### Process: `Process Name` **Purpose:** `One sentence explaining why this process exists` **Owner:** `Department/Role responsible for maintaining this process` **Frequency:** `Daily/Weekly/Monthly/Quarterly/Annually/On-demand/Triggered by X` **Duration:** `Typical time to complete end-to-end` **Required Access:** - `System/Platform name and permission level` - `Additional systems as needed` **Required Skills:** - `Specific knowledge or certification` - `Technical skills needed` **Required Approvals:** - `Role/Person who must approve` - `At what stage` - `Additional approvals as needed` **Triggers:** - `What initiates this process` - `Alternative triggers if applicable` **Steps:** 1. `Action` → `Expected Result` → `Who typically does this` 2. `Action` → `Expected Result` → `Who typically does this` 3. `Decision Point`: IF `condition` THEN `action`, ELSE `alternative action` 4. `Continue numbering all steps...` **Inputs:** - `Data/Document/Information needed` - `Format` - `Source` - `Additional inputs as needed` **Outputs:** - `What gets produced` - `Format` - `Destination` - `Additional outputs as needed` **Systems Used:** - `Platform/Tool name` - `How it's used in this process` - `Additional systems as needed` **Dependencies:** - `Other processes that must complete before this one` - `Processes that depend on this one's completion` - `Processes that may be affected by changes to this one` **Common Issues:** - **Issue:** `Problem description` → **Solution:** `How to resolve` - **Issue:** `Problem description` → **Solution:** `How to resolve` **Edge Cases:** - **Scenario:** `Unusual situation` → **Action:** `How to handle` - **Scenario:** `Unusual situation` → **Action:** `How to handle` **Success Metrics:** - `What indicates this process is working well` - `Thresholds/targets - e.g., "Completed within 24 hours 95% of time"` - `When to escalate/intervene - e.g., "Error rate above 5%"` --- ### Template Usage Notes: - Be consistent with terminology throughout all process documentation - Include the "why" not just the "what" for better context - Make decision points explicit using IF/THEN/ELSE format - Write assuming the reader has no prior knowledge of your specific business - Test documentation by having someone unfamiliar with the process review it