Workbook

Process & Value Stream Mapping Workbook

Interactive guided workbook to map current-state flows, capture steps, owners, times and handoffs, identify waste and constraints, design a future-state, and build a pilot and standard-work transition plan. Responses are saved so teams can iterate, share, and measure improvement.

Interactive Tool

Process & Value Stream Mapping Workbook

Use this workbook to make the flow of work explicit so teams can target the highest-leverage improvements. Capture the current state, expose waits and handoffs, identify the most important wastes, design a practical future-state, and create a short pilot and standard-work plan. Paste or type what you know; this workbook is meant to help teams get started and improve with evidence.

Quick example: Enter steps as lines like: Receive order — Sales — 10m — 2h wait — Handoff to Fulfillment.

Describe the process boundary (start and end) and the primary customer(s) and outcomes that matter. Keep this to a few clear sentences.
Name the event that starts the process and the condition that marks completion (examples: 'Order received' -> 'Product shipped').
List each step on a new line using this pattern: Step — Owner/Role — Activity duration (approx) — Wait time (approx) — Handoff target. Example: 'Pick parts — Warehouse Tech — 8m — 30m wait — to Assembly'.
If you can, estimate total lead time and total active (value-adding) time. Note where the largest waits occur and their typical duration.
Identify and briefly describe the three issues that most increase lead time or rework (examples: batching, approvals, unavailable info, equipment downtime). Rank by impact.
For each top waste, note plausible root causes. Use 'why?' repeatedly to move from symptoms to causes. These are hypotheses to test in the pilot.
Describe practical changes to steps, handoffs, sequencing, staffing, queuing, or automation that would reduce waits and rework. Keep proposals realistic for a pilot.
Who will run the pilot, what exactly will change, which measures will prove success (lead time, first-pass yield, percent same-day), and the planned timeline for the pilot. Include minimum viable scope.
What documentation, visual aids, audits, or coaching will be required to make the new way the standard? Who will own audits and updates?
List the main risks to the pilot or future state and how you will reduce them (e.g., rollback plan, training, backup staffing).
1 = low confidence / many unknowns. 5 = high confidence / low risk. Use this to trigger further analysis when confidence is low.
If 'No', briefly say what needs to be resolved before piloting.
Short action list for the next 7–14 days (who will do what next).
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