The Perigon Playbook

The Perigon Playbook provides a complete process mapping template that contains all of the organization knowledge of the process, as well the improvement journey of the process.


The Perigon Playbook provides a much more flexible and complete solution than anything previously available. It is built upon Microsoft Visio® and uses a library of specialized process mapping templates, symbols, stencils, matrices, instructions and best practices. The four components of a Perigon Playbook include: the Process Scorecard (playbook cover), the Architecture Profile (table of contents), the Map (contents), and the Matrices (appendices)

The Perigon Playbook: Four powerful components that deliver a process mapping template that sustains high performance.

Process Scorecard. (The Playbook Cover)

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

  • Customers and suppliers

  • Process and system owners

  • The main products or services

  • Customer feedback

  • The metrics summary

Architecture Profile. (Table of Contents)

The Architecture profile establishes the backbone of the process. It identifies suppliers and inputs, customers and outputs, and the primary value-added activities for the process, as well as showing several key process performance indicators. Getting the process owner and the process team to understand the basic concepts of the Architecture Profile is essential for successful process development. The Architecture Profile fits on one page and defines the process scope and boundaries.

Process Map. (The Contents)

This component adds detail to the Architecture Map, 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 who may need to utilize the map for very specific purposes, e.g. Quality, Information Technology, Human Resources, Regulatory Compliance, Auditors, etc.

Matrices. (Appendices)

This component adds 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 help to ensure that the process is followed consistently and provide the information necessary to bring a new process user up to speed. The Perigon Playbook may contain over 30 analytical tools but during implementation we will always analyze and define the following matrices: 

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



Are specifically designed for process development, management and improvement, with structure for continuous improvement embedded within its architecture.

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

Are quick and easy to create: users can develop maps that are 80-90% complete and start to use them within two hours.

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.

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

Developed in collaboration with process owners, process teams and subject matter experts.

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