Document Control for Quality Management Systems, Certificate Program
Process documentation provides detailed descriptions of how to execute repeatable processes to increase efficiency and preserve key knowledge. Some key benefits include saving time & money, reducing errors, standardization, improving employee onboarding, workplace improvements & efficiencies, and increasing innovation.
How do you create a consistent repeatable standard for your process documentation?
By the end of this program, you’ll understand the scope of the process document, information collection, flowcharts, naming convention, and sequential list formatting.
Who is this Program for?
Business managers, leaders, entrepreneurs, and office managers responsible for driving innovation and growth will gain a practical understanding of how process documentation can improve efficiencies and drive growth.
If managing the operations for your organization falls under your responsibility, this program will be especially appropriate as it takes a high-level strategic view as well as a case study approach.
Participants come from a wide range of industries, including retail, fitness, hospitality, healthcare, technology, and manufacturing.
Program Outline
Unit 1: Understanding Document Control for Quality Management Systems
Duration: 3 hours
It all starts with consistency, compliance, and accurateness. Understand the concepts of centralized documentation: learn to communicate in a solid way and keep individuals informed and compliant with the thousands of policies and procedures they may come into contact with at any given time.
Result: At the end of the training, participants will have gained the following knowledge:
Documentation hierarchy and structure
Standard documentation format
Documentation strategies
Documentation flowcharts
Common document control implementation problems
Unit 2: Setting up Document Control for a New Project
Duration: 7 hours
Understanding the purpose of the process as well as its scope are critical factors in developing process documentation. Now you can begin to map out the sequential tasks involved to take an item from 'initiated' to 'done.'
Result: At the end of the workshop, participants will have gained the knowledge to:
Analyze requirements (internal, client’s, project management team)
Plan what needs to be implemented
Prepare for the project kick-off
Design workflows
Unit 3: Establishing Sound Documentation Metrics
Setting metrics helps your organization know if they’re headed in the right direction.
Duration: 4 hours
Result: At the end of the workshop, participants will have gained the knowledge to:
Measure performance using KPIs (*) and metrics
Design statistics for the management team
Understand users’ requirements
Present and communicate meaningful, fit-for-purpose, useful statistics and reports
Unit 4: Writing Document Control Procedures, Specifications & Requirements
Duration: 8 hours
This is where all the magic happens. Create your own process documentation and mechanisms.
Result: At the end of the workshop, participants will have gained the knowledge to:
Understand what makes a good Document Control procedure
Create easy to understand procedures/requirements
Create mechanisms for improving/updating procedures
Create a Use Case, a sample process documentation for your organization
Unit 5: Implementing a Document Management System
Duration: 4 hours
Once the documentation is all there, you’ll learn how to continually update it and make sure that the team is using it consistently.
Result: At the end of the workshop, participants will have gained the knowledge to:
Demonstrate how to use software applications for document control
Properly revise and update controlled documents
Establish document retention policies
Properly retire obsolete controlled documents
Understand what certification bodies look for regarding document and record control
Materials Included
Course slides
Document and Record Control Procedures
Procedure and Form Templates
Competency Test
Certificate
Program Instructor
Dafne Canales BA, MBA
Former founder and CEO of the innovative digital marketing software company, Spartan Spark, Dafne Canales has earned her reputation as the business development “whisperer.” With an MBA from the University of Calgary, she went on to forge an impressive career, significantly boosting the sales revenue of countless clients by using her unique, out-of-the-box approach to resolve complex marketing problems. Specializing in businesses that need to redefine themselves to stand out in the marketplace, Dafne has an uncanny ability to zero in on previously overlooked assets, opportunities, and underperforming activities that she can then guide her clients to optimize, thereby enhancing their profits.
Marketing is a longtime passion of this sales-savvy visionary who also became quite intrigued with technology’s digital landscape. Now, leveraging the Spartan Spark proprietary software she co-created, Dafne brings her clients the best of both worlds. Deemed worthy of research grants, her 7-Second Trust Formula uses behavioural marketing strategies to create client trust via digital marketing platforms for a more personalized user experience that translates into additional sign-ups and sales.
A member of the Neuromarketing Business and Science Association and the Society for the Advancement of Behavioural Economics, Dafne travels monthly to San Francisco to attend meetings with her advisory board. A sought-after speaker and facilitator, this creative innovator never stops giving of her time and talent, even teaching corporate in-house marketing teams the latest digital marketing strategies.
Highlights
Executive Masters in Business Administration from the University of Calgary's Haskayne School of Business
Received Scientific Research and Experimental Development (SR&ED) for innovative software
2020 — Rated in the top Software-as-a-Service companies in Canada in position #64, Latka Rankings
Grant recipient for 7-Second Trust Formula
Member of the Neuromarketing Business and Science Association
Member of the Society for the Advancement of Behavioural Economics
Peer Guidance Entrepreneur Educator
Approved service provider for Alberta Innovates & National Research Council
2018 Delegate, Information Technology Association of Canada Mission to Ireland
Speaker, International Technology Partnership Program, Guangdong, China
Panel Moderator, Chamber of Commerce 403 Series
Software Innovation featured as a Case Study in the Globe & Mail's Report on Small Business
Panel moderator, Entrepreneurs’ Organization's Accelerator Learning Day
Lemons-to-Lemonade Host
Teaching Highlights
Connection Silicon Valley Accelerator Program
Entrepreneurs’ Organization, San Francisco Chapter
University of Calgary – Empower project at Enactus Calgary
Calgary Chamber of Commerce – CEO Roundtable Workshops
Better Business Bureau – Power Lunch Workshops
Momentum – Self Employment Groups
Centre for Newcomers – Training Program