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Discovery Procedures
Think of this phase as all
things coaching staff does up to and including first pre-season team meeting. It is where overall missions and goals are set, with clear effectiveness criteria established. Certainly team may set it sights on championship, but what about kicking team or linemen? Each part of your organization must have meaningful and measurable performance criteria mapped out in this phase.
Management Objectives
Establishing objectives and criteria requires close scrutiny by management of what really contributes to overall company mission. Departmental goals must be aligned with company goals. To illustrate with our football analogy: running backs may propose a goal of 5,000 total yards rushing in a season. This may or may not be beneficial to team goal, whereas an aligned goal might be to achieve an average of +5 yards per run. The latter may be more appropriate for a highly pass-oriented offense.
System Action Plan
In your discovery phase, once your objectives and effectiveness criteria are agreed upon, you can create your action plan. This step is simply broad roadmap covering remaining 4 phases of building your management system.
The Discovery Phase generally takes from 2-4 weeks, and represents approximately 12% of total process.
Planning Procedures Phase
In part two of this series, we will take a look at one of most critical and also most overlooked phase in building your quality management system – Planning Phase.
Chris Anderson is currently the managing director of Bizmanualz, Inc. and co-author of policies and procedures manuals, producing the layout, process design and implementation to increase performance. To learn how to increase your business performance, visit: Bizmanualz, Inc.
