| Current-state process map | Steps, roles, systems, inputs, outputs, handoffs, exceptions, and control points. | Diagram and supporting notes | Assessment | Stakeholder interviews, documents, system evidence |
| Baseline and issue register | Performance measures, pain points, root causes, risks, dependencies, and priority rationale. | Workbook or report | Assessment | Operational data and validation |
| Future-state workflow | Proposed flow, decision rules, ownership, controls, systems, and exception handling. | Process diagram | Design | Business decisions and feasibility review |
| SOP and work instructions | Purpose, scope, steps, roles, evidence, escalation, quality checks, and version control. | Editable document | Design and rollout | Policy, control, and user validation |
| RACI and governance model | Responsible, accountable, consulted, informed roles, decision rights, and review cadence. | Matrix and governance plan | Design | Role confirmation and leadership approval |
| Automation and integration backlog | Use cases, business rules, data needs, dependencies, estimated complexity, and priority. | Backlog and requirements | Solution planning | System architecture, API, security, and licence inputs |
| Implementation plan | Actions, owners, milestones, dependencies, risks, communications, and review points. | Project plan | Implementation | Resource availability and approvals |
| KPI and reporting framework | Definitions, formulas, source systems, baseline, targets, reporting frequency, and limitations. | Data dictionary and dashboard specification | Measurement | Reliable data sources and reporting ownership |