THE PROCESS

SURVIVAL
KIT
Manu De Backer

FOR ANALYSTS
and everybody else

THE MASTER CHANNEL

www.themasterchannel.com
A PROCESS DEFINITION
A sanity check for what we call a process
THE MASTER CHANNEL
www.themaster c ha nnel. c om

CHARACTERISTICS
These are the 5 key-characteristics of an end-to-end
business process. Use them as a sanity-check.

Activities can be traced-back

to the trigger

Work to achieve a result

Each time the process is triggered the
activities are executed
The process label
refers to the result

1 2 3 4 5
A BUSINESS PROCESS IS A THAT MUST BE LABELED AND GENERATES A AND IS STARTED BY AN AND HAPPENS

COLLECTION OF ACTION VERB - VALUABLE INDEPENDENT REPEATEDLY

ACTIVITIES NOUN RESULT TRIGGER

This is the work that must be Action verbs, also called dynamic The output of one execution is The event that instantiates the Create the value repeatedly.
performed by some resources in verbs, express an action whether trackable, countable and valuable. process.
the organization. it be physical or mental.

EXAMPLE

ENROLL STUDENT IN COURSE

Evaluate application
Assign student
Register special services
Register medical information
Assign parking space & lockers
Enroll Student in course Student is enrolled Student sends application form For each student and each appli-
Paperwork Ok cation form
Credits assigned
A PROCESS PROFILE
A one-page process overview
THE MASTER CHANNEL
www.themaster c ha nnel. c om

What are the 5-7 big steps (sub-procesess) in the process?

Label the process action verb - noun. Label each of the sub-processes action verb - noun that refers to the result of
the sub-process.

PROCESS NAME Enroll student in course

TRIGGERS SUB-PROCESSES RESULTS

What is the process
Student sends application form Evaluate application Student is enrolled result?
How is the process started?
Assign student Paperwork Ok
Register special services Credits assigned
Register medical information
Assign parking space & lockers
What are the internal
roles and departments
involved in the process?

PROCESS VISION INTERNAL PARTICPANTS EXTERNAL PARTICPANTS

What are the external
Provide a low effort experience for our students. Customer service Student participants in the
What is the long-term vision
Medical department process?
for the process?
Facilities
Course scheduling team

SUPPORTING MECHANISMS KPI / METRICS

What are the things (docu- Application form Cycle time

ments, applications) used by Registration app Process Cycle Efficiency
the people to execute the Course booking system Number of resources / customer base
tasks in the process? Locker assignment system Cost
Medical file system

What process metrics are defined to

monitor the health of the process?
A PROCESS PROFILE THE MASTER CHANNEL
www.themaster c ha nnel. c om

PROCESS NAME

TRIGGERS SUB-PROCESSES RESULTS

PROCESS VISION INTERNAL PARTICPANTS EXTERNAL PARTICPANTS

SUPPORTING MECHANISMS KPI / METRICS

PROCESS HIERARCHY
Cheat Sheet
Bring structure to your process chaos
THE MASTER CHANNEL
www.themaster c ha nnel. c om

LEVELS WHAT VISUALS

WHAT The process landscape shows all process

0 Landscape groups.
WE DO

A process group is a set of logically related

1 Process Group end-to-end processes. Relationships between the pro-
cesses can be shown as well.

An end-to-end process, visualized in a process

End-to-End profile, is a collection of activities that are triggered by
2
Process an independent event, labeled action-verb noun and
that generate a valuable result.

A process variant is like an end-to-end process, but

- End-to-End it’s a specific version of the process. The variants can
Process Variant be labeled action-verb noun or action-verb qualifier
noun.

Process models are used to describe, document,

3 Process Models analyze and deepen the understanding of the
end-to-end business process.

HOW Process Work instructions are sequences of steps for Step 1: Do this

WE DO IT
4 completing a specific task of a business process.
Step 2: Do that
Implementation Step 3: Do this