Template

Workflow Mapping & Micro‑RACI Template (Solo + Contractors)

An interactive, saveable workflow mapping template designed for one‑person businesses that work with contractors. Capture steps, inputs/outputs, frequency, time estimates, and a micro‑RACI for each step. Includes guidance, an example delivery workflow, automation flags, and tips for turning maps into micro‑SOPs.

Interactive Tool

Workflow Mapping & Micro‑RACI Template (Solo + Contractors)

This interactive template helps you visualize repeatable workflows, identify who does each step, spot hidden handoffs, estimate time, and mark automation or delegation opportunities. Fill the workflow header, then complete the step table for each repeatable action. If your workflow has more steps than shown, save what you have and duplicate the template to continue.

Quick example (Delivery workflow):

Step: 'Prepare package' — Inputs: order details, stock. Responsible: Me. Time: 10 min. Automation opportunity: No. Step: 'Create shipping label' — Responsible: Contractor. Time: 5 min. Automation opportunity: Yes — generate label automatically from order data.

Use the automation flag and notes to convert frequent manual steps into micro‑SOPs or automation experiments.

Workflow name

Short, clear name (e.g., 'Order-to-Delivery')

Why this workflow exists

Describe the outcome this workflow produces and who benefits (customers, internal stakeholders)

Primary owner

Person ultimately accountable for the workflow (e.g., your name)

Typical frequency

How often this workflow runs

Estimated total time per run (minutes)

Sum of step times; rough estimate is fine

Who helps (contractors, tools, integrations)

List roles and tools involved (e.g., 'Fulfillment contractor, Zapier, Stripe')

Step 1 — title

E.g., 'Receive order'

Step 1 — brief description

What happens in this step?

Step 1 — inputs / outputs

Key input(s) and output(s) for this step

Step 1 — frequency

How often this specific step runs

Step 1 — time estimate (minutes)

Typical time to complete this step

Step 1 — Responsible (R)

Who actually does the work?

Step 1 — Accountable (A)

Who is accountable if the step fails?

Step 1 — Consulted (C)

Who should be consulted? (names or roles)

Step 1 — Informed (I)

Who should be informed after completion?

Step 1 — Automation opportunity?

Could this be automated or partially automated?

Step 1 — notes / issues

Hidden handoffs, exceptions, delays, or quality risks

Step 2 — title

Step 2 — brief description

Step 2 — inputs / outputs

Step 2 — frequency

Step 2 — time estimate (minutes)

Step 2 — Responsible (R)

Step 2 — Accountable (A)

Step 2 — Consulted (C)

Step 2 — Informed (I)

Step 2 — Automation opportunity?

Step 2 — notes / issues

Step 3 — title

Step 3 — brief description

Step 3 — inputs / outputs

Step 3 — frequency

Step 3 — time estimate (minutes)

Step 3 — Responsible (R)

Step 3 — Accountable (A)

Step 3 — Consulted (C)

Step 3 — Informed (I)

Step 3 — Automation opportunity?

Step 3 — notes / issues

Step 4 — title

Step 4 — brief description

Step 4 — inputs / outputs

Step 4 — frequency

Step 4 — time estimate (minutes)

Step 4 — Responsible (R)

Step 4 — Accountable (A)

Step 4 — Consulted (C)

Step 4 — Informed (I)

Step 4 — Automation opportunity?

Step 4 — notes / issues

Tips to convert steps into micro‑SOPs or automations

Describe specific triggers, inputs, and the smallest checklist that would let someone else or a system do this step (e.g., 'If order paid, generate shipping label via Zapier')

Top bottlenecks or hidden handoffs you've observed

Where do delays or errors happen?

Next actions (who will do what and by when)

E.g., 'Document micro‑SOP for step 2 by Friday; test label automation next week'

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Workflow Mapping & Micro‑RACI Template (Solo + Contractors)