Workflows Directory
Find your team’s next superpower.
- Function: Leadership
- Function: Project and delivery
- Industry: Insurance
- Industry: Nonprofits
- Industry: Professional services
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Results
48 workflow templates, showing 25 to 48
Internal change announcement
One decided change, announced well: managers briefed first, a message for each group in the right order, talking points, and the questions people will ask, answered only from the decision or marked open. Every message is a draft that a person approves and sends.
- Starts it
- Internal communications lead
- Brings
- export, notes
- Gets
- 7 outputs
Launch checklist
Whoever owns a launch date gets one dated checklist for the weeks before, the day itself and the weeks after, with an owner on every line. Each announcement is written out so the approver sees exactly what goes out, to whom and from where before saying go. Nothing is announced by the assistant.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 6 outputs
Leadership meeting rhythm
Your chief executive gets a proposed calendar of leadership forums and written reports, built from today's meetings and the decisions left waiting: each forum with its purpose, inputs, attendees, frequency and one decision owner, and the hours it gives back. The chief executive chooses; no calendar is changed.
- Starts it
- Chief executive
- Brings
- export, notes
- Gets
- 7 outputs
Manager feedback preparation
Every manager walks into a feedback conversation prepared like your best one: specific dated observations, the questions worth asking, a clear ask and the support on offer.
- Starts it
- Team manager
- Brings
- notes, document
- Gets
- 7 outputs
Matter budget and status summary
The responsible partner sees one matter whole: scope, phases against their dates, the budget against fees to date and the projected total, a red, amber or green status with the rule behind it, risks and next actions with owners. Built from the time export and the matter plan, never a view on the merits.
- Starts it
- Matter lead
- Brings
- export, notes, document
- Gets
- 10 outputs
Meeting agenda, notes and follow-ups
Whoever runs the meeting walks in with an agenda where every topic has an outcome and a time, and walks out with a one-page record: what was decided, who owns each action and by when, and what is still open. Nothing reaches anyone until that person has read it and sends it.
- Starts it
- Team lead
- Brings
- notes
- Gets
- 4 outputs
Missed milestone client reply
When a client challenges a delay, a deliverable or an earlier commitment, the account director gets a draft reply and an internal action note that keep confirmed facts apart from proposed recovery steps and the decisions still needed. Nothing is sent.
- Starts it
- Account director
- Brings
- export, notes, document, pasted text
- Gets
- 2 outputs
Ninety-day marketing plan
An owner or first marketing hire gets the next ninety days of marketing on one plan: the stage the business is really in, the moves that fit it, who owns each one, the money and hours they use, and what is deliberately left undone. Every count comes from your own records, and no budget is invented.
- Starts it
- Owner
- Brings
- export, notes, pasted text
- Gets
- 1 output
Premortem before a decision
Before your team commits to a plan that is hard to undo, such as a move, a launch or a new system, a short workshop pictures it a few months on, already failed. The record ranks the reasons, turns each top risk into a check, a warning sign and an owner, and leaves the go decision with the owner.
- Starts it
- Owner
- Brings
- notes
- Gets
- 4 outputs
Presentation outline and talk track
Anyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.
- Starts it
- Presenter
- Brings
- notes, pasted text
- Gets
- 4 outputs
Program outcome map
Before an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.
- Starts it
- Program lead
- Brings
- export, notes
- Gets
- 8 outputs
Project handover readiness check
When a finished deliverable is ready for the team that will run it, the project manager brings one checklist against that team's own requirements: acceptance evidence, instructions, access, training, support owners and open items. The receiving owner accepts or names the conditions still to meet.
- Starts it
- Project manager
- Brings
- export, notes
- Gets
- 6 outputs
Project intake and capacity review
When a new initiative is proposed, the portfolio owner sees it scored on the business's own criteria beside the projects already committed, the delivery days it would use month by month, and what it would crowd out or push later. The owner accepts, defers or rejects it.
- Starts it
- Portfolio owner
- Brings
- export, notes, document
- Gets
- 6 outputs
Project lessons review
When a phase or a project ends, the project manager gets one blameless review: whether it achieved what it was for, how scope, schedule and budget moved and why, whether the success measures were the right ones, and practice changes for the team to choose, each with an owner and a follow-up date.
- Starts it
- Project manager
- Brings
- export, notes
- Gets
- 8 outputs
Project scope baseline
A project manager turns an approved brief into a draft scope baseline: the deliverables, what is excluded, the acceptance criteria for each deliverable, the constraints and the open questions for the sponsor. Nothing implied counts as scope until the sponsor says so.
- Starts it
- Project manager
- Brings
- export, notes, document
- Gets
- 7 outputs
Project status report
The lead of an internal project gets a status report the sponsor can read in two minutes: each workstream red, amber or green with the reason, what moved, who must clear each blocker, the decisions needed and the dates at risk. No milestone is called done without evidence, and the lead confirms every status.
- Starts it
- Project lead
- Brings
- export, notes, pasted text
- Gets
- 7 outputs
Research summary brief
An executive handed a pile of reports, articles or papers gets one brief: what each source found, where the sources agree and disagree, the limits of each, and exact quotations cited to the page. Built only from the documents supplied. What it means for the business stays the reader's call.
- Starts it
- Analyst
- Brings
- notes, document
- Gets
- 7 outputs
Reviewer comments into one resolution list
The owner of a document that came back from several reviewers gets one checklist: every proposed edit and comment, grouped by section, with clashes between reviewers set side by side. Every item stays open until the owner decides it, and the document itself is never touched.
- Starts it
- Document owner
- Brings
- export, notes, document, pasted text
- Gets
- 7 outputs
Schedule recovery options
When a committed milestone slips, the project manager brings the sponsor two to four ways back: what each changes, the dates it gives every later milestone and dependency, and the assumptions it rests on. The sponsor chooses; delivery leads confirm the dates.
- Starts it
- Project manager
- Brings
- export, notes
- Gets
- 5 outputs
Scope change impact review
When new work turns up in a project plan, the project manager gets one review: every deliverable compared with the agreed baseline, each addition marked approved or not, its estimated effect on effort, cost and the end date, and the decision the sponsor has to make. The sponsor accepts or declines each one.
- Starts it
- Project manager
- Brings
- export, notes, document, pasted text
- Gets
- 6 outputs
Stakeholder and decision rights map
Before kickoff, the project manager holds one map of everyone the project touches: each group placed by influence and interest, every key decision with exactly one accountable owner, the decision makers still missing, and who hears what, when and from whom. The sponsor confirms every decision right.
- Starts it
- Project manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Thirteen-week cash flow forecast
The owner sees cash week by week for the next thirteen weeks: what comes in, what goes out, the lowest point and every week below the floor they set, with each assumption written on the page. The forecast informs the decision; the owner makes it, and nothing is paid or moved.
- Starts it
- Bookkeeper
- Brings
- export, notes
- Gets
- 7 outputs
Weekly owner business brief
Each Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 8 outputs
Workflow fit check: is this piece of work ready for AI?
Before you build anything, run one piece of work through six checks and get a straight answer on one short page: build it, build one part, do something simpler first, not yet, or leave it with your people. The owner decides what gets built first, with the reasons in front of them.
- Starts it
- Owner
- Brings
- notes, pasted text
- Gets
- 6 outputs