Process Documentation + Role Transitioning

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Case Study >

Healthcare

INDUSTRY

125 EMPLOYEES

$50M

ANNUAL REVENUE

Background

A controller, faced with the resignation of a key team member, was concerned that the soon-to-be vacant role would require an intensive training period for a new resource. The role’s tasking was not well understood and included complex analyses and interpretation to complete deliverables. Because the role was an integral function of the team, the controller needed a solution that provided a transfer of knowledge after the resource had exited.

Objective

+ Evaluate the tasking of the role

+ Facilitate a transfer of knowledge

+ Provide an understanding of the risk and complexity of the role’s tasks

+ Provide a roadmap of tasking for an incoming resource

Solution

+ Quantified hours needed to complete tasks.

+ Qualified risk + complexity to provide insight to managers.

+ Created capacity analysis to better understand utilization and ensure the balance of hours consumed achieves the baseline objectives of the role.

+ Developed roadmap deliverable that provides documented tasking for incoming resources. This documentation is reusable when turnover occurs.

+ Defined goals and objectives of a role within the deliverable to clearly define how an incoming resource achieves success.

Process Documentation Examples