Question 1 of 9: Business context
Tell us about your business
Question 2 of 9: Which process needs documenting
Which process do you need documented?
Question 3 of 9: People involved
Who is involved in this process? List the roles or job titles, not names.
Question 4 of 9: How the process works today
Walk us through how this process works today, step by step. Even if it feels messy or inconsistent right now, that is exactly what we need.
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Question 5 of 9: Where it breaks down
Where does this process slow down, break down, or create problems for your team?
Prefer to use voice? Record a voice note on your phone and upload it here instead. Accepted file types: mp3, m4a, wav, mp4 (voice memos on iPhone save as .m4a; Android as .mp3 or .m4a)
Question 6 of 9: Tools and software
What tools or software does this process touch?
Question 7 of 9: What it costs today
How much time does this process cost your team right now?
Prefer to use voice? Record a voice note on your phone and upload it here instead. Accepted file types:mp3, m4a, wav, mp4 (voice memos on iPhone save as .m4a; Android as .mp3 or .m4a)
Question 8 of 9: What success looks like
In 30 days, when this process is working properly, what will specifically be different?
Question 9 of 9: Previous attempts
Have you tried to fix or document this process before?
