PROCEDURE

Procedure for Process Characterization

PR CI MS 02  ·  Continuous Improvement / Management System

Document code
PR CI MS 02
Version
01
Process owner
CI – MS

Establish the methodology for identifying, documenting, and characterizing all processes in the CDA Co-Living QMS — defining inputs, outputs, resources, KPIs, and risks in alignment with ISO 9001:2015.

In scope
  • All QMS processes in scope
  • Initial implementation characterization
  • Annual review and updates
  • New processes added post-implementation
Out of scope
  • Individual task-level work instructions
  • Financial reporting by external accountants
  • Personal performance evaluations (HR)
Plan
Identify all QMS processes. Define boundaries, inputs, outputs, customers, suppliers. Map KPIs and risks using TE CI MS 02.
Do
Run characterization workshops with area owners. Complete TE CI MS 02. Document resources, competencies, infrastructure.
Check
Review sheets for completeness. Validate KPIs are measurable. Cross-check against ISO 9001:2015 Clause 4.4.
Act
Update sheets from review feedback. Escalate gaps to GM. Trigger annual or ad-hoc review when processes change.
1
Initiate process characterization
CI Manager creates master list of processes to characterize.
2
Distribute TE CI MS 02
Share template with area process owners with guidance.
3
Define process context
Purpose, scope, customers, suppliers, inputs, and outputs.
4
Identify resources & competencies
Human resources, infrastructure, equipment needed.
5
Define KPIs
Measurable indicators with formula, target, frequency, owner.
6
Identify risks & opportunities
Risk-based thinking per ISO 9001:2015 Clause 6.1.
7
Link related documents
Reference procedures, policies, work instructions, records.
8
Review & validate sheets
CI Manager checks consistency and ISO 9001:2015 alignment.
9
Approval by General Manager
Final review and approval of all characterization sheets.
10
Upload to document control
Approved sheets uploaded to Notion and linked in TE CI MS 08.