Planning your Work-‘Flow’ State

Is your team experiencing growing pains? Does your workflow sometimes feel reactive, unclear and under-optimised?

We all want our people working on the highest value work with seamless flow, high visibility and collective clarity.

Eliminate, simplify, automate and delegate - you’ve heard it all before. But how do we actually bring it to life?

Common Workflow Blockages

What have you seen in your teams?

  1. Working on low value items - prioritising the quick wins over the urgent tasks.

  2. Unclear approvals and ownership - who actually has the decision making power, and why?

  3. Unaware of delaying tasks - tasks that are holding up other deliverables or people.

  4. Poor communication and escalation - what does ‘done’ actually look like?

  5. Low visibility and poor tracking - where are we at and where are we going?

What does workflow planning make possible?

With facilitated design sessions, we have the opportunity to uplift:

  • Visibility and awareness of others responsibilities and workload

  • Establish gaps and risks in process and delivery

  • Determining key milestones, including points to reflect and celebrate

  • Responsibility and approval handover

  • New ways to improve the customer/client experience

  • Open conversations and greater connection within teams

The mistakes we see.

When tasked to make teams more efficient and aligned, leaders generally hone in on technology and basic administration. However, this only skims the surface of workflow efficiency. Without considered planning and design, workflow technology will never reach your expectations or be used to its full capacity.

Your people have the answers, and by working with them, as experts in their area, we identify important gaps and make greater improvements.

When we design with our people, we uncover assumptions, hidden opportunities, and areas of uncertainty.

When was the last time you took a step back, taking yourself outside the day to day operations, and questioned how your people could work together BETTER?

TOP business priority areas.

More than 400 senior business leaders were polled for their 2022-23 strategic priorities, many pointing their energy to workflow planning (Gartner, 2022).

These business area’s are now front of mind:

  • ‘Workforce’ has increased by 32% (ranking 3rd).

  • ‘Products and Services’ have increased 43% (ranking 6th).

  • ‘Customers’ has increased by 26% (ranking 7th)

  • ‘Sales’ has increased by 77% (ranking 10th)

The priorities directly link to your team workflow, and how your people effectively work together to deliver.

Is workflow planning on YOUR priority list?

Contact us for a free initial call to explore your workflow needs.


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