To put it simply a process includes sequential steps that one must take in order to arrive at a desired output.
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Looking to bill for clients seen? Ok, what are all the steps that must occur in order to deliver the service or product to the client? Again, sequential steps (inputs) make up a process that help you arrive at the desired output (e.g., seeing clients).
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A process map is a visual representation of what your business (or program) does and who does it.
Value:
Single source of truth pertaining to how the business should operate
Ability to identify improvement opportunities
Drives consistency with delivery of service
Provides a visual instead of a bullet point list
Serves as an orientation tool
How it works:
1. Read + Sign Service Agreement (below)
2. Pay Online
3. Schedule virtual onboarding and mapping session
4. Meet to provide details
5. Review draft
6. Meet to finalize + approve process map
7. Sign-off on work
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