Free Process Diagnostic

See what is actually holding the work together.

Map one routine task step by step. See where the work depends on memory, manual effort, unclear handoffs or information that is difficult to find and trust — and which parts are worth looking at first.

Already know which piece of work is causing difficulty? Map it below. If the problem still feels broad or unclear, start with the four-minute Nonprofit Operations Check.

Your workflow map is stored only in this browser unless you choose to share it.

What is making the work harder right now?

Choose the situation that feels closest to what your team is dealing with.

Isolate a Workflow

Answer a few questions to identify a routine task worth mapping.

Please select an option.
Please select an option.
Please select an option.
Please name a specific task.

Define the workflow

Focus on one repeatable piece of work. Map what actually happens, not what the procedure says should happen.

Please provide a workflow name.
Please specify the intended output.
Please select a frequency.
Please select a consequence.
Tip: Keep the map focused. Five to ten steps is usually enough to reveal the main pattern.

Map what actually happens

Include the checking, reminding, translating and chasing that may not appear in the official process.

Focus warning: This may contain more than one workflow. Consider whether part of the map could be examined separately.

Add Step

Describe what happens in this step.
Provide an owner or select 'No clear owner'.
Select a trigger.
4. Where is the information needed for this step? Select all that apply. Select at least one location.
Select a completion signal.

The main questions are enough to map the step. Add more detail where checking, chasing, correction or workarounds are important.

Review how the work actually happens

Look for missing steps that people perform informally, such as checking, reminding, translating, correcting or moving information.

These prompts are optional. Use them to check whether anything is missing before generating the result.

Preliminary view: This map contains fewer than three steps, so workflow-level patterns may be incomplete.

What your workflow map suggests

This is a structured interpretation of the information you entered, not a complete process audit. It highlights where the workflow may depend on hidden coordination, local knowledge or repeated effort.

Preliminary view: This map contains fewer than three steps, so workflow-level patterns may be incomplete.

Adjustment Load

This is a directional profile based on the number, frequency and concentration of adjustment-heavy steps. It is not a time study.

Manual does not automatically mean unnecessary

Some work needs professional judgement, conversation or careful review. The useful distinction is whether staff are spending time making valuable decisions or compensating for unclear information, disconnected stages or an unreliable handoff.

Questions to take back to the team

    Your Mapped Steps

    Workflow Overview

    Workflow
    Output
    Frequency
    Consequence
    Steps mapped
    Named owners
    Steps with no clear owner
    Info locations
    Informal handoff points

    Review this workflow with David

    We will test whether the pattern identified here reflects what happens in practice, examine the contributing steps and identify one proportionate first change.

    This map cannot tell you on its own whether a particular tool, process or role should change. It identifies patterns worth examining. A fuller diagnosis would include conversations with the people involved, examples of real work and a review of exceptions.