Error-Proofing Business Processes Training

Course Outline
Course Objectives

Intended Audience

Employees, support staff and managers in non-manufacturing environments.

Time To Complete

5 hours (0.5 CEUs)

What is Error-Proofing?

In a transaction-based business, mistakes or errors are a primary source of customer dissatisfaction and rework and can result in unnecessary costs, wasted time and resources and even death.  Incremental improvements can be made through better training, clear job instructions and attention to detail, but mistakes will still happen. Error-proofing techniques, on the other hand, make it impossible to make mistakes in the first place.

See the Manufacturing Version

Error-Proofing Business Processes Online Training

Error-Proofing Business Processes is designed specifically for those working in offices and transactional environments. This course explores how to error-proof transactional processes by studying both the server-side (service provider) and the customer-side of the transaction. The course provides learners with techniques to uncover the root cause of errors and then prevent their recurrence.  For Mistake-Proofing in a manufacturing environment, see Mistake-Proofing Training.

This Training Enables Learners To…

  • Improve processes so that errors are prevented instead of relying on detection to find mistakes.
  • Implement four different types of error-proofing solutions.

Recommended Prerequisites

  • None.

You May Also Be Interested In…

  • Mistake-Proofing Training – Comprehensive online training in poka yoke/mistake-proofing techniques for manufacturing operations.
  • 8D Problem-Solving – Step-by-step training in how to work on a problem-solving team follow the 8D methodology including tools and techniques that are used in each step.
  • The Five Why’s – Focused training in how to use the Five Why’s technique to get to the root cause of problems.

Error-Proofing Business Processes Course Outline

Unit 1 Error-Proofing Primer

Lesson 1 | The Error-Proofing Mindset

  • Understand the error-proofing mindset.
  • Recognize that to error-proof a process or system the root cause of errors must be found and addressed.

Lesson 2 | Error-Proofing in Everyday Life

  • Be aware of examples of common error-proofing in action in everyday life.
  • Understand that error-proofing does not require elaborate efforts or complex systems.

Lesson 3 | Why Errors Are Made

  • Realize that errors are usually due to process problems, not people problems.
  • Become familiar with the transactional model of process and some of the complexities.

Lesson 4 | How Transactions (Can) Go Wrong

  • Understand some of the reasons transactional processes tend to be so complex.
  • View errors by service providers grouped into the categories of tasks, treatment and detractors/attractors, and by customers into groupings of preparation, encounter and resolution.

Lesson 5 | How Error-Proofing Works

  • Become familiar with error-proofing effects, outcomes and solutions.
  • Understand how error-proofing solutions are best developed in a team environment using a structured, data-driven problem-solving approach.

Unit 1 Challenge

  • An assessment of the learner’s progress in this unit.

Unit 2 Error-Proofing Techniques

Lesson 1 | Forms of Error-Proofing Solutions

  • Know that error-proofing solutions are a combination of effects and outcomes.
  • Be aware of common techniques to achieve each of the four types of effects.

Lesson 2 | Developing Error-Proofing Solutions

  • See how error-proofing solutions are best developed using a team problem-solving process.
  • Be familiar with establishing team roles and responsibilities and how to clarify the problem.
  • Understand how to focus on the root cause.
  • Know how to formulate an error-proofing solution and develop an action plan to implement it.

Lesson 3 | Evaluating Solutions

  • Learn how to evaluate whether solution candidates are practical, feasible and cost-effective.
  • Be able to evaluate the robustness of solution candidates.

Lesson 4 | Error-Proofing and the Seven Wastes

  • Recognize the Seven Wastes as chronic, hidden form of errors.
  • Recognize the Seven Wastes in terms of the Transactional Process Model with both server-side and customer-side causes.

Lesson 5 | Complementary Error-Proofing Tools

  • Learn how to apply the Five-Whys, Comparative Analysis, Timeline Analysis and Cause and Effect Diagrams as error-proofing investigative tools.
  • Become familiar with how additive data picture tools help paint a picture of the problem.

Unit 2 Challenge

  • An assessment of the learner’s progress in this unit.

Error-Proofing Business Processes Course Objectives

Unit 1 | Error-Proofing Primer

  • Understand the goal of error-proofing.
  • Know the language of error-proofing.
  • Recognize error-proofing solutions in everyday life and use these solutions as triggers for ideas to error-proof transactional processes.
  • Be familiar with the transactional model of a process and understand how errors can be introduced from the service provider’s side and from the customer’s side of the transaction.
  • See the value of improving processes so that errors are prevented instead of relying on detection to find errors.

