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Learning Module 9: Workflow Diagnostics

Module Outline

Part 1. Welcome & Introductions

Part 2. Why Good People Fail in Bad Systems

Part 3. How to Locate Friction in Your Organization

Part 4. Mapping the “Mess”

Part 5. Workflow Redesign

Part 6. Workshop: The “Process Makeover” Challenge

Part 7. Next Steps for Your Organization

Length: 90 minutes

Cost (Virtual): Starting at $150

Cost (In-person): Starting at $250

Max Group Size: 10 people

After this session, you should be able to:

Conduct a "Friction Audit": Diagnose operational bottlenecks by analyzing time logs, feedback, and process descriptions.
Map the "As-Is" State: Turn a "brain dump" or meeting transcript into a structured process map or flowchart.
Design the "To-Be" Workflow: Re-engineer a broken process, identifying where to insert “robots” vs. humans.
Generate "Living SOPs": Create standard operating procedures and training checklists, ensuring processes are documented and transferable.
Leave with one fully mapped and documented process redesign ready for implementation