Action Plan_ Optimization and Improvement of Operational Processes (1).pptx

Business Template for presentation about operational processes

1. Action Plan: Optimization and Improvement of Operational Processes May 20, 2024

2. Agenda Objective and Implementation Period Responsible Parties Approved Implementations General Recommendations Automated Control Spreadsheet Timeline for Badges and Uniforms Stock Management Digital Folder Map

3. Objective and Implementation Period The primary objective of the action plan is to standardize 70% of the current employees at United Investimentos, aiming for a more uniform workforce. This initiative is set to be implemented from June 1, 2024, through to December 31, 2024, focusing on operational process optimization. Overview Plus tip: Consider highlighting the importance of standardization for enhancing operational efficiency and the significance of the implementation period.

4. Responsible Parties Responsible for Implementation Action Plan Preparation Elaborated by: Team X Approval: Manager A Monitoring: Supervisor B Oversees the process: Director C Quality Assurance: Specialist D Feedback and Improvements: Analyst E Final Approval: Executive F Implementation Support: Coordinator G Performance Evaluation: Consultant H Prepared by: Team X Reviewed by: Manager A Endorsed by: Director C Strategic Alignment: Executive F Implementation Planning: Coordinator G Risk Management: Specialist D Stakeholder Communication: Analyst E Change Management: Supervisor B Budgeting: Consultant H Overview

5. Approved Implementations Creation of a planilha automatizada (automated spreadsheet) for process control Definition of useful time for crachá (badge) and uniforme (uniform) management Establishment of duplicate stock for uniforms and to address unforeseen circumstances Reestructuring of the deposit room Contact with at least three responsible suppliers for continuous and efficient supply management Implementations

6. Recommendations General Recommendations Create an automated control spreadsheet to streamline process monitoring and management. Define a useful time period for badge and uniform issuance to ensure operational efficiency. Maintain a duplicate stock of uniforms to address delivery delays and unexpected needs. Establish contact with at least three suppliers to diversify risk and ensure continuity of supply.

7. Automated Control Spreadsheet Identification and Design Development and Testing Implementation and Integration Identify crucial information for control, such as employee data, uniform requests, and stock levels. Design the spreadsheet layout for functionality and clarity. Develop the automated spreadsheet using appropriate formulas for data calculation and ensure it meets the control requirements. Conduct thorough testing to validate its functionality. Train employees on how to use the automated spreadsheet for control purposes. Integrate it into the operational process for efficient monitoring and management. Process

8. Process Timeline for Badges and Uniforms Establishing a maximum timeframe for the issuance of badges and uniforms to ensure timely delivery and operational efficiency. Communicating the issuance timeline clearly to all employees and relevant departments to ensure awareness and adherence to the established schedule. Monitoring the compliance of badge and uniform issuance timeline and performance against set objectives. Issuance Period Communication Plan Compliance Monitoring Implementing corrective measures to address any deviations from the issuance timeline and improve the process efficiency. Corrective Measures Issuance Period Guidelines Communication Plan for Issuance Timeline Issuance Timeline Announcement Employee Notification Monitoring Plan Compliance Reports Corrective Action Plan Process Improvement Initiatives Plus tip: Customize the badge and uniform issuance timeline to align with your organization's specific needs and operational efficiency goals.

9. Stock Management Maintain duplicate stock for uniforms Stock Levels Ensure efficient delivery procedures Delivery Efficiency Regularly monitor stock levels Stock Monitoring Metrics

10. Digital Folder Map Organize a centralized digital folder with all relevant documents, spreadsheets, and information for the operations area Keep the folder updated to ensure accuracy and relevance Establish clear guidelines for folder organization to facilitate easy access Grant appropriate access to team members based on their roles and responsibilities Process

11. Thank you .