Systems, Organization, and People (SOP) Management Audit
Description
The FamBiz Center may extend assistance to SMEs and family enterprises in undertaking a management systems improvement program within the business.
The Systems, Organization, and People (S.O.P.) Management Audit will help client organizations document current business practices, evaluate current operating capabilities using process-level performance indicators, and formulate action plans to develop and implement concrete interventions for performance improvement.
Key Activities
The SOP Audit will involve the following activities to be carried out typically over a period of 2-3 months:
Deliverables
The Audit Team will prepare high-level business process and organizational improvement plans, i.e., (TO-BE) blueprints for business processes, streamlined management structures and decision protocols, and work force configuration and deployment schedules.
The FamBiz Center may extend assistance to SMEs and family enterprises in undertaking a management systems improvement program within the business.
The Systems, Organization, and People (S.O.P.) Management Audit will help client organizations document current business practices, evaluate current operating capabilities using process-level performance indicators, and formulate action plans to develop and implement concrete interventions for performance improvement.
Key Activities
The SOP Audit will involve the following activities to be carried out typically over a period of 2-3 months:
- Interviews with key informants (family members and key managers/decision makers) to define expectations and clarify decision making and governance/supervision practices
- Ocular review of operations and facilities
- Work flow analysis using tracer studies to determine inter-dependencies among organizational units or work teams.
- Documentation of business processes and current practices
- Evaluation of work team composition and management structures
- Identification of performance gaps
- Formulation of improvement strategies and action plans
Deliverables
The Audit Team will prepare high-level business process and organizational improvement plans, i.e., (TO-BE) blueprints for business processes, streamlined management structures and decision protocols, and work force configuration and deployment schedules.
