{"id":24390,"date":"2020-09-07T21:41:58","date_gmt":"2020-09-07T21:41:58","guid":{"rendered":"https:\/\/www.process.st\/templates\/process-analysis-and-improvement-checklist\/"},"modified":"2024-02-29T02:50:42","modified_gmt":"2024-02-29T02:50:42","slug":"process-analysis-and-improvement-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/process-analysis-and-improvement-checklist\/","title":{"rendered":"Process Analysis and Improvement Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/no_oylSG_msl4t0Yd05IXg.png\" alt=\"Introduction\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/no_oylSG_msl4t0Yd05IXg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">A process converts something to something else (e.g. raw materials into a finished product, an unhappy customer into a happy customer, an unpaid bill into a paid bill, a hungry student into a satisfied student).<\/p>\n<p>Analyzing and improving a process includes:<\/p>\n<p><strong>Understanding the context<\/strong> of the process. What exactly is the process meant to accomplish? Who is involved in the process? How is the process measured?<\/p>\n<p><strong>Visualizing<\/strong> <strong>the process steps <\/strong>and exception paths that the process might take<\/p>\n<p><strong>Evaluating<\/strong> how the process is currently functioning (good and bad).<\/p>\n<p><strong>Brainstorming changes<\/strong> to the process that you think might make the process more effective and efficient.<\/p>\n<p>When these steps are completed, you will prioritize process improvement ideas and design small tests that you can conduct and measure to determine whether the improvement idea is worth pursuing.<strong><\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"understanding-the-process-context\">\n<h2>Understanding the process context<\/h2>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Provide a clear statement of what the process is supposed to accomplish (outcome) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Who are the various people\/organizations involved in the process (e.g. customers, users, operators, managers)? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Describe the environment in which the process exists <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Describe the event(s) that trigger the start of the process <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Identify the process endpoint(s) (the state(s) when the process is complete) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> How is the process measured? What is counted to know success and failure of the process? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"visualizing-the-process-steps\">\n<h2>Visualizing the process steps<\/h2>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List the normal activities (tasks or steps) involved in completing the process <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Describe any exceptions or variations to the normal process <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"evaluating-how-the-process-is-performing\">\n<h2>Evaluating how the process is performing<\/h2>\n<div class=\"text-content\">\n<p><strong>Assess how the process is currently performing.<\/strong><\/p>\n<p>It's hard to know if a process needs optimizing or not without understanding how it's currently performing.<\/p>\n<p><strong>Carry out qualitative and quantitative assessments<\/strong> by taking actions such as:&nbsp;<\/p>\n<ul>\n<li><strong>Measuring<\/strong> the process against its KPI or expected outputs.<\/li>\n<li><strong>Talking<\/strong> to the customer for this process (i.e. whoever receives the value the process creates), the process owner, and the process user.<\/li>\n<li><strong>Understanding<\/strong> the value this process creates.<\/li>\n<\/ul>\n<p><strong>Write down your notes<\/strong> from the research in the corresponding text boxes.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes on quantitative performance of the process (e.g. time, quality, value) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List some things that are good about how the process works <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Examine potentially wasteful steps in the process.<\/strong><\/p>\n<p><strong><\/strong>Sometimes, processes contain steps that repeat previously-stated information, steps that aren't helpful, or steps that simply don't add anything.<\/p>\n<p>Examine if your process has any wasteful steps in it via the subchecklist below, then <strong>write about those wasteful steps<\/strong> in the text box below.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Waste of overproduction (largest waste)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Waste of time on hand (waiting)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Waste of transportation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Waste of processing itself\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Waste of stock at hand\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Waste of movement\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Waste of making defective products\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes on wasteful steps, bottlenecks, frustrations, confusion <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"brainstorming-improvement-ideas\">\n<h2>Brainstorming improvement ideas<\/h2>\n<div class=\"text-content\">\n<p>Based on your understanding of the process and how it is performing, start to make some hypotheses about how the process could be improved.<\/p>\n<p><strong>Write down the potential process improvements that could be made.<\/strong><strong><\/strong><strong><\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Brainstorm some physical changes you think would improve the process (and why) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Brainstorm some policy changes do you think would improve the process (and why) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Brainstorm an information system you think could improve the process (and why) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Other potential improvements <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction A process converts something to something else (e.g. raw materials into a finished product, an unhappy customer into a happy customer, an unpaid bill into a paid bill, a hungry student into a satisfied student). Analyzing and improving a process includes: Understanding the context of the process. What exactly is the process meant to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24391,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"5","template_description":"This checklist provides guides an analyst through a structured thought process for analyzing and improving a process.","template_id":"i0cg0xrp_MpwQpFWQxlLzA","task_0":"Introduction","task_slug_0":"introduction","task_1":"Understanding the process context","task_slug_1":"understanding-the-process-context","task_2":"Visualizing the process steps","task_slug_2":"visualizing-the-process-steps","task_3":"Evaluating how the process is performing","task_slug_3":"evaluating-how-the-process-is-performing","task_4":"Brainstorming improvement ideas","task_slug_4":"brainstorming-improvement-ideas","task_5":"","task_slug_5":"","task_6":"","task_slug_6":"","task_7":"","task_slug_7":"","task_8":"","task_slug_8":"","task_9":"","task_slug_9":"","task_10":"","task_slug_10":"","task_11":"","task_slug_11":"","task_12":"","task_slug_12":"","task_13":"","task_slug_13":"","task_14":"","task_slug_14":"","task_15":"","task_slug_15":"","task_16":"","task_slug_16":"","task_17":"","task_slug_17":"","task_18":"","task_slug_18":"","task_19":"","task_slug_19":"","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[7],"tags":[],"class_list":["post-24390","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-miscellaneous"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/24390","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=24390"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/24390\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/24391"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=24390"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=24390"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=24390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}