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Critical Skill 4: Part 4-Process Design Tool

May 15, 2006 by Liz

Designing a Process Step-by-Step

Future Skills

Use this worksheet to gather information when you’re designing a complex process as described in Critical Skill 4: Part 2-Designing a Complex Process and Critical Skill 4: Part 3-A Virtual Process.

The Process Design Worksheet

Fill in as much information as you can before you begin the process design. Then use the worksheet throughout the process to guide you. You can use this form even when you delegate process design to a team that reports to you.

1. The Leader of the Process Design Team will be ____________________________

2. Assign the Visionaries and Explorers. Who are the big picture, global thinkers who will help decide on the work flow? Which stages of the process will each of these team members represent?

Name: ______________________ Stage(s): __________________________________
Name: ______________________ Stage(s): __________________________________
Name: ______________________ Stage(s): __________________________________
Name: ______________________ Stage(s): __________________________________
Name: ______________________ Stage(s): __________________________________

3. What steps will the work follow? Note: This discussion should include the big picture thinkers listed above only at this point. The detail people should not be present. (Take notes on the big picture process discussion using separate pages. Summarize or draw a flow chart to summarize the process the above team designs in the space below.)

The Proposed Process

4. Assign the King’s Guards and Risk Managers. Who are the detail thinkers who will challenge the proposed process design? Which stages of the process will each of these team members represent?
Name: ______________________ Stage(s): __________________________________
Name: ______________________ Stage(s): __________________________________
Name: ______________________ Stage(s): __________________________________
Name: ______________________ Stage(s): __________________________________
Name: ______________________ Stage(s): __________________________________

5. When the process is defined, the big picture people share the summary/flow chart with the detail folks before a meeting occurs with all team members. Any member of the team can list questions and concerns here.

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

6. The Explorers and Visionaries present the process design in detail to the King’s Guards and Risk Managers under the moderation of the leader. Now is the time to find the holes in the thinking — to validate the process and the plan.

When that discussion is complete, the process will stand as a working plan. The entire group should agree that this is the process, until the process doesn’t work, at which time, any member of the group can ask the team leader to call a meeting to adjust the plan.

Process isn’t hard if you take charge of it, instead of letting it drag you along.

–ME “Liz” Strauss

Related articles:
Critical Skill 4: Part 1-Process Models
Critical Skill 4: Part 2-Designing a Complex Process
Critical Skill 4: Part 3-A Virtual Process
10 Skills Most Critical Skills Series on the SUCCESSFUL SERIES Page

Filed Under: Checklists, Outside the Box, Successful Blog, Tools Tagged With: bc, Critical_Skills, designing_a_complex_process, future_skills, inputs, outputs, process_checklists, process_tools, time_goals

Critical Skill4: Part 3-A Virtual Process

May 14, 2006 by Liz

Picking Up the Gauntlet

Future Skills

If you’re following the soap opera that is Successful Blog, I’m halfway through writing Critical Skill 5 on Originality, as you might know, but along the way I was interrupted with a challenge. Ariane Benefit from NeatLiving.Net wrote an in-depth comment about process and how it works for her, which ended with these statements.

So basically I see the rules you presented that work so well in a corporate setting actually have their counterpart in the virtual, ultimately highly democratic world of blogging.

. . . if my post inspires you to write the virtual version . . . it was worth it. — from a comment exchange on Critical Skill 4: Part2-Designing a Complex Process

I really wanted to leave them on the page and continue on with the piece on originality. It was hard enough writing about process in the brick and mortar world. Still the comment stayed with me. It followed me around the house . . . and popped into my mind every time I went to write about anything else. After all, it had two things going for it. Ariane Benefit is a reader and I have a really hard time walking away from a delicious challenge like that — even when I know it will involve close contact between my head and a few brick walls I don’t need. [Read more…]

Filed Under: Marketing /Sales / Social Media, Motivation, Outside the Box, Personal Branding, Productivity, Successful Blog, Writing Tagged With: bc, Critical_Skills, designing_a_complex_process, future_skills, inputs, outputs, time_goals

Critical Skill 4: Part 2-Designing a Complex Process

April 30, 2006 by Liz

One GIANT Flow Chart

Future Skills

It was an interview with the Chairman of the Board of a publishing company. We had just taken a break. I came back from stretching my legs to find six 4ft. x 8ft. foam core boards that made one GIANT flow chart, supposedly outlining the publishing process in complete and total detail.

I thought, “Ohmygod. They’re one of those kinds of companies.”

He said, “So, what do you think of that?”

I said, “I believe it was very useful for the folks who put it together.”

I usually think of work situations like I would a dating relationship You don’t date a guy thinking you’ll change him. That I took this job thinking I could change this company was just wrong. [Read more…]

Filed Under: Marketing /Sales / Social Media, Motivation, Outside the Box, Personal Branding, Productivity, Successful Blog, Writing Tagged With: bc, Critical_Skills, designing_a_complex_process, future_skills, inputs, outputs, time_goals

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