Process Documentation & Role Transitioning
VIP SOLUTIONS 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.
OBJECTIVES
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
SOLUTIONS
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
