What is a Workflow Map?
A workflow map is a tool that is used to map out a workflow in your business. The most common flow to map out is a service delivery flow that starts before a potential client finds your service and ends when they’re a referring client. You could also map out internal processes like employee onboarding.
The two main parts of a workflow map are the Processes and the Experiments.
Using the example of a childcare centre and their client onboarding flow, their Processes might be:
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- Meet prospective families online
- Help them understand our service
- Outline the enrolment process
- They book a time to view the service
- On-site tour
- They get sent enrolment information
- You get completed enrolment forms
- Admin completes enrolment process
And their Experiments might be:
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- Refine social posts
- Update website to be less of a brochure site
- Create a clear graphic of the enrolment process
- Set up scheduling
- Tour Notes
How do I build a workflow map?
To aid in the process, the workflow map can be developed across multiple mediums. The basic steps are:
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- Create a bullet-point list of the workflow steps you’d like to map in common areas like service delivery or employee onboarding. Need ideas? We’ve done Research.
- Optional: If you want to collaborate with your team and refine your steps, we recommend that you map out the steps on a physical/online whiteboard or a piece of paper so you can review the steps before transferring to Kanban software
- Transfer your workflow map to Kanban software, like Notion, so you can refine your processes and decide on what to work on next
Do you offer a workflow map template?
We have created a workflow map template in Notion for you to use for your business. Get it from here.
Do you have an example of a workflow map?
We’ve created a short video on how the workflow map works.