Curriculum
- 11 Sections
- 62 Lessons
- 2 Days
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- 1 - INTRODUCTION - A BUSINESS PROCESS IMPROVEMENT (BPI) OVERVIEW7
- 2 - OVERVIEW OF THE JOINER 7-STEP METHOD4
- 3 - STEP 1: INITIATE THE PROJECT6
- 3.1Types of business problems typically encountered at insurance companies and banks
- 3.2How to recognize a business-related problem
- 3.3Overview of a BPM systemCopy
- 3.4Ownership of the project and the business problem
- 3.5Case Study Exercise: Complete the Problem Statement section (Step #1) of the template
- 3.6Defining measurable success criteria
- 3 - STEP 1: INITIATE THE PROJECT5
- 4.1Types of business problems typically encountered at insurance companies and banks
- 4.2How to recognize a business-related problem
- 4.3Ownership of the project and the business problem
- 4.4Defining measurable success criteria
- 4.5Case Study Exercise: Complete the Problem Statement section (Step #1) of the template
- 4 - STEP 2: DEFINE CURRENT SITUATION8
- 5.1What are symptoms of a problem?
- 5.2Looking for symptoms of the problem
- 5.3Performing Stakeholder Analysis
- 5.4Technique: View a RACI Matrix
- 5.5Defining the impacts caused by the problem
- 5.6Technique: Business Process Modeling (As-Is)
- 5.7Understand how to draw an As-Is Business Process Model
- 5.8Case Study Exercise: Complete the Define Current Situation section (Step #2) of the template
- 5 - STEP 3: IDENTIFY ROOT CAUSES6
- 6.1What are root causes?
- 6.2Performing Root Cause Analysis
- 6.3Technique: Fishbone Diagram using the cafeteria example
- 6.4Case Study Exercise: Discuss a Fishbone Diagram
- 6.5Technique: Pareto Chart (discuss and show example)
- 6.6Case Study Exercise: Complete the Identify Root Causes section (Step #3) of the template
- 6 - STEP 4: DEVELOP SOLUTIONS8
- 7.1Identifying options for problem resolution
- 7.2Avoid jumping to conclusions
- 7.3Technique: Brainstorming
- 7.4Case Study Exercise: Conduct a Brainstorming Session
- 7.5Recognizing pros and cons for each option
- 7.6Technique: Kempner-Tregoe (“Must-Have” vs. “Nice-to-Have”)
- 7.7Case Study Exercise: Determine best solution using a “simple” Kempner-Tregoe model
- 7.8Case Study Exercise: Complete the Develop Solutions section (Step #4) of the template
- 7 - STEP 5: DEFINE MEASURABLE RESULTS5
- 8 - STEP 6: STANDARDIZE PROCESS6
- 9.1Defining how the process will be documented
- 9.2Plan and understand organizational readiness
- 9.3Discuss how employees are empowered to identify and act upon their ideas
- 9.4Identifying follow-up needs (i.e., training) for the staff that will be impacted
- 9.5Technique: Communication Plan
- 9.6Case Study Exercise: Complete the Standardize Process section (Step #6) of the template
- 9 - STEP 7: DETERMINE FUTURE PLANS4
- 10 - GOING FORWARD WITH A PLAN OF ACTION3
Benefits of BPI
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