Creating Process Maps: Key Ideas for a Team Facilitator

Posted on 28. Apr, 2009 by carolesf in Articles

If your company is planning to start a Six Sigma or Lean project for business process improvement, chances are that some form of process maps will need to be created.  And a crucial variable leading to the success or failure of the team involved in that effort is the effectiveness of the team facilitator.

What if you are the person chosen to facilitate that process mapping team?  If you’re a Lean Six Sigma Black Belt, you may well be chosen for this role.  What kind of process do you need to follow to ensure that the process maps your team produces are as accurate and useful as they can possibly be? 

(1) Identify the scope of the process your team will be mapping. 

• This must include identification of: 
  • Customer,
  • Product,
  • Starting Point,
  • Ending Point.

(2) Identify all stakeholders to the process. 

• Make sure that all stakeholders are represented on the project team. 
• The team should include about 6 – 8 people; too few risks leaving out important stakeholders, while too many becomes unwieldy.
• Also ensure that these representatives come from varying levels in the organization, including some working-level members — who know what really goes on in the process.
• Determine what measures should be taken to gain buy-in (and take them).

(3)  Schedule an initial workshop with all the team members.  

• The workshop should be at least 3 hours long. 
• Invitations should be sent with enough lead time to get on people’s calendars.
• Always follow up with team members who didn’t respond to your initial invitation. 

(4)  On the day of the workshop, make sure you do the following:

• As facilitator…
  • Enforce the ground rules!  (This includes timekeeping.) 
  • Also, you must be seen as neutral to the process being studied.  If the team perceives you to have a preexisting agenda for the process (rightly or wrongly), it will be difficult to gain their honest and full participation. 
• Start by stating the ground rules for the workshop: 
  • Safe environment for brainstorming;
  • 5-Minute Rule (contentious topics will get “parked” after 5 minutes);
  • 80/20 Rule (focus on what happens 80% of the time);
  • Keep focused on value to the customer.
• Start by gaining consensus on the scope; modify as the group sees necessary. 
• Have team members write up the process as they see it on sticky notes, one note for each step in the process. 
• Participants then stick the notes on the wall in order.
  • Duplications of a step go underneath each other.
  • Team members should move the steps around until they are satisfied with the order.
• Lead team in discussion of…
  • Decisions points
  • Hand-offs
  • Bottlenecks
  • Gaps
  • Problems
• At the end of the workshop, the team decides if any stakeholders have been left out.  Is there anyone else who should provide input?
• Agree on the next steps your team needs to take.
• Schedule the next meeting.

Process maps

are a crucial tool in business process improvement.  And a good facilitator is key to achieving accurate and insightful process maps.  If you can provide that leadership, your team will benefit — and so will your company.

Welcome back to Lean Six Sigma Source! Thanks for your continued support.

Related posts:

1. Process Mapping: Creating Business Success
2. Process Flow Chart: Tried and True
3. Value Stream Mapping: Get To Know Your Process
4. Lean Six Sigma: What Is It?
5. Fishbone Diagram: Root Out Those Causes

Tags: business process improvement, consensus, Lean Six Sigma, process maps, process scope, Six Sigma Black Belt, stakeholder