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 Simplification of Work Procedures (M1036) QR Code

Simplification of Work Procedures


All business activities are governed by work procedures. Much effort is spent on looking at how to establish and carry out procedures, and, while this is important, it sometimes overshadows the importance of effectively capturing and documenting the optimum method of carrying out the procedure.

This practical course shows how to design, develop, manage, control, implement and monitor work procedures and associated Management System documents such as work instructions, forms, labels and tags. It will also shows how to analyse and simplify procedures.

Unique features of this seminar:

  • Presents a wholistic approach to typical Management System documentation structures, creation, implementation, management and review.
  • Focus on the need for clarity and how to achieve it.
  • Hands-on procedure and other documentation writing.
  • Explains how to analyse procedures in order to simplify them.

Training will involve a high level of interaction and delegate participation. The intention is that the trainer will explain issues, using real examples, but will then involve the delegates in discussion, examples and workshops, using the information provided.

The Goals:

  • Explain the purpose and advantages of a documented Management System.
  • Explain a typical Management System documentation structure.
  • Provide an understanding of how management documentation (policies, procedures, work instructions etc) are developed.
  • Consider who needs to be involved in the process of developing such documentation.
  • Explain the sections in each type of document, and the purpose and content of each section.
  • Show how to write clearly each type of document, with specific emphasis on procedures.
  • Show how to use process flowcharts in procedure writing.
  • Explain how to analyse process flow charts with the aim of simplifying the procedure.

It will be of benefit to:

  • All staff involved in writing procedures or other work process related documents.
  • Those managing the procedure/Management System documentation.
  • Those involved in auditing work procedures/documentation.

The Benefits:

  • Increased understanding of the benefits of using procedures.
  • Knowledge on how to develop an appropriate documented Management System.
  • Develop authoring skills, which will be useful tools in all types of management system documentation creation, to help ensure concise, accurate and complete documents.
  • Ability to analyse and improve procedures and work instructions.
  • Understand the importance of managing and auditing the Management System documentation.

The Results:

This programme will provide you with the skills to enable you to:

  • Apply a logical methodology to the structure of work and Management System docum.entation.
  • Expand the expertise of personnel involved in developing simple procedures and other Management System documentation allowing project and general management teams to be more effective.
  • Assist in the planning and development of management system documentation.
  • Develop and implement common optimal ways of working resulting in increased effectiveness and efficiency.
  • Begin to monitor the effective implementation of the Management System.
  • Analyse and improve procedures.

The Core Competencies:

  • Understanding the purpose of Management Systems and their documentation.
  • Developing an appropriate structure of Management System documentation.
  • Developing effective procedures, policies and other documentation types.
  • Evaluating, analysing and improving Management System documentation.

The Programme Content:

Day One:

Introduction: The Business Need for Procedures:

  • Introduction.
  • Management Systems: Why we need them and what they are:
    • What all organisations need to do.
    • Customers and meeting their requirements.
    • The 5 main work quality issues.
    • Management systems concepts.
    • The need for documentation.
  • Management System Structure.
  • Policies.
  • Purpose, customers and content.
  • Writing policies.

Day Two:

Designing and Developing Procedures:

  • Preparing to document the Management System.
  • Procedures part 1:
    • Purpose, customers and content.
    • Writing procedures.
  • Guidance on writing clear, concise procedures.
  • Procedures part 2.

Day Three:

Documentation Standards and Control:

  • The influence of ISO9001 and other related standards.
  • Work instructions:
    • Purpose, customers and content.
    • Writing work instructions.
  • The Management and control of Documents.
  • Forms.
  • Purpose, customers and content.
  • Developing forms.
  • Purpose, customers and content.
  • Designing Tags and labels.
  • Electronic tagging.
  • Tags & labels.
  • Records: what they are and their importance.

Day Four:

Analysing and Simplifying Procedures:

  • The use of Flowcharts:
    • The problem with text and how the flowchart solves it.
    • What is a flowchart.
    • Flowchart symbols.
    • How to draw a flowchart.
    • How to interpret a flow chart.
    • Value added maps.
    • Functional Deployment.
  • The eleven steps to analysing and simplifying procedures.

Day Five:

Planning System Development & Ensuring its Integrity:

  • Planning the development of a Management System:
    • The need for a plan.
    • Which procedures do we write first? why?.
    • Management support.
    • Documentation lifecycle.
  • Management System review: the power of auditing.

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