The Perigon Playbook

The Perigon Playbook is a comprehensive manual containing the organization’s knowledge of a business process.  


The Perigon Playbook Infographic


The Perigon Playbook provides a process map that is much more insightful, comprehensive, and flexible than other process documentation options. It is built upon Microsoft Visio® and uses a library of special designed process mapping templates, symbols, stencils, matrices, and instructions. The four components of a Perigon Playbook include: Process Scorecard (playbook cover), Architecture Profile (table of contents), Process Map (contents), and Matrices (appendices)

The Perigon Playbook: A process mapping template that contains four powerful components to develop and sustain high performance.

Process Scorecard. (The Playbook Cover)

This executive overview summarizes the purpose of the process and its control elements.

  • Customers and suppliers

  • Process and system owners

  • The main products or services

  • Customer feedback

  • Performance summary

Architecture Profile. (Table of Contents)

The Architecture Profile defines the scope and establishes the backbone of the process. It identifies suppliers/inputs, customers/outputs, and the primary activities of the process. This allows the Process Owner to easily communicate on one page what work is taking place within the process. 

Process Map. (The Contents)

The Process Map adds detail to the Architecture Profile, identifying workflow, tasks, improvement opportunities, responsibilities, and knowledge. The process map provides the “who”, “what”, “when”, “where”, and “why” of the process, and also points to the “how”. The map is developed with the full participation and cooperation of not only the process users but also subject matter experts, e.g. Quality, Information Technology, Human Resources, Compliance, Auditors, etc.

Matrices. (Appendices)

Matrices add the knowledge, standards and information detail utilized by Process Owners, process improvement professionals, compliance professionals and subject matter experts. Matrices allow process maps to stand alone, without the need for supporting material. They provide support to ensure that the process is followed consistently and all information is provided in a single source to train a new process user. The Perigon Playbook may contain over 30 matrices but typically includes the following matrices: 

  • Information: forms, task instructions, checklists, visual aids etc.
  • Responsibilities: RACI.
  • Metrics:  process effectiveness and efficiency measures.
  • Opportunities: process problems and opportunities for improvement.



A process mapping template specifically designed for process development, management and improvement.

Designed to be used in process, system, enterprise and community structures, integrating different areas and levels of the company seamlessly.

Quick and easy to create: users can develop maps that are 80-90% complete usable in a half day.

Can be ported easily to an intranet and hyperlinked to stored knowledge.

Contain fully integrated scorecards for all levels of the enterprise.

Include fully established and controlled mapping standards with training programs for support in multiple environments and applications.

Built upon Microsoft Visio® and use a library of specialized templates, symbols, stencils, matrices, instructions and best practices.

Developed in collaboration with over 300 client enterprises.

Interested in working together?

Click Contact Us to find out more about our on-site process mapping services. Or click Training to learn about our public training and Perigon Certification courses. Let us know how BEM can help you.

BEM drives fast performance improvement through focused accountability, greater customer value, cost savings, increased productivity, revenue growth, lead-time reduction, improved quality, and alignment to strategy.

Business Process Mapping for Sustainable Improvement