1. Providing Leadership
Management Responsibility
Reviewing vision, mission goals and expectations to ensure leadership within the company.
2. Creating a System
Management System
Writing company policies, procedures and work instructions to create consistency and provide a baseline for improvement.
3. Defining Clients' Needs
Review of Client Issues
Determining the company's ability to met client's needs and expectations to ensure they will be met before a client places and account.
4. Controlling Internal Data
Document & Data Control
Maintaining both electronic and paper formats of policies, procedures, work instructions, etc. and keeping all information concise, up to date and accessible.
5. Purchasing
Purchasing
Managing the purchasing process (major products and services only) to ensure vendors meet the needs of your company and your client.
6. Controlling Client Data
Control of Client & Customer Supplied Data
Securing and controlling all data flowing into the office to protect privacy and help prevent fraud.
7. Tracking Data
Data Identification & Traceability
Understanding company information and where it belongs to avoid errors.
8. Creating Consistent Performance
Process Control
Maintaining procedures or instructions for consistent performance to provide clients with evidence of and confidence in your performance.
9. Reviewing Process
Inspection & Testing
Testing, reviewing and verifying planned work processes to ensure consistency and to correct or improve processes as necessary.
10. Making Sure the System Works
Inspection & Test Status
Verifying that company processes occur in sequence to ensure cross-departmental processes work properly.
11. Identifying Mistakes and Problems
Identification of Nonconformity
Identifying and recording errors or problems to prevent further damage and improve service.
12. Continuously Improving
Corrective Action, Preventive Action, & Continuous Improvement
Correcting and preventing problems by finding a better, faster or more reliable way to accomplish work.
13. Planning for Disaster
Handling, Storage, Preservation, & Delivery
Disaster planning and delivery of information to protect client-provided data and integrity of service.
14. Securing Data
Management of Records/Data
Disaster planning and delivery of information to protect client-provided data and integrity of service.
15. Auditing the System
Internal Management Audits
Ensuring procedures and policies are followed and the management system is working by having all departments inspected on a regular basis.
16. Training
Training
Continuously training all staff to ensure employees are qualified to do their jobs effectively and avoid mistakes that affect the company's quality of service.
17. Measuring Results
Process & Client Satisfaction Measurements
Measuring results internally and externally to confirm processes are performing well and to provide targets for improvement.