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How to define a procedure?

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fran ruiz Madrid, Spain
I am trying to define the process to define a procedure and I`d like to launch this question what are the tasks to define a procedure?
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Frank Patrick Boonton, Nj, United States
I would suggest you look into one of the Thinking Process tools from the TOC body of knowledge. The Transition Tree is a tool conceived in order to give clear instructions, and therefore to develop those instructions.

We start realizing that "as long as we don’t know how to verbalize our intuition, the only thing we can delegate is our confusion." The Transition Tree answers  the common questions that we usually ask ourselves when a task is assigned to us.

Why are you asking me to do step X ?

When do I do step X ?

When do I know I have successfully completed a step so I can move to the next step ?

What is the objective we’re trying to achieve ?

What is the objective of each step ?

Why do step X before step Y ?

How do I know when I have finished ?

Why do you claim that step X will achieve its purpose ?

The Transition Tree is typically built in the formo of a logical cause-and-effect tree that contains the following elements:

The need for the action

The action itself

The explanation for why the action will fulfill the need

The result of the action

Why the next step is needed

There is more information on the Transition Tree at this link to a description of the Thinking Processes or this link on how the Thinking Processes are used to deal with resistance to change.

In a project management context, the Transistion Tree is also very useful for developing sets of activities/tasks where the exact process is currently unknown or where the close following of those tasks is necessary to assure successful completion of the effort.

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Mark Tinsley Melbourne, Vic, Australia
Defining a procedure in itself is a project.

You should start with some requirements,

Design the solution

Build it

Test it

And Implement it.

Testing a procedure is about walking through it and making sure you get the outputs you intended. those Outputs should include Measures as well as the actual result.

Testing may also inlcude making sure this procedure works with other procedures
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Anonymous
Mark Tinsley suggested you begin with requirements. I agree completely with him, but I'd like to emphasize analyzing the requirements before moving to designing the solution.

People often begin designing the solution without fully understanding the problem. This leads to wasted time and energy because the process loses focus.
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Anonymous
Usually a process answers the "WHAT?" and a procedure will answer the "HOW?" from the "WHAT?".
If the "WHAT?" is not defined and validated then the "HOW?" has not too much meaning.
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Anonymous
Could someone post an example (a Word doc, etc.) of a fully deveoped procedure?

Thanks
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Stuart Penning Wellington, New Zealand
IDEF0

A standard for modelling processes. This has been superseded by work done under the banner of the Unified Modelling Language (UML) but it is still useful. Objectives. The primary objectives of this standard are: a. To provide a means for completely and consistently modelling the functions (activities, actions, processes, operations) required by a system or enterprise, and the functional relationships and data (information or objects) that support the integration of those functions; b. To provide a modelling technique which is independent of Computer-Aided Software Engineering (CASE) methods or tools, but which can be used in conjunction with those methods or tools; c. To provide a modelling technique that has the following characteristics: - Generic (for analysis of systems of varying purpose, scope and complexity); - Rigorous and precise (for production of correct, usable models); - Concise (to facilitate understanding, communication, consensus and validation); - Conceptual (for representation of functional requirements rather than physical or organizational implementations); - Flexible (to support several phases of the lifecycle of a project). Hope this helps, Stuart
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Anonymous
Thanks!
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Mark Tinsley Melbourne, Vic, Australia
Having learnt a bit more (lot more) scine October last year.

I have found this a better way of explaining it.

AS with the previous comments you still have a suitable life cycle (with amendment by anonymous (11th Nov 2001)to create procedures.

I find that process is a design activity in that life cycle. A Process takes input A and creates Output B. Take Output B and use another process and you get Output c and so on.

But how do you make this work in the real world. This is where the procedures kick in.

The procedure takes a generic process.. EG Purchase a PC) Input A is an order form Process 1 is request PC Output B is PC Dleivered (plus other incidentals such as invoices.)

This is a generic procedure which any company, organisation or person can use.

THe implementation of this process comes when you have a procedure (and other tools) being used.

Your procedure will state a stsp by step action in ording the PC: eg Read form, Pick Up Phone, Dial specific supplier number, etc (simplified for demonstration only)

The procedure and it aids/tools (PC, templates, applications) is how you will actually get it done.

We have created a template that starts with the requirements, documents the flow, records inputs, outputs and measure, documents real life examples and creates a list of things that are needed to be built to make it happen.

Without fail the things that are needed to make it happen are:

Procedures
Checklist (an abbrevited complete process flow)
Templates
and then software.

People use these, but realy refer to the Process design. That is okay.

Hope this helps all.

PS try a step action table to document your procedures. Eg a table

Step Action
1 Read invoice
2 pick up phone
3 etc
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fran ruiz Madrid, Spain
Thanks for all your recommendations. I`ll take care.

Regards

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