The Business Process Improvement (BPI) Toolkit is a five-step improvement model that empowers small and medium-sized work groups to define, assess, and improve inefficient business processes. Using the resources provided in this section, UCSF teams can work autonomously to improve specific operations. The toolkit comprises five sequential steps (Initiate, Explore, Improve, Implement, and Celebrate), and includes downloadable materials with detailed descriptions of how to work through each step (including relevant templates). Be sure to read through all five steps before beginning your project!
The Business Process Improvement Toolkit and its associated templates were developed by the UCSF Program Management Office as part of the Chancellor’s Executive Cabinet FY2015 Initiative on Business Process Improvement. The Facilitator Tool Kit was created and published by the University of Wisconsin-Madison’s Office of Quality Improvement.
UCSF's 5-Step BPI Process
To familiarize yourself with business process improvement and why it is important, read the BPI Overview PDF linked below.
Step 1: INITIATE
This step includes guidance on starting a BPI project, including forming an improvement team, creating a project charter, and managing the project.
- BPI Step 1: Initiate (PDF)
- Template: Project Charter (Word Doc)
- Template: Project Schedule (Excel)
- Template: Project Roadmap (Excel)
Step 2: EXPLORE
This step involves mapping and measuring the current state process along with assessing value from the customer’s perspective.
Step 3: IMPROVE
This step is where the team identifies what is broken in the current process, determines why the broken components exist, and figures out how to improve the process via specific changes.
- BPI Step 3: Improve (PDF)
- Template: Root Cause Analysis (Excel)
- Template: Improvements List (Excel)
- Template: Summary of Targeted Changes (Excel)
Step 4: IMPLEMENT
After deciding which changes to pursue in the previous step and defining the desired future state, you will need to implement the changes. This step is about planning and executing the changes.
Step 5: CELEBRATE!
This step is about recognizing and documenting project accomplishments as well as the ongoing work of continuously improving.
The "Facilitator Tool Kit" was developed by the Office of Quality Improvement at the University of Wisconsin-Madison. It is a comprehensive, easy-to-use guide to tools, methods, and techniques for assisting groups with improvement projects. Clear directions lead the reader through the selection and application of practical tools that have been tested with university groups. We recommend it to BPI team leads and facilitators.