1. Have a plan
Before you begin, start by asking these two questions: What process problem are we trying to solve? What are we trying to see? At Thanksgiving, a table full of warm food and happy people is the goal that guides our map. In the workplace, we often begin by looking for delays or errors in an existing process. The Seven Wastes are a useful tool to help clarify what you might be looking for.
2. Go and see the process
Make sure that what you’re mapping is the actual process. In Lean, this is called going to the Gemba—"the real place" in Japanese. By observing and documenting the process in action, you increase the accuracy of your map. If you’ve never cooked for a large group, consider the dinners you’ve attended. What went well? What didn’t? Call your resident family friend or parent to learn from their experience—or even better, go and observe their process before you begin yours.
3. Include the team
Process mapping is a team sport. By including the people who actually use the process, you increase accuracy—and improve buy-in down the road when you have a process change to implement. For group dining, call on your friends—potluck dessert options can help keep your focus on the main event.
4. Keep it simple
Workflows can be extremely complex, but your map needs to be easy to understand. At the beginning, it helps to capture enough of the action that people can easily follow the process. You can always add greater detail later as needed.
