Principle 3: Process Approach

Efficiency soars when interrelated activities and resources are managed as a process. When you identify, understand and manage all these interrelated processes as a system, it contributes to improved effectiveness and efficiency. Benefits include:

  • Lower costs through effective use of resources
  • Improved, consistent and predictable results
  • Prioritized improvement opportunities
  • Integration and alignment of the processes that will best achieve desired results
  • Confidence to interested parties regarding the effectiveness and efficiency of the organization

Click here to download the ISO guide to the process approach, its benefits, and how to apply it.

Click on the hyperlinks below to download tactics and tools that work!

Tactics Tools
Systematically define the activities necessary to efficiently manage business processes.
Describe or reference work processes, including the roles, responsibilities, and authorities of management and staff, and including job intake, project management and QA, using standardized internal processes. Use Project Management tools appropriate to the size of your business.

Sample:
Free Open Source project management software tested and used by one HP contractor Sample:
Commercial contractor tool for integrating program requirements, customer experience, audit data and estimating: Sample:
Commercial job intake and marketing campaign tracking and evaluation tools for small contractors: Procurement Process and Documentation

Preventive and Corrective Actions Process

Standard QA/QC process to be applied to every job

Supply Chain QC Process

Procedures for review and approval of responses to solicitations proposals, work orders, subcontracts and purchase orders

Reference List for Equipment Required for BPI Certifications
Establish clear responsibility and accountability for managing key activities.
Define the specific roles, authorities, and responsibilities of management and staff with respect to QA and QC activities. Organization Chart
Analyze and measure the implementation of key activities.
Define the means for effective communications with personnel actually performing work.  
Identify the interfaces of key activities within and between the functions of the organization.
Document the processes used to plan, implement, and assess the work performed. Procedures for oversight of field work

Sub-contractors QC Plan
Provide resources, methods, and materials that will improve key activities of the organization. Procedures for documenting changes in processes. e.g. Contractor Corrective Action Report

Continual Improvement Process

Document procedures for purchased items and services that directly affect the quality of energy upgrade jobs
Structure a system to achieve the organization’s objectives in the most effective and efficient way.
Understand interdependencies between the processes of the system.

Understand organizational capabilities and establishing resource constraints prior to action.

Continually improve the system through measurement and evaluation.
QMS Plan, including:
  • Quality system documentation
  • Annual reviews and planning
  • Management assessments
  • Training
  • Systematic planning of projects
  • Project-specific quality documentation
  • Project and data assessments
How do BPI Accreditation Standards and Obligations fit this principle?
  • BPI Accredited companies maintain systems of quality control governing their operations. These are the procedures a company puts in place that help the company ensure the delivery of quality services to the customer. These procedures include clearly established protocols and best practices for the work that is being done, ongoing training, systematic review of all work, field inspections by supervisors, scheduled periodic maintenance of equipment, and accurate recordkeeping.
  • BPI Accredited companies employ quality control oversight by a BPI Certified Building Analyst Professional on each residential project including the testing in and testing out requirements identified BPI Technical Standards.