Business process guide
Process Optimization Project Checklist
Use this checklist as a planning prompt rather than a rigid methodology.
Practical note: process design depends on organization, data, controls, laws, contracts and technology. Treat examples and calculators as educational planning aids, then validate changes against your own requirements.
Problem and scope
Is the process trigger and outcome defined? Is current performance known? Are customer and control requirements documented?
Design and technology
Have exceptions, roles, data ownership, integrations and manual fallback been considered?
Launch and operation
Are test evidence, training, support, metrics, ownership and rollback or contingency plans ready?