Purpose: [Example - How to set up zoom meetings for webinars and invite co-hosts]

Role(s): [Role on the Accountability Chart]

Time: [Example: 10-15 minutes]

Prerequisites:

• List any needed assets (files, programs, websites, etc) [link to any relevant files, sites, etc.; list any websites and share passwords securely]

Preparation:

• List any steps or tasks that need to be completed before this workflow can begin

Video Overview: [Create and link to a video of the process being completed. Empower the Accountability Chart “seat owner” to revise and update the video as needed]

Process Checklist:

• [ ] Step 1: [Name the step]
  • [ ] List the next actions it take to complete the step
• [ ] Step 2: [Name the step]
  • [ ] List the next actions it take to complete the step
• [ ] Step 3: [Name the step]
  • [ ] List the next actions it take to complete the step

Review / Assessment: