Archive for November 23, 2015

Requiring Process Documentation

In today’s regulatory environment, almost every industry has requirements related to documenting the organization’s processes. Regardless of whether your industry has yet to require process documentation, getting started will reap the many other benefits for documentation of your processes.

Need help with your process documentation? Contact Charlene Aldridge at 972.447.9787 or CharleneAldridge@aldridgekerr.com to discuss how we can assist you.

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Document processes to identify issues

Documenting an existing process is an excellent method to identify the potential issues within its process steps. As the existing process is documented, consider the following:
• Are the most appropriate Staff performing the steps within the process?
• Is the order of the steps causing inefficiencies, increasing probability of errors, and/or creating confusion?
• Is the process being performed at the appropriate time of day, month, or year?

By documenting how a process is presently being performed, it becomes clearer where there are opportunities for improvements in efficiency and effectiveness.

Need help documenting your processes? Contact Charlene Aldridge at 972.447.9787 or CharleneAldridge@aldridgekerr.com to discuss how we can assist you.

And, be sure to sign up for our newsletter

Minimize Knowledge Gaps

In our most recent newsletter, we discussed how documentation can be a resource to minimize knowledge gaps. Unfortunately, there are circumstances when the internal Expert is unavailable due to illness, death, leaving the Company, etc. Having documentation available for when those circumstances arise can bridge the knowledge gap and avoid disaster.

It can be overwhelming to try to determine what tasks and processes should be documented first to mitigate the risk caused when someone is not available and information is needed. Here are a few tips to consider when determining where to begin:
• Start with your Critical Processes because those processes are most important to your organization’s success
• Document those tasks that are only performed by one person because those are most susceptible to potential loss of information

Contact Charlene Aldridge at 972.447.9787 or CharleneAldridge@aldridgekerr.com to discuss how we can assist you in mitigating the risk related to knowledge gaps.

And, be sure to sign up for our newsletter