Customer DOES NOT have task mining or capture--why no word template in course

Hi. Most of my customers don’t have TM or TC. So, I do a lot of pre-PDD work as mini-pilots.

Does anyone have a good template they use for documenting screen shots, exceptions, processes – especially if a process hasn’t had any technical documentation before?

TIA, dani

Not really a template but I would just have them build out a “Click-Through” document that has a screenshot and short sentence anytime they take an action (click/type/wait/etc) outlining the potential project.