Processes (Worksheets)

Also called: Workflow, Process

What it is

A Process is the bigger flow that connects multiple procedures together.
It answers:

• “How does this whole thing happen end-to-end?”

Processes often include decision points like “If X, do A; if not, do B.”

Why it exists

Because big outcomes require multiple steps and multiple people/teams. Processes keep things coordinated.

What it usually looks like

• A flow description (“first this, then that…”)
• References to several procedures
• Roles: who does what, when

Examples

• Employee onboarding process (accounts + training + paperwork)
• Incident response process (detect → triage → contain → recover → review)
• Procurement process (request → approve → purchase → receive → document)

How to use it

• Use it when you’re trying to understand how the whole machine works.
• Use it for training, handoffs, and reducing “tribal knowledge.”

Common confusion

• A process may contain a diagram/visualization, but is not soley the diagram

Process vs Procedure:

• Process = many procedures + flow
• Procedure = one specific set of steps