Compare the current and proposed workflow

A side-by-side plan using the steps you write, with an owner and a test for success.

Describe how the task happens today and how you would like it to happen.

The worksheet formats your proposal. It does not establish feasibility, count saved hours, or verify that the proposed steps are safer or better.

Examples are prefilled. Use roles and fictional details; do not enter passwords, private customer information, or confidential business records.