Training Module
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
Understand
Implement
Manage
Audit
Training module overview
Many organisations have documented processes, but the work still relies on informal coordination, exceptions, and undocumented variants. The result is inconsistent outcomes, unclear responsibilities, and “control gaps” that only become visible during incidents, audits, or escalations.
This full-day foundation module provides a structured approach to designing processes that are clear, runnable, and maintainable. Participants learn how to define process boundaries, map flows and handovers, and embed controls and required evidence directly into the way work is performed — with a level of documentation that supports operations rather than slowing them down.
Many organisations have documented processes, but the work still relies on informal coordination, exceptions, and undocumented variants. The result is inconsistent outcomes, unclear responsibilities, and “control gaps” that only become visible during incidents, audits, or escalations.
This full-day foundation module provides a structured approach to designing processes that are clear, runnable, and maintainable. Participants learn how to define process boundaries, map flows and handovers, and embed controls and required evidence directly into the way work is performed — with a level of documentation that supports operations rather than slowing them down.
Target audience
Management system implementers and coordinators
Process owners and operational managers
Business analysts supporting process definition and documentation
Quality, information security, environmental, HSE, and continuity managers (manager-side process design)
Project teams redesigning processes during organisational or system change
Management system implementers and coordinators
Process owners and operational managers
Business analysts supporting process definition and documentation
Quality, information security, environmental, HSE, and continuity managers (manager-side process design)
Project teams redesigning processes during organisational or system change
Agenda
Process thinking in management systems
What “process-based” control means in practice
Typical gaps: documentation that doesn’t shape real work
Defining processes with clear boundaries
Scope, triggers, inputs, outputs, customers, interfaces
Distinguishing core, management, and support processes (for navigation and ownership)
Mapping flows, roles, and handovers
SIPOC as a fast boundary and interface check
Flow and swimlane mapping focused on decisions, handovers, and exceptions
Embedding control and evidence into the process
Where controls belong: checks, approvals, segregation, validation, reconciliations
Making required evidence explicit without over-documenting
Designing for usability
Right level of detail: when a diagram is enough vs. when a procedure is needed
Managing variants: standardise, allow options, or escalate for redesign
Keeping processes aligned with tools and systems
Designing processes that fit real system capabilities (e.g., ticketing, ERP, CRM)
Preventing “documented process drift” as tools and workflows evolve
Ownership, governance, and change control for processes
Process owner responsibilities and review routines
Practical change control: versioning, impact checks, communication, rollout
Workshop
Select one process and define boundaries (SIPOC)
Map a runnable flow with roles, handovers, controls, and evidence points
Identify usability risks (where bypassing or shadow variants are likely) and define maintenance actions
Process thinking in management systems
What “process-based” control means in practice
Typical gaps: documentation that doesn’t shape real work
Defining processes with clear boundaries
Scope, triggers, inputs, outputs, customers, interfaces
Distinguishing core, management, and support processes (for navigation and ownership)
Mapping flows, roles, and handovers
SIPOC as a fast boundary and interface check
Flow and swimlane mapping focused on decisions, handovers, and exceptions
Embedding control and evidence into the process
Where controls belong: checks, approvals, segregation, validation, reconciliations
Making required evidence explicit without over-documenting
Designing for usability
Right level of detail: when a diagram is enough vs. when a procedure is needed
Managing variants: standardise, allow options, or escalate for redesign
Keeping processes aligned with tools and systems
Designing processes that fit real system capabilities (e.g., ticketing, ERP, CRM)
Preventing “documented process drift” as tools and workflows evolve
Ownership, governance, and change control for processes
Process owner responsibilities and review routines
Practical change control: versioning, impact checks, communication, rollout
Workshop
Select one process and define boundaries (SIPOC)
Map a runnable flow with roles, handovers, controls, and evidence points
