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Process Mapping Steps and Cheat Sheet

This resource provides guidance and a quick reference for healthcare agency teams looking to conduct a process mapping exercise to better understand and improve workflow and other processes. The cheat sheet summarizes instructions and key considerations at each step in the exercise, including preparation, mapping, analysis, and redesign of the process.


CAI’s Teen Access and Quality Initiative (TAQ) – 2015 – 2021


Health center staff

Year published or updated


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Process Mapping Steps and Cheat Sheet (500 KB PDF)