School Franklin St. Post Office Johnson’s Creek City Hall First St. Thrid St. Broadway Elementary School Winding Way Police Station Library Utopia Rd. Middle School How can people get to work? Alternate paths possible?

16 Benefits of Process Maps (p. 6)
Objectively describe how activities are done Document control points (like intersections) Show where variation exists (how many routes are possible) Investigate where problems may occur Highlight “handoffs” (go from one city to another)

17 More Benefits of Process Maps
Train others on processes Develop process thinking Logically identify areas that need to be improved (and with proof!) Identify best practices Monitor and update the process when conditions change

18 process map = “flowchart” a “visual picture” of a process
Review – Process Maps “A graphic representation of a process, showing the sequence of tasks, using standard flowcharting symbols” process map = “flowchart” a “visual picture” of a process

19 Example: Doing the Laundry
See in Guide, p.8 - EXAMPLE

20 Flowcharts show: Process as a whole Sequence of steps
Relationship between steps Beginning and ending steps – the boundaries of the process

21 Please answer the questions in your Guide, p.8-9

22 Common Types of Flowcharts (p. 10-11)
Basic / Detailed (“Value Stream”) Swim Lane (“Deployment”) Spaghetti (“Transportation / Work Flow”)

23 Flowcharting Highlights
The basic steps are the same no matter what type of map you use. Strive for a level of detail that is useful to your project – no more, no less. Example: “sort clothes” isn’t helpful to someone new. You’d get pink laundry.

24 What to Map? Series of activities or steps contributing to the final result or output Start and end of a process (boundaries) Interfaces / transition points / handoffs Inputs & outputs “Ownership” Applies to every organization. Note that boundaries lead to interfaces.

25 Who is responsible and accountable for the results?
Process Ownership Department? Individual? Who is responsible and accountable for the results?

26 Core, Sub, and Activity Level Processes
CORE PROCESS SUB-PROCESS TASK ACTIVITY Possible to have one owner at each level Full definitions in Glossary

27 Please answer the questions in your Guide, p. 12-13

28 The SIPOC Form A process snapshot that captures information that will help you determine where that process begins and ends. Supplier INPUT Process OUTPUT Client SEE EXAMPLE in appendix Suppliers (internal or external, vendors or another dept), inputs, process, outputs, clients (internal or external)

29 Creating a SIPOC Form Identify process boundaries and key activities at a high level Identify key outputs and clients for each output Identify inputs and suppliers for each input

30 SIPOC Diagram Format Supplier(s) Input(s) Core process Output(s)

31 Please answer the questions in your Guide, p.15-16.
Then discuss answers with the person next to you.

32 GROUP ACTIVITY Please close Guides.

33 Group Activity Wrap-up
Answer the questions on p. 17 in your Guide. How did it feel to wear a blindfold? Thoughts and feelings as moved around: navigator versus seeing impaired person? What did you wish your partner could have said to help you: navigator versus seeing impaired person? What did the observers notice about the interaction between the navigators and the seeing impaired persons? What could have been done to alleviate the navigator’s thoughts and fears? What could have been done to minimize the seeing impaired person’s degree of frustration?

34 Group Activity Wrap-up
Navigators had information – their partners did not. What does this exercise suggest about gathering information? Or even how to interview people about their work?

35 But remember - NO JUDGMENT ALLOWED!
Interviewing Before mapping, you need to: Interview and/or watch the people actually doing the work Interview their supervisors and/or managers Leaders clarify scope, involved areas, types of measurement, rationale, and related information. But remember - NO JUDGMENT ALLOWED!

36 Data Collection: Performing Interviews
Ride-along – observe an individual and probe for more details versus Panel – get information from a group of people all at once

37 Data Collection Matrix
Required in interviewing “Process Activity” = work being done “Input(s)” = materials, equipment, info, environmental conditions required “Output(s)” = product(s)/service(s) created or handed off “System(s)” = digital information accessed or reviewed to perform an activity “Reference(s)” = manuals, cheat sheets, etc., used to understand how to complete steps APPENDIX E

38 Data Collection: Ride-along Interviews
DO: Observe Take notes Ask for clarification, more detail Use Data Collection Matrix Watch for hidden steps (job aids, cheat sheets, etc.) Check often for understanding DO NOT: Make assumptions Add detail when it is not there “Correct” the process

39 Data Collection: Panel Interviews
DO: Use checklist on p. 19 Facilitate by asking leading questions Give everyone a chance to participate Ask for clarification, more detail Check often for understanding Seek consensus Use Data Collection Matrix DO NOT: Make assumptions Add detail when it is not there “Correct” the process Get too caught up in the format – most people haven’t been trained to use this technique

40 Panel Interviews Use post-it notes for each person to put on blank flipchart, whiteboard, or table. Clean up – eliminate duplicates, combine similar ideas, agree on wording. Use consistent level of detail. Remember: You are only collecting information. NOT an audit, check for compliance - NO judgment

41 Data Collection: Checklist
Planning ensures your time and your interviewees’ time is best spent. Use the checklists (p. 18, 19, & Appendix D) to make sure all of your bases are covered. Practice inquiry techniques (Appendix C) REVIEW EACH FORM ABOVE WITH CLASS

42 Review: Apply What We’ve Learned

43 Review Role Play: Apply What We’ve Learned
Part One Get into pairs and turn to p.20 Choose an interviewee versus interviewers Introduce yourself and the project’s scope Use verbal walk-through to get information Complete SIPOC Form Collect data using Ride-along interview method and the Data Collection Matrix Check for understanding HOW TO MAKE MACARONI

44 Review Role Play: Apply What We’ve Learned
Part Two Record your group’s sub-process steps on sticky notes and put on classroom wall. Present your results to the class.

