WORKFLOW STUDY
A working knowledge desk
Find the relevant material in manuals and working instructions, then prepare a response draft for the current question.
ExploreEXPLORATIONS / FLY
What does technology change in a task?
Use a concrete process to discuss inputs, outputs and people’s roles. These are workflow examples, not client case studies.
Two familiar places to start
WORKFLOW STUDY
Following through after a meeting
Separate decisions, actions and unresolved matters in meeting notes so that follow-up starts from a clear record.
ExploreChoose the extent of participation
Read and organise
Create an index or draft without changing the underlying record.
01
Permitted inputs
02
Draft output
03
Human review
04
Use as appropriate
Assistance with review
Name a reviewer before output. Writes and sends need explicitly agreed authority.
01
Source record
02
Proposed actions
03
Owner approval
04
Authorised action
Well-defined recurring tasks
Use agreed rules for repetitive work and make exceptions visible for review.
01
Rules and fields
02
Automated checks
03
Exception handoff
04
Result and record
START WITH SOMETHING SPECIFIC