The Process Management Toolkit

Capture, simplify and own your core processes using a 4-layer model, a one-page capture template, and a 30-day rollout plan.

• The 4-layer process model

  Separate value streams, processes, activities and work instructions — and stop drawing one giant flowchart.

• One-page capture template

  Trigger, owner, steps, exceptions. Copy-paste into your tool of choice.

• 30-day rollout plan

  Week-by-week guide to going from chaos to living documentation.

Want the long-form context first? Read the BPM guide.