1
Identify a process that exists within the company that is a source of frustration and confusion.
2
Name and link the process in the Process Map.
Remember – the owner doesn’t necessarily need to do the training or Q/A. The owner is accountable for making sure the training and Q/A happen.
3
Determine who should own the process and add their name to the Process Map.
4
Document the QA protocol for that particular process. How will they make sure that the process is being correctly?
5
Talk to the person and decide on the checki-in by date. Remember to add it to the Process Map.
EXAMPLE
Employee onboarding process
- Duplicate this template in the project management system with the new hire’s name.
- Assign dates and accountabilities to ALL tasks below.
BEFORE FIRST DAY
- Send new hire the “Information about the company” Document
- Introduce to bookkeeper to set up their payment
- Save new hire’s information: phone number, Skype account, personal email.
- Schedule a time for the new hire and their manager to walk through the training plan.
- Set up the new hire’s company email
- Using their company email address, give the new hire access to our project management system and any other credentials they might need.
- Discuss role, goals and projects with their manager.
FIRST DAY
- Welcome to the team
- Train new hire on our principles
- Assign training material
- Assign a mentor
- Discuss expectations and weekly KPIs
FIRST MONTH
- Assign new hire their first project
- Get approval from their mentor on the project once completed
- Add new hire to any necessary meetings
- Discuss with new hire their Quarterly Priority
EXAMPLE
Quality assurance - Employee onboarding
- MAKE SURE THERE 'S AN EMPLOYEE ONBOARDING PROJECT UNDER THE NEW HIRE'S NAME
- GO THROUGH THE CHECKLIST TO MAKE SURE EVERYTHING IS MARKED "COMPLETE".
- ONLY IF NECESSARY - AFTER REVIEWING THE CHECKLIST, ENSURE THE FOLLOWING STEPS:
- There’s an email set up for the new hire
- Payment is set up
- They are added to the project management system
- We saved their information
- They’re part of all necessary meetings
- Check in with the new hire to ensure they have a clear understanding of their Weekly KPI’s, Quarterly Priorities and responsibilities.
