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Here is an outline for running a successful Process Improvement workshop

  • Introduction (max 15 mins)
  • Workshop goals
  • Participants and roles
  • Expected results and follow on
  • Review of target processes for improvement (1 hr)
    • Participant validation of current analysis
    • Documentation of variation from current analysis
  • Business Process Improvement objectives/goals (30 mins)
    • Capture of new objectives/goals and KPIs
    • Prioritization and agreement of objectives/goals
  • Business Process Improvement ideas/brainstorming (30 mins) for example:
    • Changing order/number of tasks
    • Automation of existing manual processes
    • Reducing number of resources required
    • Document each idea as it comes up and then determine if they can be combined to achieve the group goals/objectives
  • Facilitate how these will be implemented and gain agreement (30 mins)
    • Document key elements of the change (electronically or via white board)
    • Ask for and gain consensus that these will be results of workshop and measured against KPIs
  • Summary and next stages (15 mins)
    • Verbally confirm agreements and additional actions (ensure that these are documented)
    • Determine date with participants when they will next review the IMPROVED Business processes individually and as a team
    • Make sure the Champion/Exec supports and agrees with the outcome from the workshop
    • Thank everyone for their valuable time and participation

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