Template
Process Walkthrough Worksheet
Copy this worksheet into your approved company document tool and fill it in. Use one worksheet per piece of work.
Describe the task
- Task:
- Person demonstrating it:
- Date:
- Starts when:
- Ends when:
- How often it happens:
- Typical hands-on time (estimate or measured; label which):
- Typical waiting time (estimate or measured; label which):
- Common exception:
Recording script
“I'm showing how I ____. This starts when ____ and ends when ____. I do this ____. As I go, I'll explain what information I need, what I check, and where I make decisions.”
For each step: What am I doing? Why? Where does the information come from? What am I looking for? What happens if it is missing or wrong? Who receives the result?
Recordings and transcript
| Clip | Recording link | Transcript location | What it covers |
|---|---|---|---|
| 1 |
Corrections and missing visual details
| Clip and timestamp | Correction or added explanation | Confirmed by |
|---|---|---|
Reviewed process map
| Step | Input | Action | System/source | Output or recipient | Judgment or exception | Evidence |
|---|---|---|---|---|---|---|
Reviewed by:
Questions still open:
Candidate improvement
Instead of spending time ____, we would like to ____.
- Person's decision or review that remains:
- Information or access we would need:
- Existing software feature to check:
- Who can investigate:
- Time set aside:
Small test plan
- What we will test:
- Completed or sample cases, including an exception:
- Current result and effort for comparison:
- What a useful result looks like:
- What would count as an unacceptable error:
- Who reviews the output:
- Review and correction time to include:
- Ongoing ownership or maintenance question:
- Review date:
- Result: continue, revise, or stop — and why: