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Template · 3 min
Process Mapping Template
A simple, KEI&S-standard way to map a process on one page.
Process header
| Field | Entry |
|---|---|
| Process name | |
| Grid cell | e.g. Money × Process |
| Owner | |
| Trigger (what starts it) | |
| Output (what finishes it) | |
| Systems used | |
| How often it runs | |
| Version and date |
Steps
| # | Step | Who | Tool / record | Rule or approval | Time |
|---|---|---|---|---|---|
| 1 | |||||
| 2 | |||||
| 3 | |||||
| 4 | |||||
| 5 | |||||
| 6 |
Checks
KEI&S mapping standards
- Map the process as it runs today first, not as it should
- One verb per step (Receive, Check, Approve, Record)
- Keep to one page; split larger processes
- Note every place work waits
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