Simplify to Thrive Worksheet
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Task
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MAKE A COPY OF THIS TEMPLATE
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PICK AN OFFERING: What service process flow will you will be examining?
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DEFINE EXPERIENCE: Based on your values, what experience would you like to create for your clients?
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JOT DOWN STEPS: Fill out the Step column of the Worksheet by describing the overall flow of the process. What happens during your onboarding, service delivery, and offboarding?
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MAKE NOTES: Where necessary, make Notes about the process Steps.
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PUT DOWN STEP OWNER: Specify the name of the team member responsible for each Step.
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SPECIFY TOOLS: Next to each Step of the process put a corresponding Tool.
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RECORD NOTES: Also, where necessary, make Notes about the Tools.
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IDENTIFY IMPROVEMENTS: Take a critical look at your process. What would need to happen for it to flow more efficiently and for your team to provide a better customer experience?
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IMPLEMENT IMPROVEMENTS: Create an action plan and have your team execute it.
Drag to adjust the number of frozen columns
Instructions
Prompts (where applicable)
1/ Open your Airtable account. 2/ On this template click on the Copy Base in the upper right hand corner of the screen. 3/ Now you can begin ...
Answer here
Answer here
Go to the [MY PROCESS] tab. You can double-click on the tab to specify the name of your process.
To be done in the [MY PROCESS] tab
What works flawlessly? What do clients rave about? Where do things fall through the cracks? What are the inefficiencies? What problems do we solve over and over again? Where are miscommunications? What have clients complained about? What's been annoying to manage?
To be done in the [MY PROCESS] tab
To be done in the [MY PROCESS] tab
To be done in the [MY PROCESS] tab
What works flawlessly? Where does the information flow easily? Where do things fall through the cracks? What are the inefficiencies? Do we need to enter the same information in several places? What problems do we solve over and over again? Where are miscommunications? What tool has been annoying to manage?
Come back after you and/or your team have filled out your answers in the [MY PROCESS] tab and note your answer here.
Do you need to reorder any of the steps? Do you need to add or remove any steps? Do any of the tools make the process more complicated or difficult to manage than it needs to be? What tools you could integrate so that they could easily "talk" to each other? Are there any steps you could automate without making the process mess personable? In an ideal world, how would you like the process to flow?
You may continue using this worksheet as a reference, but it would be better to track execution of your action plan in your project management tool.
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