Planning window
Half-day workshop plus baseline collection
Planning estimate, not a delivery promiseWho to involve
Facilitator · People doing the work · Process owner · IT/data contact
Map actual work
Trace one task from request to completion. Include handoffs, waiting, copying and corrections, not just the official process diagram.
Find the friction
Estimate task frequency, active handling time and review effort. Mark uncertain estimates and choose a short observation period to verify them.
Test fit before scoring
Look for repeated text or document work with available data and a review path. Compare elimination, process repair and rules-based automation with AI.
What you leave with
- Process map
- Time and pain inventory
- Shortlist with data and review requirements
Common mistakes
- Brainstorming tools rather than tasks
- Ignoring low-volume work
- Ranking risky tasks as quick wins