Process Capture/Documentation Workshop

Our Process Capture/Documentation Workshop focuses on documenting your organization’s processes through a quick, guided interaction with the organization’s employees who are engaged in that process. A Process Capture/Documentation Workshop consists of three parts:

Part 1: We have a 30-minute conversation with the client to determine the process to be documented. Management will be asked to provide a high-level set of tasks within the process that will be explicated and discussed in more detail during the workshop. At this high-level, most processes consist of 3 – 7 tasks. In the hiring process, for example, the high-level tasks might be: recruit applicants, interview applicants, evaluate applicants, make an offer. Of course each of these tasks have a number of associated sub-tasks. The sub-tasks will be addressed and documented during the Process Capture Workshop.

Part 2: We conduct a 3 – 4 hour face-to-face workshop with employees involved in working the tasks within the process chosen in Part 1, starting with the high-level tasks provided by management. For each task, we drill down to the details of the sub-tasks to document all the components of the process, including the duration of each task. Our software specialist uses our Knowledge Capture Pro software to provide a model of the process — an organized pictorial view of the process steps, including decision points — while our trained analyst guides the discussion. A previous client reported that in our workshop they documented a process in 4 hours, where it had previously taken them 40 hours.

Part 3: A few days after the workshop we provide to the client a report of the entire process that has been documented. We provide both textual and pictorial documents which delineate all tasks, sub-tasks, decision points, task durations, and critical paths. Clients also have access to a digital model of the process so management or employees can make further modifications to the model using our Knowledge Capture Pro software.