When developing a process map, what is the recommended approach?

The recommended approach when developing a process map is to "walk the process" to truly understand it. This method involves physically or visually following the steps of the process in real-time. It allows for firsthand observation and provides insights into the actual workflow, potential inefficiencies, and variations that may not be captured through documentation alone. By engaging with the process directly, individuals can identify the various components, interactions, and challenges that exist, leading to a more accurate and comprehensive process map. This level of understanding is crucial for effective process improvement and helps ensure that all relevant details are captured.

Other methods, such as relying solely on standard operating procedures or subject matter experts' input without direct observation, may miss critical nuances or anomalies that occur in practice. While these sources of information can be helpful, they do not replace the value of firsthand experience in creating a thorough and effective process map. Documenting only what is known also limits the scope and depth of the map, which can hinder opportunities for improvement.