Flowcharting
Standards
“Getting Better Everyday”
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Agenda
Foundation for Improvement
 Eternally Successful Organizations
 Flowcharting Standards
 Examples

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Foundation for Improvement
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Vision of BYU
As good as BYU is:
“Please do not misinterpret my
statements. We have not arrived!
There is more to do! But we have
vision, commitment, and some
additional resources—these are the
ingredients that will move us forward.”
President Merrill J. Bateman
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Vision of BYU
“I thought how important BYU is as a
window on the Church.”
President Merrill J. Bateman
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Leading Beneficial Change
“The point of all this isn’t perfection. It’s
simply that we get better—better in
systematic and concrete ways that
improve the company’s bottom line.
That kind of leadership mentality—at
every level of the organization—is what
sets us apart.”
Kate
Leadership and Self-Deception
Getting Out of the Box
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Leading Beneficial Change
Systematic
 Concrete
 Improves the bottom line
 Builds in quality rather than inspects out
poor quality

Pragmatic
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Eternally Successful
Organization
Defined company methodologies,
 Consistent and effective maintenance of the
methodologies,
 Continuous review and improvement of the
methodologies, and
 Establishment of a system integrity manager
to ensure the above characteristics are
achieved.

Phillip B. Crosby
The Eternally Successful Organization
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Defined Company Methodologies
Consensus of Process
 Documented
 Accessible
 Meet Needs of All Employees

Reference
 Training

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Consistent/Effective Maintenance
of Methodologies
Central Control
 Standard Format
 Address Policies, Procedures, Work
Instructions, Job Aids
 Current—Represent Actual Practice
 Timely Update
 Changes Communicated to Employees

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Foundation Document: Policy Nest
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Flowcharting
"Draw a flowchart of what you are doing.
Until you do, you do not fully understand
what you are doing. You just have a job."
Dr. W. Edwards Deming
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Process Flow Chart
Process Map
Brigham Young
University
Department:
Process:
Bookstore
Cash Receipts Processing
Document Level: 5
Tech Data Proprietary
Dept. A
Dept. B
Dept. C
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Continuous Review and Improvement
of the Methodologies
Measurement
 Analysis
 Improvement
 Training
 Facilitation
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What does audit get out of this?

Help Achieve Our Mission
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Updated IIA Standards :

Internal auditing is an independent,
objective assurance and consulting
activity designed to add value and
improve an organization’s operations. It
helps an organization accomplish its
objectives by bringing a systematic,
disciplined approach to evaluate and
improve the effectiveness of risk
management, control, and governance
processes.
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What does audit get out of this?

Help Achieve Our Mission
Promote Business Controls
 Add Value to SAS
 Provide Example of How It Can Be Done
 SAS is Motivated, Competent, Flag Waver


Give Others a Place to Start
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Flowcharting Basics

Visio
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Flowchart Standards:

Standard Template and Stencil


Naming Convention
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Disk: Resources/Flowcharting/BYUH Flowchart;
BYUH Stencil
Bottom Left: File Path/Initials/Date
Prepared/Current Date/Current Time
Name: Function/Descriptive Title
Backup


Save to C:/ Drive; Save every five minutes.
Save to Shared Drive or Zip drive at end of day.
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