Best Practice Process Maps

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Best Practice Process Maps by Mind Map: Best Practice Process Maps

1. XPLAN

1.1. Case

1.2. Campaign

1.3. Thread

1.4. Lead

1.5. Task

1.5.1. Details

1.5.2. Outcomes

1.5.2.1. Complete Normally:

1.5.3. Email

1.5.3.1. Template:

1.5.3.1.1. Recipient:

1.5.3.1.2. When:

1.5.3.2. Template:

1.5.3.2.1. Recipient:

1.5.3.2.2. When:

1.5.4. Subject

1.6. Alert

1.7. Diary

1.8. Process

1.8.1. 1.1 Salutation

1.8.2. 1.2 email Address (preferred)

1.8.3. 1.3 Preferred Name

2. Client Management

2.1. Client Review exercise

2.1.1. Invite clients to a Review

2.1.1.1. 1.1 via email

2.1.1.1.1. Alert

2.1.1.2. 1.2 via 'snail mail'

2.1.1.2.1. Alert

2.1.1.3. 1.3 via Phone

2.1.1.3.1. Alert

2.1.2. Client's accept/reject/ignore

2.1.2.1. 2.1 invitation ignored

2.1.2.2. 2.2 invitation accepted via 'subscription link'

2.1.2.2.1. Alert

2.1.3. Undertake Review workflow

2.1.3.1. Case

2.1.3.1.1. Secondary

2.1.3.1.2. Case

2.1.3.1.3. Service Package

2.1.3.1.4. Alert

2.1.3.1.5. Links

2.2. Client Discovery exercise

2.2.1. Ensure basic client information is complete & correct

2.2.1.1. 1.1 Salutation

2.2.1.2. 1.2 email Address (preferred)

2.2.1.3. 1.3 Preferred Name

2.2.2. Invite clients to a Discovery Meeting

2.2.2.1. 2.1 Schedule via phone

2.2.2.1.1. Diary