Process Mapping Template for Interior Design Firms
Process mapping is an essential tool for an interior design firm to ensure smooth operations and effective project management. It involves visually representing the steps involved in various processes, identifying potential bottlenecks, and optimizing workflow.
Created as a CSV file for easy import into Asana, Clickup, or other project management software (Or even just Google sheet!), this template is customized to build out your process covering all bases internal and external - the Who, What, Where, When and Why
I have also included specific instructions on how to upload into ASANA as you can create a free account if you’re not yet using a project management software.
All for only $247!
*non-refundable
Below, I will outline what I’ve included in this process map template for interior design firms, highlighting key stages and activities involved.
Planning:
How to use this template
The things to consider when you’re out lining your “why’s”
A place to drop your quick references (software used, etc…)
Lead Inquiries:
Marketing Sources
Intake Forms
Email Templates/Automations
Follow Ups
Tips to close
Onboarding/Research Phase:
Client Care Package
Standards
Consultation
Design Phase:
Moodboards
Specifying
Proposals
Presentations
Finances
Procurement/Project Management Phase:
Procurement Implementation
Procurement Tracking
Vendor/Contractor Management
Budget Tracking
Client Communication
Install Phase:
Pre-Install
Install Days
Post Install
Reveal Day
Offboarding:
Client Communication
Internal
Extra:
You’ll have to purchase to find out!
Through effective process mapping, an interior design firm can streamline its operations and enhance client collaboration. This visual representation of key processes ensures efficiency, accuracy, and successful project delivery.
Get all of this for only $247