Unit 2 | Error-Proofing Techniques

  • Be aware of common techniques for achieving all four types of error-proofing effects.
  • Have a basic understanding of how to identify the root cause of errors.
  • Address root causes of errors by developing error-proofing solution candidates.
  • Evaluate candidates to determine the best solution for the situation.
  • Understand how the Seven Wastes represent chronic process errors and why these chronic errors are as important to address as acute errors.
  • Know how to apply the Five-Whys, Timeline Analysis and Cause & Effect Diagrams as error-proofing investigative tools.
  • Become familiar with additive data picture tools that can help paint a picture of the problem.

Error-Proofing Business Processes Course Outline

Unit 1 Error-Proofing Primer

Lesson 1 | The Error-Proofing Mindset

  • Understand the error-proofing mindset.
  • Recognize that to error-proof a process or system the root cause of errors must be found and addressed.

Lesson 2 | Error-Proofing in Everyday Life

  • Be aware of examples of common error-proofing in action in everyday life.
  • Understand that error-proofing does not require elaborate efforts or complex systems.

Lesson 3 | Why Errors Are Made

  • Realize that errors are usually due to process problems, not people problems.
  • Become familiar with the transactional model of process and some of the complexities.

Lesson 4 | How Transactions (Can) Go Wrong

  • Understand some of the reasons transactional processes tend to be so complex.
  • View errors by service providers grouped into the categories of tasks, treatment and detractors/attractors, and by customers into groupings of preparation, encounter and resolution.

Lesson 5 | How Error-Proofing Works

  • Become familiar with error-proofing effects, outcomes and solutions.
  • Understand how error-proofing solutions are best developed in a team environment using a structured, data-driven problem-solving approach.

Unit 1 Challenge

  • An assessment of the learner's progress in this unit.

Unit 2 Error-Proofing Techniques

Lesson 1 | Forms of Error-Proofing Solutions

  • Know that error-proofing solutions are a combination of effects and outcomes.
  • Be aware of common techniques to achieve each of the four types of effects.

Lesson 2 | Developing Error-Proofing Solutions

  • See how error-proofing solutions are best developed using a team problem-solving process.
  • Be familiar with establishing team roles and responsibilities and how to clarify the problem.
  • Understand how to focus on the root cause.
  • Know how to formulate an error-proofing solution and develop an action plan to implement it.

Lesson 3 | Evaluating Solutions

  • Learn how to evaluate whether solution candidates are practical, feasible and cost-effective.
  • Be able to evaluate the robustness of solution candidates.

Lesson 4 | Error-Proofing and the Seven Wastes

  • Recognize the Seven Wastes as chronic, hidden form of errors.
  • Recognize the Seven Wastes in terms of the Transactional Process Model with both server-side and customer-side causes.

Lesson 5 | Complementary Error-Proofing Tools

  • Learn how to apply the Five-Whys, Comparative Analysis, Timeline Analysis and Cause and Effect Diagrams as error-proofing investigative tools.
  • Become familiar with how additive data picture tools help paint a picture of the problem.

Unit 2 Challenge

  • An assessment of the learner's progress in this unit.

Error-Proofing Business Processes Course Objectives

Unit 1 | Error-Proofing Primer

  • Understand the goal of error-proofing.
  • Know the language of error-proofing.
  • Recognize error-proofing solutions in everyday life and use these solutions as triggers for ideas to error-proof transactional processes.
  • Be familiar with the transactional model of a process and understand how errors can be introduced from the service provider's side and from the customer's side of the transaction.
  • See the value of improving processes so that errors are prevented instead of relying on detection to find errors.

Unit 2 | Error-Proofing Techniques

  • Be aware of common techniques for achieving all four types of error-proofing effects.
  • Have a basic understanding of how to identify the root cause of errors.
  • Address root causes of errors by developing error-proofing solution candidates.
  • Evaluate candidates to determine the best solution for the situation.
  • Understand how the Seven Wastes represent chronic process errors and why these chronic errors are as important to address as acute errors.
  • Know how to apply the Five-Whys, Timeline Analysis and Cause & Effect Diagrams as error-proofing investigative tools.
  • Become familiar with additive data picture tools that can help paint a picture of the problem.