BUSINESS TEMPLATE · T05

Process Map

Maps a workflow from trigger to completion.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Trigger

What event starts this workflow?

ExampleCustomer approves proposal.

Steps

List the major actions in order.

ExampleCreate project → assign team → schedule kickoff → deliver work → QA → closeout.

Owner per step

Identify the role responsible at each stage.

ExampleSales → Project Manager → Delivery Lead → QA Lead.

Handoffs

State what information or output must transfer between people.

ExampleSigned scope, customer notes, promised dates, files.

Wait time

Note where work commonly sits idle and for how long if known.

ExampleAverage 2 days between sale and kickoff.

Failure points

List known places errors or delays occur.

ExampleSales notes missing; unclear owner; customer access not collected.

Output

Define the finished result of the workflow.

ExampleCompleted project accepted by customer and closed internally.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.