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A practical walkthrough for documenting a process, assigning responsibilities and reviewing the result.
Before you begin
Choose one routine task that involves more than one person. Gather the people who do the work and write down what a successful result looks like.
What you will need
- A recent example of the task.
- The information each person needs.
- A shared place to record decisions.
Three steps to a clearer process
Map the work
Describe the task from the first request to the final handover.
Assign ownership
Give each step an owner and a clear completion rule.
Review together
Try the process, collect feedback and refine the steps.
Try the process with a real example
Walk through the task with your team. Note any missing information, repeated work or unclear handovers.
Check the result
Compare the outcome with the success criteria you agreed on. Record what worked and choose one thing to improve next.
Common questions
Include enough detail for someone to complete the task and handle the most common exceptions.