Service Blueprinting Worksheet

Use this checklist to prepare for productive automation conversations

Automation Conversation Readinesss Checklist

Instructions:

Use this checklist to prepare for productive conversations about your automation needs. The checklist covers your business context and helps you assess all your processes for automation potential.

You can print this checklist for offline completion, or fill it out online and download the completed checklist for reference during your conversations.

Business Context (Your "Why")

Helping technical teams understand what you're trying to achieve

I've documented the business challenges we're facing

I've defined what success looks like with clear goals

I have baseline metrics that show our current performance

I've set target improvements we want to achieve

💡Need help with this section? Check out Module 1: Understanding Your Automation Why to clarify your business objectives.

Process Understanding

Helping technical teams visualize how your work flows today

I have process maps or can describe all the steps involved in our processes

I've identified all teams/departments that participate in our processes

I can point out where our processes get stuck or become inefficient

💡Need more clarity here? Check out Module 3: Map Your Processes for guidance on documenting your workflows.

Process Characteristics

Are your processes good fits for automation?

Our processes follow reasonably consistent steps

We currently duplicate information across systems

Work passes between different teams or departments

Delays or errors affect multiple teams

💡Not sure if your processes are automation-friendly? Check out Module 2: Start Small to Think Big for selection criteria.

Information Flow

Helping technical teams understand data needs

I know what information is needed to start our processes

I can identify where this information comes from

I understand what information our processes create or change

I know where this information needs to go afterward

💡Not sure about information flows? Check out Module 3: Map Your Processes for data mapping tools.

Systems Involved

Helping technical teams understand your technology landscape

I've listed all systems our processes touch

I understand what each system does in our processes

I know which steps use which systems

I can identify who uses each system

💡Need to document your systems better? Check out Module 4: Focus on People and Technology.

System Experts

Who knows your systems best?

I know who manages each system day-to-day

I know who understands the technical details

I know who maintains each system

I know who has administrator access

💡Need help identifying system experts? Check out Module 4: Focus on People and Technology.

Connection Points

Helping technical teams see how everything fits together

I understand how systems will need to share information

I've verified we have (or can get) proper system access

I can explain how information moves between teams

I've confirmed our systems can support automation

💡Not sure about how things connect? Check out Module 5: Think Bigger with Orchestration.

Conversation Preparation

Getting ready for productive discussions

I've gathered materials from previous modules

I've scheduled time with technical stakeholders

I've prepared questions I'd like to ask

I'm ready to discuss potential challenges

💡Want to prepare better for technical conversations? Check out Module 6: Prepare for Automation Conversations.

Download Your Worksheet

Please provide your information to download the worksheet.