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Process mapping workbook
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Process mapping workbook
Process mapping workbook
Introduction
Brainstorming
Exercise 1 - Identify a process
Exercise 2 - Make your roster
Exercise 3 - Add tasks
Exercise 4 - User stories
Sequencing
Exercise 5 - Create a timeline
Inputs and outputs
Exercise 6 - Task deep dive
Transitions
Exercise 7 - Methods and triggers
Reporting
Exercise 8 - Required reports
Quality check
Exercise 9 - QA data
Checkpoint
Process Summary
Access and security
Exercise 10- Data permissions
Tooling
Exercise 11- Design a solution
Next steps
Config
Base tables
Special views
Final summary template
Prelim summary template
Step only summary template
Archive
Next steps Jeremy
Brainstorming
Instructions
First order of business: tell us the process you are going to map! Write the name of the process in the text box below. This title will populate throughout the rest of the doc.
See an example
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What process will you be mapping out?
Process title:
Next:
Exercise 2 - Make your roster
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