Workflows Directory
Find your team’s next superpower.
- Function: Project and delivery
- Function: Recruiting and hiring
- Industry: Professional services
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Results
33 workflow templates, showing 25 to 33
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
Reference check question plan
After the interviews, the recruiter gets short reference calls aimed only at what the panel still could not establish, put to the referees the candidate named and agreed to, with a note sheet for each call that keeps the referee's own words. It gives no view on the candidate.
- Starts it
- Recruiter
- Brings
- export, notes, document
- Gets
- 6 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
Work sample exercise brief
For one approved role, the hiring manager gets a practical exercise: a bounded task from the role's real work, instructions for the candidate with a time limit and adjustments, and the evidence the panel will look for. The panel judges the work; nothing is rated here.
- Starts it
- Hiring manager
- Brings
- export, notes, document
- Gets
- 5 outputs