Documenting processes

Put a sheet of scenery paper affixed to a wall. Then, bring together a diverse team of people who as a whole know the company from different perspectives. On one end of the paper put a sticky note saying, "Customer in need" and on the other end put another sticky note saying "Customer served". Then, in a collaborative brainstorming session use sticky notes to describe what happens from "Customer in need" until "Customer served". Follow a rule: each sticky note has a verb + a noun. For example: Receive order; Check order; Confirm order; ...

When you feel you have already listed the essential activities, try to group them into what will be the organization's processes.

This technique is described in this free webinar on demand - The Process Approach - What it is, why it is important, and how to do it - https://advisera.com/9001academy/webinar/iso-9001-process-approach-free-webinar-on-demand/

In my example we get this global process map:

Then, for each process, based on the individual sticky notes you can draw a flowchart:

Then, for each process, you can apply the risk-based approach and determine steps that need to be improved, either by changing practices, either by introducing SOPs, or either by introducing new controls.

Please find an example from the above webinar here:

The following material will provide you more information about the process approach:

• In this free webinar on demand you can find the basis for determining process control plans - Measurement, analysis, and improvement according to ISO 9001:2015 - https://advisera.com/9001academy/webinar/measurement-analysis-and-improvement-according-to-iso-9001-2015-free-webinar/
• Free online training ISO 9001:2015 Foundations Course – https://advisera.com/training/iso-9001-foundations-course/
• I base this book on the process approach - Discover ISO 9001:2015 Through Practical Examples - https://advisera.com/books/discover-iso-9001-2015-through-practical-examples/