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Process Template

Template

Template

## Background Info

## Process Details

- Owner: *Role*
- Participants: *Roles*
- Frequency: `Monthly|Weekly|Daily|ad hoc`
- Trigger: `Date, Event`
- Input
- Output
- Involved Systems

## Pre-Condition

1. [ ] xyz

## Process

1. step 1
2. step 2

## Checklist

- [ ] x
- [ ] y
- [ ] z

Instructions

Background Info

Only if helpful

Process Details

  • Owner: Role, e.g. License Invoice Manager. Do NOT put the name of the current owner.
  • Participants: Other Roles, besides the Owner, who participate in the process
  • Frequency: e.g. Monthly, Weekly, Daily, ad hoc
  • Trigger: can be Date, Event, e.g. Date (8th of the month)
  • Input: the inputs, e.g. "planio timelogs"
  • Output: the output of the process, e.g. "Client Invoices"

Pre-Condition

A list of conditions that need to be satisfied before the process can start.

Process

Numbered list of steps to take, with a reasonable level of detail.

Checklist

A list of ACs (Acceptance Criteria), i.e. conditions that need to be satisfied before the process is considered finished.