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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