Free implementation template

Business Workflow Discovery Template

Document one workflow from trigger to completed outcome, including systems, handoffs, exceptions, ownership, and measurable baseline.

Section 1

Trigger

What starts the workflow?
Who or what creates the trigger?
What context must exist?

Section 2

Current path

Steps
Owners
Systems
Manual handoffs

Section 3

Exceptions

Common failure states
Escalations
Approvals
Missing data

Section 4

Baseline

Cycle time
Volume
Error rate
Rework
Completion rate

Turn research into action

Build the workflow, run the growth motion, or model the business case.

Choose your starting point

Start with the smallest surface that solves the problem. Expand when the work expands.

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