# Current-State and Future-State Process Map

Choose new-district onboarding, evaluation intake, staff assignment, billing, hiring, renewal, or monthly reporting. Do not include student-identifying details.

## How to use this worksheet

1. Make a working copy.
2. Use fictional, aggregated, de-identified, or expressly authorized information.
3. State assumptions instead of silently filling gaps.
4. Mark questions that need finance, legal, HR, insurance, privacy, technology,
   governance, or district input.


## Process charter

| Trigger | End outcome | Beneficiary | Owner | In scope | Out of scope |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Current-state steps

| Step | Role / swimlane | Input | Action or decision | Output | Time | Wait | Problem |
| --- | --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Improvement analysis

| Problem | Likely cause | Evidence | Change idea | Risk or control | Measure |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Future state

| Future step | Owner | Standard | Exception | Escalation | System or form |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Completion check

- [ ] I used evidence or labeled assumptions.
- [ ] Every action, decision, or follow-up has an owner.
- [ ] I identified at least one cross-district implication.
- [ ] I identified at least one financial, legal, compliance, privacy, people, or continuity risk.
- [ ] I removed or protected sensitive information appropriately.

## Information safety

Do not upload personally identifiable student information, protected student records, confidential personnel information, unredacted contracts, credentials, or sensitive financial information to an AI system without explicit authorization. Follow FERPA, IDEA, district policy, employment-confidentiality duties, contractual restrictions, records rules, and approved data-security procedures.