Business Health Check Program

• Developing a business health check program enhances performance, accuracy, and efficiency.

Building a Business Health Check Program

• Implementing a structured program is key to maintaining consistency.
• A business health check program enables monitoring of employee performance for fair raises.
• Regular monitoring helps in proactively addressing issues before external audits.

Purpose

• To monitor and keep a pulse on business and employee performance.

Implementing the Program

• This guide is tailored for existing businesses.
• Start with a kickoff meeting to introduce the quality assurance program to staff.
• Addressing concerns and questions ensures a smoother rollout.

Assigning Responsibility

• Designate a QA person responsible for evaluations.
• Identify all processes that need monitoring.
• Determine if one person will oversee all processes or if responsibilities will be divided.
• Ensure procedures are current and up-to-date.
• Verify the existence of procedures for all processes.

Monitoring Frequency (Cadence)

• Establish how often processes will be monitored (e.g., weekly, monthly).

Feedback

• Provide regular feedback to employees and management.
• Feedback should cover individual performance and the overall health of the processes.
• Identify bottlenecks and gaps within processes.

End of Month Reporting

• Use bar graphs to display business and employee performance.
• This reporting keeps a pulse on the business, ensuring employees meet expectations.
• Someone is assigned to evaluate processes.
• Ensure procedures are in place and followed.
• Deliver end-of-month reports.
• This proactive approach avoids surprises during audits and facilitates employee evaluations.
• Quality scores and comments can highlight strengths and opportunities.

Intake Form

• Use an intake form to gather key information.
• The intake form helps the evaluator understand the business.
• Include the number of processes to be evaluated.
• Determine the number of procedures in place.

Existing QA Program

• Evaluate the current QA process if one exists.
• Identify who is responsible for each process.
• List the systems and equipment used in each step.

Summary of Intake Form

• Number of processes and procedures.
• Status of the existing QA program.
• Responsibilities.
• Systems and equipment in use.

Meeting With Subject Matter Expert (SME)

• Engage with individuals knowledgeable about the processes.
• Use the intake form as a guide to discuss procedures, systems, and equipment.

Key Discussion Points

• Procedures, number of processes, systems, and equipment.
• Existing reporting.
• Internal QA programs.
• Document all details thoroughly during the meeting.
• By keeping a pulse on the business, performance of staff is tracked.

Request and Review

• Request and review all items discussed on the intake form.
• The QA evaluator is gathering as much as they can about the process and procedures.
• Request access to procedures.
• System access enables the evaluator to follow procedures.
• Include equipment access requests, if applicable.

System Access

• If full access is not granted, request read-only access.
• If system access is impossible, request screenshots of key screens. Reporting
• Enables identification of trends and opportunities.
• Strengthens processes and improves efficiency.
• Use reports to find opportunities for improvement.
• These steps give an understanding of the business before the next phase.