Current-state process assessment
Document how a client process works today versus the target state, with pain points, handoff delays and quick wins ranked by impact.
- Industry
- Technology-Oriented Consulting, Management and Strategy Consulting
- Team
- Operations
- Use case
- Project management
- Tags
- Assessment
Template preview
Overview
What this template supports
A process assessment document for transformation consulting engagements. It pairs as-is and to-be flow diagrams with a pain point table scored by severity, a handoff analysis showing where delay is introduced, and a quick wins checklist available without a system change.
- As-is and to-be flow diagrams
- Pain point table with severity
- Handoff delay analysis table
- Quick wins checklist
- Interview notes reference
How to use this template
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Walk the process with participants
Interview each role touching the process and gather ticket or cycle time data for the assessment window.
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Map as-is and to-be
Diagram the current flow with its delays, then the target flow with the fixes applied.
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Rank quick wins separately from system changes
Separate fixes available immediately from those requiring IT or system work.
Frequently asked questions
What does Current-state process assessment help me do?
Document how a client process works today versus the target state, with pain points, handoff delays and quick wins ranked by impact.
What is included in this template?
It includes As-is and to-be flow diagrams, Pain point table with severity, Handoff delay analysis table and Quick wins checklist.
Who is this template designed for?
It is designed for Operations teams working in Technology-Oriented Consulting and Management and Strategy Consulting.
What should I review before using this template?
Interview each role touching the process and gather ticket or cycle time data for the assessment window. Diagram the current flow with its delays, then the target flow with the fixes applied.
What if some shifts or locations were not covered by the interviews?
State the coverage limitation in the interview notes collapse, as shown in the template, rather than generalizing findings to unassessed shifts.
Can quick wins be rolled out before the full to-be state ships?
Yes, that is their purpose. List only wins that do not require the system changes in the to-be diagram.