Description

Duration

2 Days

12 CPD hours

This course is intended for

It is appropriate for Managers, Executives, Project Managers, Business Analysts, Business and IT stakeholders working with analysts, Quality and process engineers, technicians, managers; supervisors, team leaders, and process operators.

Overview

Describe business process improvement (BPI) business drivers.Plan, manage and close requirements for a Business Process Improvement project Understand the essential elements of a successful BPI initiative.Identify candidate business processes for improvement.Understand the essential elements of a successful BPI initiative.Identify candidate business processes for improvement.Apply a methodology to business process improvement projects.

This 2-day course aims at introducing its attendees to the core values, principles, and practices of Business Process Improvement.

Introduction - A Business Process Improvement (BPI) Overview

Why are we here today?

What is BPI?

Benefits of BPI

Specific challenges/obstacles and successes

Process improvement examples:

Industry specific examples

Famous debacles to avoid and successes to emulate

Your role in helping to identify problems

Overview of the Joiner 7-Step Method

What is the Joiner 7-Step Method?

Walkthrough of the Joiner 7-Step Method

Template: Introduce and review Process Improvement Template

Case Study Exercise: Read and discuss introduction to the Case Study

Step #1: Initiate the Project

Types of business problems typically encountered at insurance companies and banks

How to recognize a business-related problem

Identifying the gaps (delta between current and future states)

Ownership of the project and the business problem

Defining measurable success criteria

Case Study Exercise: Complete the Problem Statement section (Step #1) of the template

Step #2: Define Current Situation

What are symptoms of a problem?

Looking for symptoms of the problem

Performing Stakeholder Analysis

Technique: View a RACI Matrix

Defining the impacts caused by the problem

Technique: Business Process Modeling (As-Is)

Understand how to draw an As-Is Business Process Model

Case Study Exercise: Complete the Define Current Situation section (Step #2) of the template

Step #3: Identify Root Causes

What are root causes?

Performing Root Cause Analysis

Technique: Fishbone Diagram using the cafeteria example

Case Study Exercise: Discuss a Fishbone Diagram

Technique: Pareto Chart (discuss and show example)

Case Study Exercise: Complete the Identify Root Causes section (Step #3) of the template

Step #4: Develop Solutions

Identifying options for problem resolution

Avoid jumping to conclusions

Technique: Brainstorming

Case Study Exercise: Conduct a Brainstorming Session

Recognizing pros and cons for each option

Technique: Kempner-Tregoe (?Must-Have? vs. ?Nice-to-Have?)

Case Study Exercise: Determine best solution using a ?simple? Kempner-Tregoe model

Case Study Exercise: Complete the Develop Solutions section (Step #4) of the template

Step #5: Define Measurable Results

Prototyping the solution

Technique: Business Process Modeling (To-Be)

Measuring results against the success criteria (Step #1)

Case Study Exercise: Review changes to an As-Is Business Process Model

Case Study Exercise: Complete the Define Measurable Results section (Step #5) of the template

Step #6: Standardize Process

Defining how the process will be documented

Plan and understand organizational readiness

Discuss how employees are empowered to identify and act upon their ideas

Identifying follow-up needs (i.e., training) for the staff that will be impacted

Technique: Communication Plan

Case Study Exercise: Complete the Standardize Process section (Step #6) of the template

Step #7: Determine Future Plans

Monitoring the process for Continuous Process Improvement (The ?Plan-Do-Check-Act? Cycle)

Understand how to sustain the improvements made by the Joiner 7-Step Method

Technique: PDCA form

Case Study Exercise: Complete the Determine Future Plans section (Step #7) of the template

Going Forward with a Plan of Action

Identifying process problems in your organization

Individual Exercise: Name three (3) possible areas for improvement

Prioritize and define the next steps

Individual Exercise: Using a new template complete Step 2 & Step 3 for one possible area for improvement you have identified

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BA20 - Business Process Improvement

By Nexus Human

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