The Workflow Handoff Kit
Make the next step clear. Map a recurring workflow, define ownership, and decide where automation earns its place.
Start the worksheet ↓Make the next move visible.
From a rough thought to a written plan.
A workflow your team can discuss, with clear owners, useful status definitions, and a small improvement to test. Expect about 30 minutes. You can revisit each section as your thinking changes.
Map the actual work
Use a recent request. Include the messages, spreadsheets, and informal checks people rely on today.
Make ownership visible
A status should help someone act. Choose the transition where work is most likely to stall.
Choose one improvement
Automate only when the rule is clear. Keep a way to notice a failure, correct it, and continue the work.
Look at a question before you start
What starts the work
Name the trigger, where it arrives, and the information needed to begin.
“A supplier emails an invoice with the purchase reference, amount, and due date.”
Illustrative answer. You’ll use your own situation in the worksheet.Put it to work.
Open The Workflow Handoff Kit and work through it at your own pace. Enter your name and email to start.
Your worksheet answers stay in your browser. Save a draft on this device only if you choose to. A printable version is included.
