Templates
Sustainability
The Process for Optimizing a Process

The Process for Optimizing a Process

Run this process whenever you need to optimize a process, ensuring it's efficient and effective.
1
Introduction to The Process for Optimizing a Process:
2
Confirm basic details
3
Identifying the process:
4
Identify the process's components
5
Assess how the process is performing
6
Confirm if the process requires optimization
7
Rethinking the process:
8
Define how long it takes to complete the process
9
Consider where bottlenecks occur
10
Examine potentially wasteful steps
11
Assess if any steps are confusing
12
Look to see if the process can be simplified
13
Note which steps can be automated
14
Suggesting improvements:
15
Write the potential process improvements
16
Getting approval:
17
Approval: Process improvements
18
Testing the process improvements:
19
Update a process document copy
20
Choose who will test the updated process
21
Define what would make the improvements successful
22
Use the updated process
23
Add feedback on the updated process
24
Determine what improvements should go forward
25
Optimizing the process:
26
Implement the process changes
27
Communicate the process changes
28
Determine how the process will be monitored
29
Schedule the next process review and optimization
30
Sources:
31
Related checklists: