How Process Stages Work in Enforcium

Process Stages help structure process steps based on their role: preparation, execution, review, or follow up actions.

Enforcium uses four stages:

PLAN → DO → CHECK → ACT

This creates a complete process cycle:

define what needs to be done → perform the work → review the result → respond to the result → improve the process when needed.

PLAN — Prepare, define, or align before execution.

Use Plan for steps that prepare the team for the main work.

For example, in a new client process:

• Identify the client’s needs
• Gather the required information
• Agree on the scope
• Prepare a work plan

DO — Execute the main work of the process.

Do covers the steps where the team performs the core work.

For example:

• Conduct a discovery call
• Prepare a proposal
• Set up the solution
• Launch the project

CHECK — Review, verify, or detect issues.

Check covers steps where the team reviews the result and confirms that everything works as expected.

For example:

• Review the quality of the completed work
• Collect client feedback
• Check the results against metrics
• Identify errors or deviations

ACT — Apply improvements or finalize the outcome.

Act covers actions taken based on the results of the review.

For example:

• Fix the identified issue
• Make changes based on feedback
• Update the process
• Record the final result

Open the required process and enable Edit mode.

Select the Action Step you want to edit and open the Process Stage field.

Choose one of the four options:

PLAN

DO

CHECK

ACT

Then click Save changes.

The selected stage appears directly on the step card, so the role of each action is visible without opening its settings.

Consider a simple process for working with a new potential client.

PLAN

Gather lead information

Review the company and its needs

Prepare for the first contact

DO

Contact the lead

Conduct a discovery call

Prepare and send a proposal

CHECK

Review the client’s response

Assess whether the proposal meets their needs

Identify reasons for objections or delays

ACT

Adjust the proposal when needed

Agree on the next steps

Record the outcome of the lead interaction

A real process can include different paths and transitions. Process Stages help define the function of each step, while the process itself can support different scenarios.

Process Stages are especially useful for complex processes with many steps.

Without stages, the team sees:

Step 1 → Step 2 → Step 3 → Step 4

With Process Stages, the purpose of each step becomes clearer:

PLAN → prepare

DO → execute

CHECK → review

ACT → respond and improve

They also help identify gaps in a process.

For example, a process with many DO steps and very few CHECK steps may need a clearer review stage to show where and how results are evaluated.

Process Stages help document the workflow and create a clear execution cycle.

The Value Impact Status appears alongside Process Stage in the Action Step settings. These are two separate parameters.

Process Stage answers:

“What role does this step play in the process?”

For example: Plan, Do, Check, or Act.

Value Impact Status answers:

“What value does this step create?”

For example: Client Value Added, Business Value Added, Waste, or N/A.

A single step can have both:

Or:

Together, these parameters show what happens at each stage and why the step matters.