Training Module
Process Design
Design, document and maintain usable processes with clear boundaries, flows, handovers, controls and evidence
Overview
Many organizations possess documented processes, yet operational work often relies on informal coordination, exceptions, and undocumented variations, leading to inconsistent outcomes, unclear responsibilities, and control gaps.
This training module offers a structured methodology for designing processes that are clear, executable, and sustainable. Participants will learn to define precise process boundaries, map flows and handovers effectively, and embed controls and necessary evidence directly into documented process design, ensuring documentation supports operations without creating undue bureaucracy.
Applicable environments
This module is applicable across a wide range of management systems and organisational contexts. The concepts are not tied to a specific ISO standard and are used wherever organisations need clear, workable processes, defined ownership, and embedded controls.
It is commonly applied in quality, information security, environmental, and other ISO-based management systems, as well as in non-certified environments that require structured, auditable operations.
Target audience
Management system implementers and coordinators
Executives and department heads accountable for management system performance
Those responsible for processes, policies, assets, risks, and controls related to a management system
Auditors seeking insights into management-side best practice (not audit technique)
Management consultants working with management system design, governance, or improvement
Decision support
Is this module for you?
Agenda
Process design in management systems
Defining processes with clear boundaries
Mapping flows, roles, and handovers
Embedding control and evidence into the process
Designing for usability
Keeping processes aligned with tools and systems
Process ownership, governance, and change control
Case-based workshop
Show detailed agenda...
Learning outcomes
Key outcomes
Design clear, runnable end-to-end processes with explicit boundaries, handovers, and ownership
Embed controls and required evidence directly into process steps without creating unnecessary bureaucracy
Establish practical process ownership and lightweight governance so documented processes remain usable and up to date over time
Additional capabilities
Define clear process boundaries, including triggers, inputs and outputs, interfaces, and ownership
Create fit-for-purpose process maps that emphasise handovers and decisions
Specify roles and responsibilities in the process flow so accountability is operationally clear
Decide the appropriate level of process documentation for usability and repeatability
Manage process variants deliberately
Set up lightweight change control so documentation stays aligned with operational reality
Materials
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Process design and maintenance process including key role definitions
Process definition template
Control & evidence mapping sheet
Process change impact checklist
Process review and update log
AI prompt collection for process management
Confirmation
Certificate of completion
Module ID
HAM-AG-C-09
Discipline
ISO standard
Standard clause
8: Operation
Domains
Target audience
Public delivery
Live virtual
Duration
7 h
List price
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
Delivery
Live virtual delivery
This module is delivered live online and combines conceptual framing, discussion, case work and direct interaction with the instructor.
A public cohort is currently not scheduled. If you register your interest, we will notify you when a new public cohort is scheduled or suitable delivery options become available.
Custom delivery options
For organisations with specific constraints or learning objectives, the module can be adapted in format or scope, including in-house delivery and contextualised case material.
For an optimal learning experience
Prerequisites & preparation
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
Assumed background
This module assumes general familiarity with management system concepts and how operational work is organised in teams and functions. No clause-level knowledge is required.
Helpful background includes:
Understanding of organisational roles, responsibilities, and handovers
Familiarity with basic documented information concepts (procedures, records, versioning)
Preparatory modules
Foundational modules (depending on background)
Useful if you are new to the underlying concepts or want a shared baseline before attending this module.
Supporting modules (optional)
Helpful if you want to deepen related skills, but not required to participate effectively.
