1. 1 Flowcharting Standards “Getting Better Everyday”

2. 2 Agenda Foundation for Improvement Foundation for Improvement Eternally Successful Organizations Eternally Successful Organizations Flowcharting Standards Flowcharting Standards Examples Examples

3. 3 Foundation for Improvement

4. 4 Vision of BYU As good as BYU is: “Please do not misinterpret my statements. We have not arrived! There is more to do! But we have vision, commitment, and some additional resources—these are the ingredients that will move us forward.” “Please do not misinterpret my statements. We have not arrived! There is more to do! But we have vision, commitment, and some additional resources—these are the ingredients that will move us forward.” President Merrill J. Bateman

5. 5 Vision of BYU “I thought how important BYU is as a window on the Church.” President Merrill J. Bateman

6. 6 Leading Beneficial Change “The point of all this isn’t perfection. It’s simply that we get better—better in systematic and concrete ways that improve the company’s bottom line. That kind of leadership mentality—at every level of the organization—is what sets us apart.” Kate Leadership and Self-Deception Getting Out of the Box

7. 7 Leading Beneficial Change Systematic Systematic Concrete Concrete Improves the bottom line Improves the bottom line Builds in quality rather than inspects out poor quality Builds in quality rather than inspects out poor qualityPragmatic

8. 8 Eternally Successful Organization Defined company methodologies, Defined company methodologies, Consistent and effective maintenance of the methodologies, Consistent and effective maintenance of the methodologies, Continuous review and improvement of the methodologies, and Continuous review and improvement of the methodologies, and Establishment of a system integrity manager to ensure the above characteristics are achieved. Establishment of a system integrity manager to ensure the above characteristics are achieved. Phillip B. Crosby The Eternally Successful Organization

9. 9 Defined Company Methodologies Consensus of Process Consensus of Process Documented Documented Accessible Accessible Meet Needs of All Employees Meet Needs of All Employees Reference Reference Training Training

10. 10 Consistent/Effective Maintenance of Methodologies Central Control Central Control Standard Format Standard Format Address Policies, Procedures, Work Instructions, Job Aids Address Policies, Procedures, Work Instructions, Job Aids Current—Represent Actual Practice Current—Represent Actual Practice Timely Update Timely Update Changes Communicated to Employees Changes Communicated to Employees

11. 11 Foundation Document: Policy Nest

12. 12 Flowcharting "Draw a flowchart of what you are doing. Until you do, you do not fully understand what you are doing. You just have a job." Dr. W. Edwards Deming

13. 13 Process Flow Chart

14. 14 Continuous Review and Improvement of the Methodologies Measurement Measurement Analysis Analysis Improvement Improvement Training Training Facilitation Facilitation

15. 15 What does audit get out of this? Help Achieve Our Mission Help Achieve Our Mission

16. 16 Updated IIA Standards : Internal auditing is an independent, objective assurance and consulting activity designed to add value and improve an organization’s operations. It helps an organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Internal auditing is an independent, objective assurance and consulting activity designed to add value and improve an organization’s operations. It helps an organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes.

17. 17 What does audit get out of this? Help Achieve Our Mission Help Achieve Our Mission Promote Business Controls Promote Business Controls Add Value to SAS Add Value to SAS Provide Example of How It Can Be Done Provide Example of How It Can Be Done SAS is Motivated, Competent, Flag Waver SAS is Motivated, Competent, Flag Waver Give Others a Place to Start Give Others a Place to Start

18. 18 Flowcharting Basics Visio Visio

19. 19 Flowchart Standards: Standard Template and Stencil Standard Template and Stencil Disk: Resources/Flowcharting/BYUH Flowchart; BYUH Stencil Disk: Resources/Flowcharting/BYUH Flowchart; BYUH Stencil Naming Convention Naming Convention Bottom Left: File Path/Initials/Date Prepared/Current Date/Current Time Bottom Left: File Path/Initials/Date Prepared/Current Date/Current Time Name: Function/Descriptive Title Name: Function/Descriptive Title Backup Backup Save to C:/ Drive; Save every five minutes. Save to C:/ Drive; Save every five minutes. Save to Shared Drive or Zip drive at end of day. Save to Shared Drive or Zip drive at end of day.