45 “Done” = subjective Quality check? Measurements? What boxes can be improved? (12, 19, 22, 23) How did your pair do? What was difficult? What was easy? Are you comfortable with what we’ve learned this morning?

46 Exercise Check Inputs: Outputs: Pot Stove Water Mac box Butter Milk
Spoon Strainer Plate/bowl Measuring cup Sink Outputs: Mac ready to eat Empty box Dirty pan Dirty spoon Dirty pot Dirty strainer Dirty measuring cup Dirty water

47 When Studying Any Process:
Define core process using SIPOC Form Interview / observe Complete Data Collection Matrix Map Analyze for accuracy

48 Process Mapping Toolbox
CONSISTENCY All maps use the same basic steps. Flowcharts use symbols to represent different kinds of process steps.

49 Common Flowcharting Symbols
Direction of flow Starting, stopping, or control point Decision point Processing Input or output (optional)

50 *As a class, review flowchart in your Guide.
p. 23

51 ? Decision Diamonds Always pose a question – inspection or choice
Lead to two or more paths Are best if you can put into yes/no format Use objective criteria, not subjective

52 Basic Flowcharts with Detailed Steps Show:
Sequence and relationship of steps Different types of actions with different shaped boxes Decision points Steps taken when things go wrong Most common type of flowchart

53 Use Basic Flowcharts When You Need To:
Understand, improve, and standardize a process. Show sequence and relationships in detail. Identify where people are doing things differently Highlight decision points. Use when a SINGLE organization or person is responsible for most steps in a process.

54 Critical Components of Basic Flowcharts
Process name Date of creation or update (version) Name of person or group creating it (contact) Clear start and end points (boundaries) Clear direction flow Consistent level of detail Numbered steps Key of symbol definitions

55 Basic Flowcharts - Steps
Clarify purpose Decide level of detail Write down all steps Decide start and end steps Arrange steps’ sequence Check for completeness Identify decision points (diamonds) Develop alternate paths for decision points Add flow lines and arrows Number each step

56 *Tips for Basic/Detailed Flowcharts
Walk the process. Draw first drafts manually. Use numbered reference sheets. Always date or provide version #. Maintain version control. Create a “parking lot” folder. Concentrate on process, not symbols. Ask lots of questions. p. 26

57 More Tips for Basic Flowcharts
Avoid confusion Identify contact(s) and boundaries Follow the flow and spot problems Note reference points Be sure it is easy to interpret


59 Multiple endings

60 *Let’s Practice Once More
Using the steps in your Guide and examples given in class, create a detailed flowchart for how to pay your credit card bill with a check (p. 29). Follow along in your Guide, using the instructions and all forms provided. P. 28 Can’t dead-end: must have a trigger to look at it again. What’s the preferred way to do this?


62 Detailed Flowchart Activity Debrief
It’s not easy to maintain a consistent level of detail. It’s not always easy to show different paths. Steps often need to be moved as you get clearer about the sequence. Numbering the steps is usually arbitrary.

63 To Remember: Selecting the start and end points provides boundaries for the flowchart. It’s easier to follow when it has a consistent level of detail. Be sure you make it clear where decisions are made in the process. Sequence is shown by flow lines and arrows.

64 How Much Detail? The more detail you have, the more information you have about how a process actually works. Lots of detail is necessary when it is absolutely critical the process be done exactly the same way each time. Weigh costs and benefits – detail takes time. Don’t get bogged down … or your users!

65 Analyzing the Process Review the categories of:
Who, what, when, where, why People, material, machine, environment, methods Map to see where can improve Have redundant steps? Do things in parallel? Reduce customer wait time or cycle time? Map to document how things are done here Get right level of detail? Is it accurate?

66 All Good Flowcharts Should Have:
Process name Date of creation or update (“version”) Name of person or group creating it Clear start and end points Clear direction flow Consistent level of detail Numbered steps Key of symbol definitions “Parking lot” folder See appendix checklist for reference.

67 Remember the Steps Review the process and its boundaries
Identify chart type to use Have participants identify steps Use note/card per step, with chosen symbol Arrange steps in order Eliminate duplicates Determine and maintain consistent level of detail Number each step Transfer flowchart to paper or computer Check for completeness

68 Wrap-Up Final thoughts or questions? Thanks for coming! 1130

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