TEMPLATE LIBRARY / PROCESS

AS-IS / TO-BE process analysis

Document a flow, its friction and the proposed change.

Working structure

Use these prompts as a starting point. Remove fields that do not help the decision and add the context your project needs.

Trigger and outcome

Where the process starts and ends.

Actors and systems

Who and what participates?

AS-IS steps

Current path and exceptions.

Pain points

Waits, rework and failures with evidence.

TO-BE steps

Changed ownership, rules and handoffs.

Measures

How will improvement be shown?

AS-IS / TO-BE process analysis

Trigger and outcome
Where the process starts and ends.

Actors and systems
Who and what participates?

AS-IS steps
Current path and exceptions.

Pain points
Waits, rework and failures with evidence.

TO-BE steps
Changed ownership, rules and handoffs.

Measures
How will improvement be shown?