Process Optimization Checklist
Systematically optimize your business processes before implementing automation. Check off completed items to track your progress and readiness.
Process Discovery
Map Current Process Flow
Document each step in your current process from start to finish, including decision points and handoffs.
Identify All Stakeholders
List everyone involved in the process, including their roles and responsibilities.
Document Inputs and Outputs
Catalog all data, documents, and information that enters and exits the process.
Measure Current Performance
Track time, cost, quality metrics, and error rates for the existing process.
Process Analysis
Identify Bottlenecks
Find steps that slow down the overall process or create delays.
Analyze Common Failure Points
Document where errors typically occur and what causes them.
Assess Value-Add vs Non-Value-Add Steps
Classify each step as value-adding, non-value-adding but necessary, or waste.
Evaluate System Dependencies
Map connections to other systems, processes, and external factors.
Process Improvement
Eliminate Unnecessary Steps
Remove steps that don't add value or can be consolidated.
Standardize Procedures
Create consistent methods for performing each step in the process.
Implement Error Prevention
Add checks and validations to prevent common mistakes.
Optimize Handoffs Between Teams
Improve communication and information transfer between process participants.
Documentation & Training
Create Process Documentation
Write clear, step-by-step procedures for the optimized process.
Develop Training Materials
Create guides, videos, or presentations to train staff on new procedures.
Establish Process Governance
Define who owns the process and how changes will be managed.
Measurement & Monitoring
Define Key Performance Indicators
Establish metrics to measure process performance and improvement.
Implement Monitoring System
Set up dashboards or reports to track process performance.
Schedule Regular Reviews
Plan periodic reviews to assess performance and identify further improvements.
Your Process Optimization Status
Start with process discovery and analysis before considering automation.
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