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How to Start Your Business Process Management

When writing processes for your business, you need to understand what you are trying to achieve with the processes. Like anything in business, you must have a clear goal or objective. Generally, this will include protecting your intellectual property, providing instruction to your team, or increasing the value of the business for sale.

Creating well-documented business processes that are fit for purpose will assist you in onboarding staff, creating consistency in your product or service, and keeping your company running like a well-oiled machine. Here’s a look at how to start writing processes for your business.

1. Map your business’ process

    The first step is to sit down, ideally with people in your organisation, and outline your entire business process from start to finish. Taking a step back and looking at your processes will allow you to understand if you have any gaps you need to address or changes to be made before documenting your processes. It will also help in creating a list of procedures that need to be established.

    2. Define the scope of each process.

      The first step in writing any process is defining its scope. What are the specific tasks that need to be accomplished within this process? Who will be responsible for completing each task? When do these tasks need to be completed?

      Answering these questions will help you create a more detailed and effective process.

      3. Outline the steps involved.

        Once you’ve defined the scope of a particular process, it’s time to start outlining the steps involved. This is where you’ll get into the nitty-gritty of what needs to be done and in what order.

        Be as specific as possible when outlining the steps involved. For example, if one of the steps in your customer service process is “respond to customer inquiries,” you’ll want to include details about how those inquiries should be handled.

        4. Create a flowchart or diagram.

          Creating a visual representation of your business processes can be helpful in understanding and communicating them to others. A flowchart or diagram can also be a valuable tool for identifying potential bottlenecks or areas of improvement.

          5. Assign responsibility for each task.

            Once you’ve defined the steps involved in a particular process, assigning responsibility for each task is important. This will help ensure that tasks are completed promptly and efficiently. This can be in the procedure itself or in job descriptions.

            6. Set deadlines for each task.

              In addition to assigning responsibility, you’ll also want to set deadlines for each task. This will help keep your team on track and prevent tasks from falling through the cracks.

              7. Document your processes.

                Last but not least, it’s essential to document your processes so that they can be referenced and followed by your team. This could involve creating written instructions, flowcharts, or video tutorials. Documenting your processes can help ensure that everyone on your team is on the same page and that tasks are completed correctly and in a timely manner.

                By following these steps, you can start writing effective business processes for your company. Documenting your processes can help ensure that everyone on your team is on the same page and that tasks are completed correctly and promptly.

                If you need some help getting a start on documenting your company’s procedure, get in touch and our team will work with you to to map and document your processes.

                How to Define Your Businesses Quality Metrics and KPI’s

                The difference between KPIs and quality metrics

                A common question we get is: what is the difference between key performance indicators (KPIs) and quality metrics? While they may seem similar, they serve different purposes. A KPI is a measurable value used to track your company’s progress towards specific goals. A quality indicator, on the other hand, measures how well your products or services meet customer and industry expectations.

                Key considerations when defining your metrics

                When setting up KPIs and quality metrics for your business, consider the following

                • Focus on areas that directly influence your success
                • Use a mix of lead and lag indicators. For example, budget adherence is a lag indicator, while customer satisfaction is a lead indicator
                • Make sure all goals follow the SMART framework (Specific, Measurable, Achievable, Relevant, Time-bound)
                • Set up a consistent tracking and review system

                Choosing the right indicators for your business

                There are many different metrics available. However, not all are useful to every business. Choose indicators that reflect your industry and goals. These typically fall into the categories below:

                Quantitative indicators

                These are numbers you can measure, such as ratios, percentages, or totals. They’re often used in financial tracking, digital marketing, or product delivery.

                Qualitative indicators

                These relate to feedback, themes or opinions. Use them to understand long-term performance, customer satisfaction, or staff morale.

                Lag indicators

                These show past performance. They help you assess how well your planning worked. Most financial metrics fall into this group.

                Lead indicators

                These predict future performance. For example, if staff engagement is high in your surveys, your retention is likely to improve.

                Input vs output indicators

                Input indicators show what resources you used. Output indicators show how efficiently those resources produced results. For instance, in a bakery, 1 tonne of flour should produce 1,700 loaves. If you’re only getting 1,300, you may have efficiency issues. For services, if the target is 40 billable hours but the average is 30, the shortfall affects overall productivity.

                Building your tracking system

                Once you choose a balance of metrics (lead and lag, input and output), you need a reliable way to track them. You can start with spreadsheets, but many businesses benefit from tools like project management or industry-specific software that offer dashboards and automation.

                Tracking your metrics regularly helps you spot trends early. It also helps you remove any indicators that no longer add value.

                Keep evolving your metrics

                Remember: as your business changes, so should your metrics. Review them often. This ensures you stay focused on the most relevant areas and make improvements where needed.

                Need help?

                If you are unsure on how to develop your KPIs, or you don’t know how to utilise your systems to do this properly, we have consultants who are able to conduct quality management process mapping workshops and provide recommendations on the metrics for your business.