LeverageAI / Practical worksheets

Process mapping worksheet

Map one job, its decisions and the information each person needs.

A free worksheet from ailevrg.com/guides/process-mapping-template

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Pick one job you can follow from beginning to end. The worksheet is optional; the SVG is a blank map you can edit or print.

Worked example · Invented for this guide

A monthly reporting map

Invented teaching example. No client outcome is claimed.

Request: prepare the agreed monthly client report.

Finish: a person reviews the figures and explanation before release.

Check requirements, collect figures, validate the period, prepare a draft and review it.

Client A needs performance against the agreed plan.

Client B needs an explanation for a change in one channel.

A missing data source returns the job to collection; it is not filled with an invented number.

The account manager confirms changes in client requirements.

The analyst records a new analysis route before it becomes part of the next report.

Illustrative reporting route

Account manager
Confirm what this client needs
Check the agreed questions, reporting period and current requirements.
Reporting system and analyst
Gather the required figures
Use the sources for this version of the report. Flag a missing source rather than treating it as a zero.
Analyst
Choose the reporting route
A standard report follows the common route. A client-specific question needs its own analysis and explanation.
Person responsible for the account
Review the figures and interpretation
Check that the period, definitions and explanation match the client’s situation.
Account manager
Release and record the version
Send the reviewed report and keep the requirements used to build it.

This is an invented map. Missing figures return to collection; a changed client requirement returns to the first step.