Lesson 5 – How to Build a Process

想法

• 介绍使用流程来管理在 Roam Research 中的工作。举例讲解如何构建工作流。

为什么构建流程是重要的 #card

• measureable 可测量
• Cyclical & Improvable

X - Process Build - Building Process in Roam

• What does it look like? description、tags、diagram 流程图 #card

• WHY: Why do you need this process. What problem are you trying to solve or avoid?#card

  • EX: I need to make it clear how the two systems work together and product is created to avoid confusion, missed work and deadlines.

• WHAT: What is the end result of this process? State your ideal here.

  • EX: A fast, efficient production cycle with no role confusion, no missed data as it is exchanged between systems, and opportunities for product, data transclusion. 快速高效的生产周期，角色分工明确，系统间数据交换无遗漏，并为产品和数据嵌入提供机会。#card
    • Start Point 开始信号是什么 → When I have a product idea I want to work on
    • End Point 结束信号是什么 → When that idea has generated new idea

• WHEN: When will this process be used?#card

  • Ex: This process will be used whenever product/project data is transferred between graphs.

• Process Components

  • Actors: Who is involved in this process (individuals, groups, departments)?#card
    • EX: Swimlane 1 - Lisa-Marie
    • EX: Swimlane 2 - Stephanie
  • Data: What data is involved in this process?#card
    • EX: Project and Product data
  • Systems: What systems are involved in this process?#card
    • EX: Roam Research Graphs
    • Do they perform an action?
      • Yes
        • EX: Swimlane (NA)
      • No
        • EX: Overlays

• Process Steps 写下流程，问自己已经完善了吗？如果没有完善继续补充。

  • 例子 #card
    • 1: LM finishes X - Gardening process and identifies a product potential
    • 2: LM creates a project to build process within personal graph
    • 3: LM creates a Product Creation project within Newco graph
    • 4: LM and SA use Newco Mgt processes to work on PC project to completion
    • 5: Is Product Complete?
      • Yes #card
        • 5.1: LM creates a Product record in personal graph
        • 5.2: SA creates a Product in Newco graph
        • 5.3: LM & SA launch Tribal Marketing Processes
        • 5.4: SA begins Pruning Process
        • 5.5 Does pruning process create product ideas?
          • Yes
            • 5.51: LM moves ideas into Gardening process
          • No: END
      • No
        • Continue process
  • 流程图 #card
    

• Measurement: What measurement(s) will you use to determine if this process is successful?#card

  • EXAMPLE
    • Products completed
    • Average time to completion

• Review: How often will you review the measurements and effectiveness of this process #card

  • EX: Monthly Process Review

• Revisions: What revisions have you made to this process #card

  • EX: Changed Tribal Marketing activity to Tribal Marketing Process | tag with date

Process Library #card

• A process library is simply a folder that all of your individual processes together under groupings. 流程库本质上就是一个文件夹，将所有独立的流程按类别归集在一起。
• Roam makes it easier as you can just nest under bullets and keep all in one place.Roam让这变得更容易——你可以直接用项目符号嵌套管理，将所有内容集中存放。
• I like to keep my Smart Blcoks on my process pages as they are relevant to each process.我喜欢把智能区块保留在对应的流程页面上，因为它们与每个流程息息相关。

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