Training Module
Process Design Foundations
Learn the fundamentals of defining process boundaries, mapping flows and handovers, and embedding controls and required evidence into usable process documentation
Training Module
Process Design Foundations
Learn the fundamentals of defining process boundaries, mapping flows and handovers, and embedding controls and required evidence into usable process documentation
Training Module
Process Design Foundations
Learn the fundamentals of defining process boundaries, mapping flows and handovers, and embedding controls and required evidence into usable process documentation
Are your documented processes failing to translate into consistent, reliable operations?
This training module focuses on practical design choices that enhance process usability and traceability in day-to-day operations, moving beyond mere process maps to truly runnable and maintainable processes.
Are your documented processes failing to translate into consistent, reliable operations?
This training module focuses on practical design choices that enhance process usability and traceability in day-to-day operations, moving beyond mere process maps to truly runnable and maintainable processes.
Are your documented processes failing to translate into consistent, reliable operations?
This training module focuses on practical design choices that enhance process usability and traceability in day-to-day operations, moving beyond mere process maps to truly runnable and maintainable processes.
Training module overview
Training module overview
Training module 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 work execution, ensuring documentation supports operations without creating undue bureaucracy.
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 work execution, 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
Target audience
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
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?
It is a good fit if you…
are responsible for defining or improving operational processes.
rely on assumptions or informal knowledge instead of clear processes.
struggle with handovers, inconsistent execution, or process gaps.
need processes that support accountability, control, and audits.
want processes people can actually run and maintain.
are responsible for defining or improving operational processes.
rely on assumptions or informal knowledge instead of clear processes.
struggle with handovers, inconsistent execution, or process gaps.
need processes that support accountability, control, and audits.
want processes people can actually run and maintain.
If most of the points above apply, this module is likely a good fit.
It may not be the best fit if you…
already operate clear, consistently applied, and regularly reviewed processes.
have no mandate or interest in shaping process design.
are only looking for tool-specific modelling training.
expect end-to-end process redesign rather than foundations.
already operate clear, consistently applied, and regularly reviewed processes.
have no mandate or interest in shaping process design.
are only looking for tool-specific modelling training.
expect end-to-end process redesign rather than foundations.
Agenda
Agenda
Agenda
Process thinking 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
Ownership, governance, and change control for processes
Case-based workshop
Show detailed agenda...
Process thinking 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
Ownership, governance, and change control for processes
Case-based workshop
Show detailed agenda...
Process thinking 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
Ownership, governance, and change control for processes
Case-based workshop
Show detailed agenda...
Learning outcomes
Learning outcomes
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 processes remain usable and up to date over time
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 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
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
Additional benefits
Additional benefits
Additional benefits
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Process management 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
Process management 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
Domain
Audience
Manager
Language
English
Delivery
Live virtual
Duration
7 h
List price
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
Delivery & learning format
Delivery & learning format
Delivery & learning format
Virtual live teaching
This module is delivered live, with a strong focus on discussion, practical application, and direct interaction with the instructor.
Sessions work through realistic examples, clarify concepts in context, and apply methods directly to participants’ organisational realities.
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.
Not sure if this module is right for you?
Not sure if this module is right for you?
Not sure if this module is right for you?
For an optimal learning experience
Preparation guidance
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.
For an optimal learning experience
Preparation guidance
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.
For an optimal learning experience
Preparation guidance
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)
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.
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Supporting modules (optional)
Helpful if you want to deepen related skills, but not required to participate effectively.
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
7 h
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
7 h
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
7 h
Continuous learning
Follow-up modules
Continuous learning
Follow-up modules
Continuous learning
Follow-up modules
After completion of this module, the following modules are ideal to further deepen your competence. If you are looking for a structured learning path, modules can also be taken as part of a professional track.
Objectives & Performance Foundations
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
Duration
7 h
List price
CHF 550
View module
Objectives & Performance Foundations
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
Duration
7 h
List price
CHF 550
View module
Objectives & Performance Foundations
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
Duration
7 h
List price
CHF 550
View module
Risk Management Foundations
Learn the fundamentals of identifying, evaluating, treating, and monitoring risks and opportunities across management systems
Duration
7 h
List price
CHF 550
View module
Risk Management Foundations
Learn the fundamentals of identifying, evaluating, treating, and monitoring risks and opportunities across management systems
Duration
7 h
List price
CHF 550
View module
Risk Management Foundations
Learn the fundamentals of identifying, evaluating, treating, and monitoring risks and opportunities across management systems
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
Duration
7 h
List price
CHF 550
View module
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
Duration
7 h
List price
CHF 550
View module
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
Duration
7 h
List price
CHF 550
View module
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.