The Workflow Diagnosis & Redesign Kit

Who this is for

• You run a working business and one process leaks time or money, and has for a while.
• Somebody has suggested an agent for it, and you want to check the workflow before you spend anything.
• You want fillable worksheets you can print or type into, not another explainer.

The problem it solves

An agent placed into an inherited workflow inherits all of it, and it can make the existing process run faster, including the parts that no longer deserve to exist. These tools make the real workflow visible first, then challenge it, before any technology is chosen.

What is inside

• Workflow diagnosis canvas: 14 questions that map how the work really happens today.
• Workflow map template: trigger, information, decisions, actions, outcome.
• Decision map worksheet: each decision with its evidence, its owner and its cost of being wrong.
• Workflow leak test: 8 leak codes, from Wait to Rework.
• Diagnose exit test: the 9 questions to answer with evidence before redesigning anything.
• Redesign matrix: 8 levers to challenge every step before you allocate it.
• Work allocation matrix: what to remove, automate, assist, hand to an agent, or keep human.
• The completed inbound-lead example to check your own answers against.

How to use it

1. Pick one workflow that is frequent enough to matter and specific enough to map.
2. Work through the tools in order: diagnose first, redesign second.
3. Compare your answers against the completed inbound-lead example.
4. Decide the allocation last, and use the lightest system capable of fixing the problem.

Why I made this

I mapped my own inbound lead workflow before building anything, and one task, qualify the lead, turned out to hold 6 separate decisions. These are the tools from that work, written down so you can run the same 2 stages on a workflow of your own.