[Process Name]

Summary

One-paragraph description of this process — what it achieves, who performs it, and when it's triggered.

Process Owner

Role	Name / Team
Process Owner
Performers
Approvers

Trigger

What initiates this process? (e.g., "A new student enrollment is confirmed", "End of month", "Client request")

Prerequisites

What must be in place before this process can begin?

• Prerequisite 1
• Prerequisite 2

Process Steps

Step 1: [Action Name]

• Who: Role or person responsible
• What: What they do
• System: Which system/tool is used (e.g., NetSuite, ARM Portal)
• Input: What they need to perform this step
• Output: What this step produces

Step 2: [Action Name]

• Who:
• What:
• System:
• Input:
• Output:

Step 3: [Action Name]

• Who:
• What:
• System:
• Input:
• Output:

Process Flow Diagram

Include a diagram here (Mermaid, draw.io export, or image). Example using Mermaid:

flowchart TD
    A[Start: Trigger event] --> B[Step 1]
    B --> C{Decision point?}
    C -->|Yes| D[Step 2a]
    C -->|No| E[Step 2b]
    D --> F[Step 3]
    E --> F
    F --> G[End]

Exceptions & Edge Cases

Scenario	How to Handle
Exception 1	Resolution steps
Exception 2	Resolution steps

Business Rules

List any rules that govern this process:

1. Rule 1
2. Rule 2

SLA / Timing

Metric	Target
Total process time
Step X deadline

Related Documents

• Link to related processes, solution docs, or client implementations.