Connect the process with its operating responsibilities
Work from a defined boundary through current and future maps, decision and exception routes, ownership, dependencies and a transition review. The pack supports a design that the people responsible for delivery can understand and challenge.
Who it is for
Process owners, operations leaders and transformation teams coordinating work across business, technology and supporting functions.
How to use it
Read the guide, run a scoped design discussion and complete the six CSV worksheet types. Each has a blank template and a matching fictional example. Twelve contextual prompts help check evidence, compare options and draft records. The worksheets contain no automatic forecasts or readiness scores.
Read the public sample to see the approach. The free starter kit is a smaller starting point for process mapping.
Prefer help applying the pack?
Authentia workflow and operating model advisory provides analysis, workshops and recommendations. Client teams and appointed partners retain implementation and operational responsibility. All examples are fictional; no result is promised.
The full pack includes a formatted Excel workbook and individual CSV copies, with blank templates and clearly labelled fictional examples. The public sample shows part of the guide and a usable prompt; it does not contain the complete workbook or prompt collection.
What is included
- Substantial printable design and workshop guide
- Formatted Excel workbook with blank templates and fictional examples, plus individual CSV copies
- Six editable worksheet types, each with a coherent fictional example
- Baseline, decision-rights, dependency and transition-review records
- Twelve contextual prompts for discovery, design and review
Read a sample
What this sample covers
This is a public excerpt from the Workflow and Operating Model Pack. The full pack contains a workshop guide, six editable worksheet types with matching fictional examples, and twelve contextual prompts. This sample introduces the handoff review and includes one prompt you can use with approved information.
Use the free Workflow Design Starter Kit to begin mapping individual steps. The full pack connects that map with a separate baseline, future-state design, decision and exception routes, operating responsibilities, and a transition review. It supports a documented recommendation; it does not approve a deployment or certify a system.
Excerpt: make the next step usable
A handoff needs more than the name of the next team. Define what that team receives, how it knows work is ready, and who responds when it is incomplete. A draft may be technically available while still lacking the information that allows another person to act.
Give the handoff a stable step identifier. Record the input, activity, responsible role, output, receiver and acceptance condition. Include clarification, checking and correction, not just the successful route. Ask someone from the receiving team to explain a recent case that could not proceed. Keep their evidence reference and the unanswered question beside the map.
When proposing AI assistance, distinguish a suggestion from an action. Describe the human review and what happens if the output cannot be checked from permitted sources. Keep fallback and exception capacity visible. Your process owner and relevant specialist owners confirm the requirements; an AI-generated map does not assign authority to a team.
A fictional handoff
A fictional internal-service desk receives request forms. AI would suggest a category from approved definitions. A coordinator would check the suggestion, confirm the destination and send any clarification message. The receiving team would accept a request only when the required context is present. AI would not send, reassign or approve work.
The systems owner has not yet confirmed permitted fields. That missing decision remains a dependency before a trial. The example describes a proposed workflow, with no rollout results or promised savings. The full fictional records show how to retain the gap across the workflow map, ownership record and transition review.
Try one prompt: challenge a handoff
Purpose: find questions that a receiving team should resolve before accepting a proposed workflow.
Approved inputs: a redacted map with step identifiers, receiving roles, acceptance conditions and evidence references.
Review: check each observation against the map. Ask the receiving team to confirm the acceptance conditions. Treat every new owner or action suggested by the model as a proposal for human review.
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