Course Outline
Session 1 — Context, Objectives & Foundations
- Purpose and benefits of a unified process architecture for government
- Key concepts: macro-processes, processes, subprocesses, actors, and touchpoints
- Scope definition exercise: selecting pilot areas and success criteria
Session 2 — Identification and Classification of Processes
- Techniques for inventorying existing processes across departments
- Classification framework: strategic, core, support, and regulatory processes
- Practical mapping exercise: create initial process maps for a selected pilot
Session 3 — Integrating Regulations, Users, Providers and Technology
- Methods to capture regulatory constraints and compliance points within processes
- Identifying user journeys, internal/external providers and system touchpoints
- Workshop: augment pilot process maps with regulatory and technology layers
Session 4 — Methodology for Documentation and Maintenance
- Standardised documentation structure for process manuals and SOPs
- Versioning, governance roles, and the lifecycle of process artefacts
- Hands-on: populate a template manual page and maintenance checklist
Session 5 — Standards, Nomenclature and Practical Templates
- Defining naming conventions, taxonomy and metadata for processes
- Designing reusable templates: process card, swimlane, RACI, risk & controls
- Group activity: produce a set of standardised templates tailored to the client
Session 6 — Implementation Roadmap, Piloting and Capacity Building
- Developing an incremental rollout plan and pilot governance model
- Training the trainers: creating a practical transfer plan for departments
- Final exercise: draft a 90-day pilot plan and presentation of next steps
Summary and Next Steps
Deliverables provided with the course will include practical activities and supporting materials such as editable process templates (process cards, swimlane diagrams, RACI matrices), sample documentation pages, workshop facilitation guides, a pilot rollout checklist, and digital slide decks for internal training.
Recommended next steps: run an initial two-week pilot with one or two departments, hold follow-up coaching sessions to refine templates based on feedback, and establish a small governance cell to maintain the institutional process architecture.
Requirements
- Working knowledge of public administration structures
- Familiarity with organizational roles and responsibilities
- Basic experience with process improvement or quality methodologies
Audience
- Government officials involved in planning, process improvement, and institutional coordination
- Regulatory managers and policy advisors within State of Jalisco agencies
- Team leaders responsible for manuals, procedures, and operational standardization
Testimonials (3)
Prepared project on which we could work from the start without wasting time to set up files not needed in exercises. Readiness to answer all questions that came up from participants.
Robert Walczak - Hitachi Energy
Course - Systems Modeling with SysML and Enterprise Architect (EA)
Practise exercises in EA.
Pawel - Krajowa Szkola Skarbowosci
Course - UML in Enterprise Architect (workshops)
The practice on each case, the good explanation, very understandable and broad knowledge of the topics; a real example was used for practice
ESTEFANNY GIL MORA - Global K S.A. de C.V.
Course - Use Case Modeling
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