Process Mapping

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Process Mapping Toolkit

Overview Process mapping is a technique that makes workflows visible. A process map is a flowchart that shows who is doing what, with whom, when, for how long and with what documents. It shows how operational decisions are made and the sequence of events. Effective process mapping allows financial service providers to analyse and improve many important functions and activities within the institution. This toolkit provides a comprehensive overview of why and how to conduct process-mapping using a four-tiered process-mapping framework that encompasses: 1. Flowcharting the processes 2. Describing the processes 3. Analysing the risks in the processes and identifying process improvements 4. Analysing the internal controls and other risk management strategies to manage the risks Benefits MicroSave’s Action Research Partners report extremely positive results from mapping processes. In many institutions this may reflect the prior absence of a mechanism to review processes holistically combined with the organic growth of processes over time. The speed at which visible efficiency gains can be realised suggests that significant benefits can be derived from a first round of process mapping. Benefits reported operate at strategic, managerial and operational levels. Risk Management: Risks are quickly identified and appropriate responses designed. Risk mitigation tactics can be monitored and assessed. Tanzania Postal Bank, for example, is using process mapping to strengthen their management of credit risk. Human Resource Management: There is usually improved assignment of tasks between individuals. Assessment of process related blockages can lead to reallocation of staff, and process improvements result in more efficient use of staff. Equity Bank were able to reallocate significant numbers of staff and thus initiate their marketing department....