Process Mapping and Analysis Fundamentals

Module 1: Foundations and scoping a process

• Process vs procedure vs work instruction in plain language
• Define purpose, start and end, customers and outcomes
• SIPOC to align on suppliers, inputs, process, outputs, customers
• Set a simple success measure and a fact finding plan

Module 2: Mapping techniques that people can read

• Basic flow map symbols and when to keep it simple
• Swimlanes for roles, systems, and handoffs
• Tips for naming, flow direction, spacing, and alignment
• House style checklist so maps look consistent

Module 3: Gathering facts and pain points

• Capture steps, variants, and exceptions from front line views
• Time, volume, and error data at a beginner level
• Spot rework loops, queues, and unclear decision points
• Record risks, controls, and compliance needs

Module 4: Analyze what the map is telling you

• Bottlenecks, wait times, and batching trade offs
• Waste types like overprocessing, motion, and overproduction
• Root cause basics using 5 Whys and simple cause or effect notes
• Prioritize issues by impact and ease

Module 5: Redesign principles and quick wins

• Remove, simplify, standardize before you automate
• Clearer handoffs, roles, and decision rules
• Error proofing ideas and better forms or inputs
• Define quick wins vs larger changes

Module 6: Light metrics and readiness to change

• Choose few measures lead and lag that fit the goal
• Baseline and target with realistic ranges
• Risk, compliance, and control updates after redesign
• Simple experiment or pilot outline

Module 7: Document and align with stakeholders

• Before or after map pair and short narrative
• RACI snapshot for responsibilities
• Change impacts on people, tools, and data
• Feedback plan and agreement on next steps

Module 8: Handover and sustaining improvements

• Action list with owners, dates, and checkpoints
• Visual management ideas for ongoing tracking
• Versioning, storage, and access to process assets
• Review cadence and continuous improvement loop