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How clear is this workflow, really?

This template helps you look at one concrete workflow together. It does not provide an automatic diagnosis or a score. It makes open questions visible for the team to review.

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Eight questions for a shared review

  • Is it clear what starts the workflow?

  • Are the people involved identified?

  • Is the next step always clear?

  • Is the required information available?

  • Are decisions and approvals defined?

  • Are common exceptions documented?

  • Is information entered more than once?

  • Could someone else take over the task?

What helps next

Mark the open points and discuss them with the people involved. Start with the question that most affects the workflow or a person providing cover.