Useful tools.
No gatekeeping.
Simple worksheets to help your team understand the work, frame a project and prepare for a change. Download and adapt them to your business.
Process mapping worksheet
Capture the real steps, handovers and exceptions in one workflow.
A better project brief
Frame the problem, agree boundaries and define a useful outcome.
Workflow launch checklist
Check the routine path, the unusual cases and the handover.
What does the
routine add up to?
Estimate the effort spent on one repeated task. This is a capacity estimate. It does not predict savings, financial returns or project costs.
Occurrences × minutes ÷ 60 × selected share. Excludes setup, maintenance, exceptions and adoption effort. Actual results depend on the workflow.
Observe
Measure a representative sample instead of guessing from the most frustrating example.
Include exceptions
Keep the work that still needs a person in your estimate.
Check the trade-offs
Account for support, testing and any new ongoing costs.
Review
Compare the result after the team has had time to use the change.