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Error-Proofing Business Processes Course Outline -- 10 Lessons

Course Description

Error-Proofing Business Processes is a computer-based training course designed specifically for those working in offices and transactional environments. This course explores how to error-proof the transactional processes by studying both the server-side (service provider) and the customer-side of the transaction. Techniques to uncover the root cause of errors and then prevent their recurrence are covered.

With Error-Proofing Business Processes, you will not only learn a systematic way to error-proof processes and services, but you will also see many of examples of error-proofing solutions applied to real-life recurring problems. Most people learn error-proofing skills by seeing examples and then applying similar solutions to their own problems. That’s why Error-Proofing Business Processes is loaded with examples. We hope these examples will trigger implementation of more error-proofing solutions in your organization.

The Error-Proofing Business Processes training program consists of two Units each with five Lessons and a Challenge (assessment test) designed to test the learner’s comprehension of the body of knowledge covered in that Unit.

Target Audience
Business support staff and management, office workers and other non-manufacturing personnel. Those who are in direct manufacturing or manufacturing management roles may also want to consider the Mistake-Proof It.

Course Length
The estimated time to complete the course is 5 hours however the amount of time a learner spends on the course is learner controlled and is therefore variable.

Course Objectives
Upon completing this course, learners should be prepared to:
• Understand the goal and language of error-proofing.
• Recognize error-proofing solutions in everyday life and use these solutions as triggers for ideas to error-proof transactional processes.
• Be familiar with the transactional model of a process and understand how errors can be introduced from the service provider's side and from the customer's side of the transaction.
• See the value of improving processes so that errors are prevented instead of relying on detection to find errors.
• Be aware of common techniques for achieving all four types of error-proofing effects.
• Have a basic understanding of how to identify the root cause of errors and address root causes of errors by develop error-proofing solution candidates and evaluate candidates to determine the best solution for the situation.
• Understand how the Seven Wastes represent chronic process errors and why these chronic errors are as important to address as acute errors

Unit 1 - Error-Proofing Primer

Lesson 1: The Error-Proofing Mindset
• Understand the error-proofing mindset.
• Recognize that to error-proof a process or system the root cause of errors must be found and addressed.

Lesson 2: Error-Proofing in Everyday Life
• Be aware of examples of common error-proofing in action in everyday life.
• Understand that error-proofing does not require elaborate efforts or complex systems.

Lesson 3: Why Errors Are Made
• Realize that errors are usually due to process problems, not people problems.
• Become familiar with the transactional model of process and some of the complexities.

Lesson 4: How Transactions (Can) Go Wrong
• Understand some of the reasons transactional processes tend to be so complex.
• View errors by service providers into the categories of tasks, treatment and detractors/attractors and by customers into groupings of preparation, encounter and resolution.

Lesson 5: How Error-Proofing Works
• Become familiar with error-proofing effects, outcomes and solutions.
• Understand how error-proofing solutions are best developed in a team environment using a structured, data-driven problem-solving approach.

Challenge
• An assessment of the learner’s understanding of the body of knowledge


Unit 2 - Effects of Mistake-Proofing

Lesson 1: Forms of Error-Proofing Solutions
• Know that error-proofing solutions are a combination of effects and outcomes.
• Be aware of common techniques to achieve each of the four types of effects.

Lesson 2: Error-Proofing Solutions
• See how error-proofing solutions are best developed using a team problem-solving process.
• Be familiar with establishing team roles and responsibilities and how to clarify the problem.
• Understand how to focus on the root cause.
• Know how to formulate an error-proofing solution and develop an action plan to implement it.

Lesson 3: Evaluating Solutions
• Learn how to evaluate whether solution candidates are practical, feasible and cost-effective.
• Be able to evaluate the robustness of solution candidates.

Lesson 4: Error-Proofing & the Seven Wastes
• Recognize the Seven Wastes as chronic, hidden form of errors.
• Recognize the Seven Waste in terms of the Transactional Process Model with both server-side and customer-side causes.

Lesson 5: Complementary Error-Proofing Tools
• Learn how to apply the Five-Whys, Comparative Analysis, Timeline Analysis and Cause & Effect Diagrams as error-proofing investigative tools.
• Become familiar with how additive data picture tools help paint a picture of the problem.

Challenge
• An assessment of the learner’s understanding of the body of knowledge