A workflow checklist · Charlotte, NC
Before another tool.
Five useful questions.
Pick one repeated task: lead intake, follow-up, a document review, or a weekly handoff. Use these questions to decide whether to automate it, train the team, or fix the process first.
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One task.
A clearer decision.
If you can answer all five, you have enough to start a useful conversation. If you can’t, those gaps are the first thing to work through.
- 01
Is it worth fixing?
Name the time, rework, missed follow-up, or delay this process causes. Start with a rough baseline.
- 02
Does it repeat?
Choose work that happens often enough for an improvement to matter. One unusual request may only need a better answer.
- 03
Can you show the work?
Find one example. Identify what comes in, what needs to go out, the tools involved, and who handles each step.
- 04
Are the sources usable?
Check that the documents or records are current, accessible, and approved for the intended use.
- 05
Who checks the result?
Name the reviewer, the decisions that stay human, and what happens when something is missing or wrong.
Want a hand
working it out?
See the workflow audit Send the process, its owners, the tools, and what better looks like.