WORKFLOW STARTING-POINT WORKSHEET
Clifford Tan | The Workbench
A companion worksheet, separate from the Harvest Point downloadable toolkit.

1. THE WORK
Workflow name:
Who needs the outcome:
What starts it:
What counts as finished:

2. ONE RECENT EXAMPLE
What actually happened, in order:
Who handled each step:
Where information lived:
What happened outside the normal process:

3. THE FRICTION
Where work waited:
What had to be entered or explained again:
Which decision or owner was unclear:
How often this happens (estimate, if known):
Time or cost involved (estimate, with assumptions):

4. ONE CHANGE TO TRY
Can a step be removed or simplified:
What the next person needs:
Who owns the next action:
Where automation might help:
Which decision still needs a person:

5. REVIEW
Small change to test:
Person responsible:
How we will tell whether it helped:
When we will review it:
What remains unknown:

Use an example you can safely share. Distinguish observations from estimates.