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Process-mapping worksheet
Answer the questions for one process that takes time or creates load. Print it, fill by hand, or paste the answers into a message to us.
1. The process
Name the process in one sentence.
Who starts it and who receives the outcome?
How often does it run (daily / weekly / monthly / event-driven)?
2. Steps and systems
List 4–8 main steps as they happen today.
Which systems, files, or inboxes are involved?
Where does information pass between people (email, chat, meetings)?
3. Friction and risk
Which step takes the most time?
Where do things fall between the cracks?
Which decisions must stay with a person — and should not be automated?
4. Success
What would count as improvement in 60–90 days?
What should not change in the process?
Next step
Paste your answers or a short summary into the “What would you like to improve?” field in the contact form. You can also suggest a convenient time for a conversation. Print or save the worksheet as a PDF for your own use.
Go to the contact form