Project Resources
Your go-to place for helpful resources throughout our project
Prep Checklist
Before we dive into the process discovery meeting, it’s essential to be prepared to ensure a productive session. Here's a checklist to help you organize the necessary information and documentation.
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Questions to Expect
Here's a list of questions to expect during Process Discovery. If you’re feeling ambitious, you can prepare answers in advance. Don’t worry if you’re not sure what to write, we’ll walk through each of them during the session.
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Workflow Mapping
If processes are not documented, use this template to create a simple list of the steps needed to complete the task, work, or project.
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Validation Checklist
A checklist to have handy while you test your ClickUp workflow. Document any feedback and we’ll use it as the agenda for the Validation meeting.
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