The last in this series of Process Design Tutorials is a sample Business Process Template that you can use to get started. We’ve also partnered with Klariti Ltd and designed some very detailed Microsoft Word and Visio templates that provide an excellent framework for writing process narratives (Word) and also diagramming the process maps (Visio).

In the meantime, these are some of the areas you need to cover in your process maps. The emphasis here is on capturing how the process works in words.

Business Process Design Template

I will try to add some guidelines for creating Visio templates next week.

Business Process Template

Process ID

Identify the process according to the company’s naming convention guidelines, e.g. nn-nn -nn

Process Name

Name of Business Process

Author

Enter the name of the Author(s)

Created On

Enter the date according to the company’s naming convention guidelines, e.g. dd/mm/yyyy

Date

When the business process document was originally created

Version

Enter the version number for this process.

Description

Brief description of the business process

Goal

Indicate the ultimate goal of the business process i.e. value-add of the process

Activity

Name of activity under which this step is performed

Action

Name of the action for which the step is performed

Prerequisites

Requirements that must take place for this step to execute

Actor(s)

Actor(s)/entities which executed this step

Start Event

You can start a business process in more than one way. A Start event can be either: None, Message, Timer, Rule, Link, and Multiple.

Inputs

Indicates the inputs and its medium required by the process

Outputs

Describes the end output of the process

Complexity

Describes the complexity level of the business process, usually Low, Medium or High

Duration

Indicates the average life span of the business process from start to end

Steps

Indicates the total no. of steps the process takes to complete. Details of individual steps are documented in separate process narratives

Frequency

Indicates how frequently the process is executed

Capacity

Maximum output rate of the process measured in units produced per unit time.

Effort

It is the actual effort time the process takes to complete

Cycle Time

Total time the process takes to complete.

Optional/Mandatory

Indicates whether each step is Optional or Mandatory

Complexity

Indicates the level of complexity involved in performing this step

Supporting Systems

Indicates any supporting (manual or automated system involved in performing the steps

Related Documents

Identify any related documents for this process, such as forms, policies, guidelines, and Sarbanes Oxley control documents.

FYI: Business Process Design Templates

You can download the completed version of these business process templates over here:

As I mentioned above, we’ve partnered with Klariti Ltd (www.klariti.com) and released some very detailed Microsoft Word and Visio templates. These are on sale for only $9.99 until month end – it’s the promotional price – and after that they go back up to $29.99.

They include process narratives (Word) process maps (Visio) and Excel spreadsheets for controlling your projects.

Why not pop over here and take a look:

http://www.klariti.com/business-process-design-template/

PS – If you’ve found this article useful, please consider giving us a Digg or StumbleUpon.

Regards,

Ivan

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