| Process discovery brief | Goals, stakeholders, operating context, constraints and evidence request | Workshop summary and scope note | Discovery | Decision-maker access and current process context |
| Current-state process map | Actual workflow, systems, roles, inputs, outputs, delays and exceptions | Swimlane diagram or process map | Assessment | Process examples, team interviews and system screenshots where allowed |
| Pain-point and risk register | Bottlenecks, duplication, unclear ownership, control gaps and improvement opportunities | Prioritised issue log | Assessment | Operational examples and known incident history |
| Future-state process design | Improved workflow, handoffs, decision rules, service levels and exception paths | Process blueprint and map | Solution design | Approval of target operating principles and constraints |
| RACI and ownership matrix | Responsible, accountable, consulted and informed roles across key steps | Role matrix | Solution design | Team structure and approval hierarchy |
| SOP and work-instruction pack | Step-by-step procedures, standards, templates and review points | Document set or knowledge-base format | Documentation | Approved process design and subject-matter review |
| Quality-control checklist | Predefined checks, acceptance criteria, error categories and review cadence | Checklist and QA guide | Implementation planning | Risk tolerance and quality expectations |
| Automation-readiness backlog | Tasks suitable for automation, data requirements, tools and integration dependencies | Prioritised backlog | Technology planning | System access information and data samples |
| KPI and reporting framework | Measurement definitions, baselines, cadence, owners and limitations | KPI dictionary and dashboard specification | Governance setup | Current data sources and reporting priorities |
| Training and handover materials | Role-based guidance, process walkthroughs, FAQs and change notes | Training notes and handover pack | Rollout | Stakeholder attendance and owner sign-off |
| Continuous-improvement log | Post-rollout findings, action owners, unresolved issues and next improvements | Improvement backlog | Ongoing support | Operational feedback and performance reviews |