Standardize before you automate. Three simple templates for writing down exactly how a process works today — so when you're ready to automate it, there's no guesswork about what "the right way" actually is.
Automating a process that isn't consistent just makes the inconsistency happen faster. Before any task is a good candidate for automation, you should be able to write down the exact steps involved with no judgment calls required. These templates exist to help you get there — whether or not you ever automate the process, having it written down clearly also makes it easier to train new hires, hand work off to a teammate, or spot where the process breaks down.
A step-by-step outline for writing down a process exactly as it happens today — inputs, steps in order, who's responsible for each step, and expected outputs. Meant to capture reality, not the idealized version.
A simple checklist format for anywhere a task passes from one person (or system) to another — so nothing gets dropped when a process changes hands, and it's obvious what "done" looks like at each stage.
A lightweight flowchart structure for the moments in a process that involve a judgment call — helping you see whether those decisions follow a consistent rule (automatable) or genuinely vary case by case (not automatable yet).
Small and medium-sized business owners and managers who suspect a process is costing them time or causing mistakes, but haven't yet written down exactly how it works today. It's useful whether you plan to automate the process yourself, hand it to an automation partner, or simply want your team doing it the same way every time.
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