Systems and Procedures Documentation Plus

Facilitation Tasks and Master Checklist

Following are links to the Systems and Procedures Documentation Plus Facilitation Tasks and Master Checklist to be used in the facilitation of documentation of Quality Systems, compliance Systems and other applications of our technologies.  It is suggested that the Administrator maintain this checklist on a password protected web site for the facilitation of the project so that all participants in the project may be kept up to date on the project's progress.  We would be pleased to set up a version of this web for you to use on your project.  If you are interested, contact us. 

Phase 1.   Project Orientation and Planning

Phase 2.   Position Matrix Workshops

Phase 3.   Identify Procedures, Forms, Tools and Processes

Phase 4.   Document Team Procedures

Phase 5.   Assemble Manuals and Procedures

Phase 6.   Internal Review and Audit

Notes on use of Systems and Procedures Documentation Plus

1.  Systems and Procedures Documentation Plus is designed for use in facilitating a wide variety of solutions for clients, including Activity Based Management, Profitability Improvement, Quality Management, ISO/QS 9000, Medicare-Medicaid Compliance, other 3rd Party Registration or Compliance, Transition and Change Management and  Organizational or Process Development or Improvement.  The essence of Systems and Procedures Documentation Plus is gathering and documenting information on what people do and how they do it.  It is anticipated that the Facilitator will add the necessary issue-specific training, expertise, simulations and workshops that are generically referred to throughout this Checklist. Facilitators should not, however, attempt to write the documentation for the clients.  It is essential that the persons using the documentation that is generated by this process take ownership of the documentation and that it be readily understood by all.  The process provides ample opportunity to review, suggest and edit, but the Facilitator should not impose his or her views or judgment on those of the workshop participants. 

2. "Client" refers to the Client's staff and the "Client Contact" as established by the procedure.

3.  "Facilitator" refers to the Roster Network Member performing the facilitation.

4.  "Administrator" refers to Roster Network or the Roster Network member with a PerformanceWare system administering the project.