Process Control: 5 Key Steps and Tools

Key Steps in the Process Control

Control is a cyclical and repetitive process. There are five steps, which aim to ensure that reality conforms to what was planned:

  1. Establishment of Standards: A standard is a benchmark or criterion that forms the basis for the evaluation or comparison of something. Among the standards, the following can be noted:
    • In sum: Production volume, number of stocks, quantity of raw materials, number of hours, etc.
    • Quality: Quality control of raw materials received, quality control of production, product specifications, etc.
    • Time: Standard time to produce a given product, average stock of a certain product, etc.
    • Cost: Production costs, administrative costs, selling costs, etc.
  2. Measurement of Performance:
    • What to measure? Performance measurement focuses on those factors that are critical or decisive, which must be defined in the standards.
    • How to measure? When to measure?
  3. Comparison of Actual and Expected Results: This means checking whether or not what was done matches what was expected.
  4. Provide Feedback of Results: Thanks to feedback on performance, it is possible to compare actual results with projected ones and try adjustments where required.
  5. Carry Out Corrective Actions: Actions to correct deviations from the plan. This may involve:
    • Planning: Developing new plans and, therefore, defining new standards.
    • Organization: Reassigning or clarifying responsibilities, i.e., changing the organizational structure.
    • Direction: Through an enrichment of the roles or more effective leadership skills.
    • Control: Making systems more effective because the mechanism used may not be the most suitable.

Characteristics of Effective Control

Effective control should be:

  • Objective
  • Flexible
  • Economical
  • Adaptable to the organizational climate
  • Understandable to those who use it.

It must lead to corrective measures.

Control Techniques and Tools

  • Quantity Control: Usually associated with the amount of products or services sold.
  • Quality Control: Applied to raw materials, purchasing, and also to the products or services offered.
  • Time Control: Often linked with the programming and control of operations, using tools such as Gantt charts and PERT networks.
  • Cost Control: Used to determine how the different resources are used in the organization.

Monitoring Tools

Monitoring tools are divided into two categories:

  1. Informative: Those that are primarily designed to publicize various economic events generated by the company, including:
    • Accounting: Aims to accurately reflect the economic and financial situation of a company.
    • Statistics: To know, through the development of digital data, any sequence.
    • Ratios: Administrators often build some indexes or quotients.
  2. Corrective: Their fundamental aim is to raise awareness of the degree of compliance with the various plans, the efficient use of resources, and how to correct various deviations.
    • Budgetary Control: Uses the budgets of a company.
    • Quality Control: Measures the degree to which a good or service complies with a particular standard or rule.
    • Performance Evaluation: Measures the results and potential of the human factor.
    • Reengineering: A review of processes to achieve significant improvements.
    • Benchmarking: Comparison with other companies.
Other Monitoring Tools
  • Economic Lot Purchase: Allows knowing the optimal amount of inventory, minimizing procurement costs.
  • Gantt Chart: A calendar in which activities are scheduled, showing the duration of each activity, start and end dates, and the total time required for the execution of a job.
  • PERT Scheduling