The Process Playbook
Discover the Hidden Value of Process Mapping
Before software can work for your business, you need to understand how your business works. Process mapping helps you spot inefficiencies, define responsibilities, and build workflows that fit how you operate. This playbook shows you how to turn daily processes into a blueprint for smarter systems and better results.
Dr. Anna Hunter, Director of Learning & Development, JobTread
Take Control of Your Construction Business Processes
This playbook teaches you how to map workflows to make them visible, reveal inefficiencies, and highlight areas for improvement. By using process maps, you can streamline operations, confidently adopt software, and position your team for long-term growth.
Sample from the Paper
Step 1: Define the Process You Want to Map
Pick one process to start with. Choose something that is repeated often, involves multiple people, or tends to cause frustration. For example: Preparing an estimate, managing change orders, submitting invoices, or onboarding subcontractors.
Start small. Map one process at a time. Once you’ve got the hang of it, you can tackle others.
Step 2: Identify Inputs, Outputs, and People Involved
Frame the process before you start, to provide focus and prevent scope creep.
- Inputs: What information do you feed into the process (info, documents, approvals)?
- Outputs: What’s the final result or “done” point?
- People: Who touches this process (PMs, estimators, subs, clients, admins)?
