Free process-mapping worksheet

Map one workflow before choosing what to fix.

Use this worksheet with the people who do the work. Walk through one recent example, mark where information changes hands or waits, then choose one change to test.

Start the worksheetSee a completed example

Seven guided sections · Leave with one change to test · No email required

Process-mapping worksheet with workflow steps, handoffs, and a highlighted decision point

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Name the workflow and its boundary

Use a trigger-to-outcome name. Keep the scope narrow enough to walk through in one conversation.

List the people

Who creates, changes, approves, receives, or reports on the work?

List the tools and records

Include inboxes, chat, forms, spreadsheets, systems, paper notes, and memory.

Walk through one recent example

Write what actually happened, including rework and unofficial steps. Use one row per action and add another step whenever you need it.

StepWhat happened?Who owned it?Where was it recorded?What waited or went wrong?
1
2
3
4
5
6

Mark decisions and exceptions

What changes the path? What happens when details are missing, approval is late, or the usual owner is unavailable?

Mark handoffs and waits

Where does responsibility or information move? Name the next owner, expected time, and sign that the handoff is complete.

Choose the first useful change

Start with the gap that makes status, ownership, or the next action hard to trust.

Save the map. Test one change.

Keep the worksheet with the team and review what changes after the trial. If the right fix is still unclear, the Business Systems Audit can turn the map into a focused recommendation.

See the Business Systems Audit