Process Prompts > SOPs

Process Prompts > SOPs

Hi there!????Thanks for stopping by. I share practical advice on optimizing processes and creating systems that free you to focus on driving growth and operating with excellence. If you're new to?the Crysler Club?and would like to optimize your operation, click the "subscribe" button above.

50% of what people learn they forget within one hour.

70% of what people learn, they forget within 24 hours.

90% of what people learn they forget within one week.

All of those stats were pulled from research on the forgetting curve.

Research also shows that handwriting leads to increased retention.

While Creating and maintaining long-form Standard Operating Procedures (SOPs) remains a critical part of the overall process documentation process, if we start to view processes as a series of simple prompts, we can not only increase the consistency of execution but reduce errors as well as increase efficiency and utilization.

Creating a Process Map

If you don’t have process documentation in place or have never created a process map, don’t let this intimidate you! We can create a process map very simply using the tools that you already have access to. Our goal is to create a high-level outline of the steps needed to achieve a specific goal or outcome. So for example, if we were going to create a process map for making a cup of coffee it may look something like this:

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If you want to take a deeper dive into creating a process map, use this this free resource to get started:?https://thecrysler.club/process-mapping/

Creating the Documentation

If our process documentation or Standard Operating Procedures (SOPs) are already in place, we can skip to the next step which is creating our process prompt checklist. If you’re just getting started with process documentation, here is a great resource to walk you through that process:?https://thecrysler.club/process-is-the-glue/. See what I did there?! ??

The goal here is to create a detailed, step-by-step guide for people to follow to achieve a specific goal or outcome.

This is as valuable for new people or people in training as it is for seasoned and experienced people. Typically, when people have been doing something for so long that it feels like routine, small details often get overlooked as insignificant but can be the same details that cause significant disruption or excess costs elsewhere.

Process Prompts Framework

The goal here is to take our long-form process documentation or Standard Operating Procedures to create a process checklist.

You want to be thinking, we are creating a document that drives specific actions to achieve our desired outcome.

Step 1: Identify Key Steps

  • Use your long-form process documentation to help you. I would add that just because something is a key step doesn’t necessarily mean you need to include it on your checklist. I usually like to see run an item through Step 2 below to see if there is any feedback or errors to support including it. The reason is that it can be very easy to create a long checklist that tends to lose its effectiveness and impact. Again, think “prompts”.

Step 2: What Can Go Wrong?

  • You want to identify and include things that can often “go wrong” on your checklist. This is a great place to get suggestions from people who are closest to the particular process to see what types of roadblocks they often face or what kind of things they often forget. I like to take a look at your defects and errors to identify things to put on your process checklist. The thing to keep in mind is that even the most experienced operators and people on your team will tend to forget key steps within the process which will ultimately lead to errors and defects.

Step 3: Decide and Document

  • This is where you’re formalizing your checklist into something usable. Depending on what process you’re implementing this with and how that process is executed will dictate how this part of the framework is implemented. If your process is executed on every order, you will want to provide access to a unique checklist for every order. Run through multiple departments? You’ll want a checklist for each order and each department.

At the end of this you should have something like this:

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The Process Prompts Framework is a great way to document your processes in a way that makes them easy to follow and less prone to error. By breaking down long-form SOPs into simple, actionable steps, we can create a process checklist that will help us achieve our desired outcome more efficiently and with fewer defects.

That’s it for today.

See you all a couple of weeks!

Dave

Thomas Trang

Facilities Maintenance Technician at American University | Contributing Editor at AutomatedBuildings.com | Revolutionizing Facility Management with AI

1 年

When writing by hand, individuals tend to process information more actively, as they have to think about the content more thoroughly while forming letters and words.

Matt Spears

Simplifying Processes | Change Management | Process Improvement

2 年

I really appreciate this framework, Dave. Process documentation exists, at least in part, to help workers generate better value more consistently. Unfortunately, many traditional methods of sharing process information actually discourage engagement. If process standards are presented in ways that are hard to follow or comprehend, then we shouldn’t be surprised when workers avoid using those standards and operate off of muscle memory or trial and error. The goal should be useful AND engaging processes. Useful, in the sense that they contain all the information necessary to complete the process successfully. Engaging, in the sense that the information is presented in a way that is simple to read and comprehend. Your framework is a good option for accomplishing this. Thanks for sharing!

Kat Downen

Dynamic and Results-Driven Marketing Communications Professional | Leader in CRM/CLM, Growth, Lifecycle Marketing, Email & Digital Marketing, Branding, Retention, Acquisition, Marketing Project Management

2 年

I so absolutely ?? love ?? this Dave Crysler

Alexey Navolokin

FOLLOW ME for breaking tech news & content ? helping usher in tech 2.0 ? at AMD for a reason w/ purpose ? LinkedIn persona ?

2 年

Great share Dave Crysler

It's great to hear that you have found success in simplifying and streamlining processes through creating prompts. Breaking down the approach you use to deliver consistent results is a helpful way to share your knowledge and experience with others. As for which process to apply this framework to, it may depend on individual circumstances and goals. It could be helpful to assess which processes are most in need of improvement and start with those. Thanks for sharing your approach!

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