Identify usability risks (where bypassing or shadow variants are likely) and define maintenance actions
Course ID:
HAM-PDF-1
Audience:
Manager
Domain:
Agnostic
Available in:
English
Duration:
7 h
List price:
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
What you get
Learning outcomes
Define clear process boundaries including triggers, inputs/outputs, interfaces, and ownership
Create fit-for-purpose process maps (SIPOC and flow/swimlane) that emphasise handovers and decisions
Specify roles and responsibilities in the flow so accountability is operationally clear
Embed controls and required evidence points into process steps without excessive bureaucracy
Decide the appropriate level of process documentation for usability and repeatability
Manage process variants deliberately (standardise, allow controlled options, or redesign)
Set up lightweight process governance and change control to keep documentation aligned with reality
Define clear process boundaries including triggers, inputs/outputs, interfaces, and ownership
Create fit-for-purpose process maps (SIPOC and flow/swimlane) that emphasise handovers and decisions
Specify roles and responsibilities in the flow so accountability is operationally clear
Embed controls and required evidence points into process steps without excessive bureaucracy
Decide the appropriate level of process documentation for usability and repeatability
Manage process variants deliberately (standardise, allow controlled options, or redesign)
Set up lightweight process governance and change control to keep documentation aligned with reality
Learning materials
Slide deck
Participant workbook
Certificate of completion
Slide deck
Participant workbook
Certificate of completion
Templates & tools
SIPOC template
Process flow / swimlane template (roles, handovers, decisions)
Control & evidence mapping sheet (controls, records, system traces)
Process definition sheet (scope, interfaces, owner, key rules)
Process variant decision checklist
Process change impact checklist (roles, tools, documentation, rollout)
Process review and update log
SIPOC template
Process flow / swimlane template (roles, handovers, decisions)
Control & evidence mapping sheet (controls, records, system traces)
Process definition sheet (scope, interfaces, owner, key rules)
Process variant decision checklist
Process change impact checklist (roles, tools, documentation, rollout)
Process review and update log
Prerequisites
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)
Strongly recommended preparatory modules
System Foundations: Context, Stakeholders, and System Boundaries
Understand organisational context, stakeholders, and system boundaries
7 h
System Foundations: Context, Stakeholders, and System Boundaries
Understand organisational context, stakeholders, and system boundaries
7 h
System Foundations: Context, Stakeholders, and System Boundaries
Understand organisational context, stakeholders, and system boundaries
7 h
Helpful preparatory modules
The modules below prepare for an optimal learning experience – but are not strictly necessary for participants to follow.
Documentation & Knowledge Foundations: Documented Information, Records, and Organisational Knowledge
Fundamentals of documented information control, records, and knowledge capture for management systems
7 h
Documentation & Knowledge Foundations: Documented Information, Records, and Organisational Knowledge
Fundamentals of documented information control, records, and knowledge capture for management systems
7 h
Documentation & Knowledge Foundations: Documented Information, Records, and Organisational Knowledge
Fundamentals of documented information control, records, and knowledge capture for management systems
7 h
Continuous learning
Follow-up modules
Follow-up modules
After completion of this module, the following modules are ideal to further deepen the participant's competence.
After completion of this module, the following modules are ideal to further deepen the participant's competence.
Objectives & Performance Foundations
Objectives & Performance Foundations: Objective Setting and KPI Design
Duration
7 h
List price
CHF 550
View module
Objectives & Performance Foundations
Objectives & Performance Foundations: Objective Setting and KPI Design
Duration
7 h
List price
CHF 550
View module
Objectives & Performance Foundations
Objectives & Performance Foundations: Objective Setting and KPI Design
Duration
7 h
List price
CHF 550
View module
Risk Management Foundations
Risk Management Foundations: Consistent Risk and Opportunity Logic Across Management Systems
Duration
7 h
List price
CHF 550
View module
Risk Management Foundations
Risk Management Foundations: Consistent Risk and Opportunity Logic Across Management Systems
Duration
7 h
List price
CHF 550
View module
Risk Management Foundations
Risk Management Foundations: Consistent Risk and Opportunity Logic Across Management Systems
Duration
7 h
List price
CHF 550
View module
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.