Process mapping and workflow analysis
Understand process boundaries, map decisions and examine queues before changing the work.
Explore this topicLearn. Practise. Improve.
Practical guidance for understanding processes, investigating problems and sustaining improvements. Learn freely, whether or not you have a CI Tools account.
Continuous improvement means understanding how work happens, testing changes and checking what follows. A process map, an evidence-led investigation and a monitoring plan answer different questions. These guides explain those differences with plain language and fictional healthcare and business examples.
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Understand process boundaries, map decisions and examine queues before changing the work.
Explore this topicTranslate needs into measures, investigate causes with evidence and understand process variation.
Explore this topicDocument a tested method, assign monitoring and prepare clear reactions when performance changes.
Explore this topicLearn how to define a process problem, test a small change and check results without confusing activity with improvement.
Read the articleConnect process mapping, root cause analysis, measurement and control tools to the questions they can actually answer.
Read the articleExplore three fictional process improvement examples, with defined measures, testable changes and plans for sustaining the result.
Read the article24 of 24 guides
Define
A Critical-to-Quality Characteristic (CTQC) tree connects a customer need to drivers and measurable requirements. A driver describes what contributes to the need; an operational definition explains exactly how a requirement will be measured.
Read the guide for CTQC BuilderMeasure
A flowchart is a map of activities and decisions connected by arrows. It describes the order work follows, including loops and alternative routes.
Read the guide for Flowchart BuilderDefine
SIPOC stands for Suppliers, Inputs, Process, Outputs and Customers. It is a concise overview of what enters a process, the broad activities, what leaves it and who receives the result.
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A project charter is a compact agreement about the problem, goal, scope, ownership and measures of an improvement project.
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5 Whys is an evidence-led investigation that asks why a specific problem happened and follows each plausible explanation toward an actionable system condition. Five is a prompt, not a required number of levels.
Read the guide for 5 WhysImprove
An action plan turns agreed changes into tasks with owners, deadlines, status and evidence of success.
Read the guide for Action PlanControl
A Process Monitoring Plan records what will be measured, who reviews it, how often and what response follows an unusual result.
Read the guide for Process Monitoring PlanControl
A Reaction and Escalation Plan describes what people should do when a defined process condition occurs, including containment, investigation and closure.
Read the guide for Reaction and Escalation PlanControl
A Process Audit Checklist compares observed work with explicit standards and retains evidence from repeat observations.
Read the guide for Process Audit ChecklistControl
A Sustainability Assessment is a structured discussion of whether ownership, standards, training, monitoring and follow-up support a lasting improvement.
Read the guide for Sustainability AssessmentControl
A Training and Handoff Checklist records preparation, observed competency and transfer of ownership for a changed process.
Read the guide for Training and Handoff ChecklistControl
A Control Plan connects process steps or measures with operational definitions, monitoring ownership, targets or triggers and the response to unusual results.
Read the guide for Control Plan BuilderControl
Standard Work documents an agreed repeatable method, with responsibilities, quality and safety points, visual instructions and explicit document revisions.
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Root Cause Analysis Builder organizes a problem, branching hypotheses, evidence and validation records in one editable investigation.
Read the guide for Root Cause Analysis BuilderAnalyze
A fishbone, or Ishikawa diagram, groups possible causes of an observed effect into categories. The branches organize ideas without proving that an idea is true.
Read the guide for Fishbone / IshikawaDefine
SMART Goals express intended improvement through Specific, Measurable, Achievable, Relevant and Time-bound statements, with dated actual results.
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A Pareto chart ranks categories by a common amount and shows their cumulative share of the total. It helps identify the largest observed contributors.
Read the guide for Pareto AnalysisGeneral
An A3 is a concise improvement story connecting context, the current condition, a goal, analysis, countermeasures and follow-up evidence.
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A Time Study records process steps and observations of processing, waiting, interruption and rework. It makes the use of time explicit rather than relying on impressions.
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Value Stream Mapping shows material or service flow and information flow across a process, with timing, demand and inventory information where applicable.
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Failure Mode and Effects Analysis (FMEA) examines how a process might fail, the consequences, possible causes, current controls and actions to reduce risk.
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A Data Collection Plan specifies what will be measured, how, where, by whom and over which cases and period.
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A control chart plots observations in time order against limits estimated from a chosen baseline. It helps distinguish routine variation from patterns that warrant investigation.
Read the guide for Control Chart BuilderAnalyze
Process Capability compares measured process variation with explicit specification limits, using indices and distribution diagnostics under stated assumptions.
Read the guide for Process Capability Analysis