1
What event, complaint, or business need triggered this process?
2
List the tools, apps, spreadsheets, or platforms people use to complete this process.
3
What data, context, or access did people need but not have?
4
Describe the handoff points, manual steps, or checks where things slow down or break.
5
Identify any review, sign-off, or escalation gates in the process.
6
Estimate volume or frequency of this process or issue.
7
Capture financial impact, time lost, or opportunity cost per incident.
8
Note any previous fixes, workarounds, tools, or process changes they attempted.
9
Who has the authority to approve spending or a new solution?
10
What documents, files, SOPs, or records are part of this process?
11
What other systems need to talk to each other for this process to work?
12
What is the history of reviews, audits, or changes related to this process?
13
Walk through paperwork, accounts and tool access, training, and who handles it.
14
Cover final pay, access removal, equipment return, documentation, and handover.
0 of 14 answered