Identify Workflow SMEs
You will be identifying the sources of information that will provide the expertise on the workflow that can be used to create the checklist.
Time to Perform is 30 minutes
+ Why
If you are going to make sure everyone is doing the workflow a certain way, you should make sure they do it the best available way.
Now don’t get caught up trying to improve the workflow at the same time you are recording it. Whatever is best now, is a great starting point. There will be opportunities to systematically improve the workflow once it’s documented into the checklist.
Time break down
15 minutes - Review potential sources of information
15 minutes - Decide which sources will be included in the process and record the decision