How to Build a Process for a New Service by Process Mapping (5 Easy Steps!)

[@LaylaPomper]

How do YOU systemize a new offer?

[@labsanta]

takeaways: Process mapping is a practical and simple way to define the steps in a service or offer. It involves using four shapes: circle (start/end), rectangle (step), diamond (decision), and arrow (direction). To start process mapping, you need to define the start and stop of your service, represented by circles. The steps to process mapping include: Define the start and stop of your service. Draw rectangles to represent the actions or activities involved. Use diamonds to represent decisions that need to be made. Use arrows to indicate the direction of the process. Domain keywords: Process mapping, start, stop, circle, rectangle, step, diamond, decision, arrow, direction, service, offer. Process mapping helps you feel more in control of your service or offer and ensures that you don't miss any steps. It allows you to reflect on what you need to do to be more efficient and on top of your activity. To apply process mapping, you need to define the start and stop of your service and draw rectangles to represent the actions or activities involved. Use diamonds to represent decisions that need to be made, and use arrows to indicate the direction of the process.

[@LaylaPomper]

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[@RichardtheregularDM]

I was just talking to a friend about creating a process chart. Everything I said came from the ProcessDriven Foundations course. This video has so much more to offer than what I told him. Sharing now. Thanks again for the great content. Also thank you so much for all the great SmartSuite stuff. I hate to say it but it really filled a gap for me that CU couldn't meet so I'm switching.

[@LaylaPomper]

Hey Richard! Thank you so much for the kind words! I'm so glad the Foundations course has been helpful. I totally understand that ClickUp isn't for everyone. I hope you enjoy SmartSuite! Keep me posted on how it goes! 😊

[@rodrigo13121962]

Layla, please explain how to transform a process map into a task list. The flow may not be linear because we have questions that can take a task back a few steps. I take this opportunity and ask if Click Up and Smart Suite have process modeling tools and if they can be related to task lists?

[@janineeastman3286]

This is a great explanation. Thanks for clearing up lots of questions I had about flowcharting and process documentation

[@LaylaPomper]

Hey Janine! I'm so glad I could help!

[@jeffzeena]

what mindmapping tool was that?

[@LaylaPomper]

Hey Jeff! It was Whimsical :)

[@ContentScientist]

Thanks for sharing Layla, you are Hooping right now!!!!

[@LaylaPomper]

Hey! Thank you so much - I'm glad this was helpful!

[@inafewclicks6543]

Hi Layla! Thanks for the video, it really helped. I was wondering how Swim lanes and process mapping differentiates from Service blueprints. Thanks in advanced!

[@LaylaPomper]

Hey! Service blueprinting is a branded term a company G. Lynn Shostack at Harvard created to define a unique way of process mapping. It's a super cool approach to process mapping! However, at its core, service blueprinting is the "name brand" for process mapping based on certain swimlanes as defined by the creators.

[@rushabh5423]

I think clickup is more effective to create whiteboard and create a process (but clickup also di

[@LaylaPomper]

It's all about finding the tools that work best for you! :)

[@Kimkeller3718]

If you had a process that you need to map that is a very long process (new inquiry-consult-intake-ongoing appointments-termination) would you create one process for all of those or would you create separate processes? Thank you!

[@LaylaPomper]

Personally? I'd break them into smaller sub-processes!

[@Kimkeller3718]

One more question! :) If you had a process that started with a new inquiry request coming in, but it could come from 4 different places, how would you start a process like that? Thank you!

[@LaylaPomper]

I'd either (1) start from where it's centralized (ex: "Response Received") or (2) add 4 boxes to the very start. It's all about finding what works for you and it's okay to break the "start from one point" rule if that helps. 😉

[@Kimkeller3718]

What program do you use to do your process mapping?

[@LaylaPomper]

Hey! I use Whimsical.com! :)

[@bastianjarosz5767]

Hello @LaylaPomper Haven't you perhaps thought about moving with your community to another tool? Where you could have conversations with your customers, publish posts, upload videos, and even orgarnize events all within one platform/tool?

[@LaylaPomper]

We have that for our membership, if that's what you mean. :)