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Workflows Directory

Find your team’s next superpower.

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79 workflow templates, showing 73 to 79

  • Three-week look-ahead constraint review

    Before the coordination meeting, the superintendent gets a brief that sets each planned activity of the next three weeks beside what could hold it up: trades sharing an area, unfinished predecessors, open approvals, late deliveries and unanswered RFIs. The superintendent confirms the sequence and assigns the follow-up.

    Starts it
    Project engineer
    Brings
    export, notes
    Gets
    7 outputs

  • Training needs analysis

    For one team, the HR lead or team manager gets what each role must be able to do, how many people can do it now, where the team falls short, and the training to arrange first, with who arranges it and by when. Counted by role, never a rating of a named person.

    Starts it
    Team manager
    Brings
    export, notes
    Gets
    5 outputs
    • People and HR
    • Logistics and trade (filtered by)
    • Established businesses (filtered by)

  • Vendor renewal review

    Before a supplier's notice date, the operations lead takes one page to the decision: the dates counted from the ones you supply, how much of what you pay for is used, what it has cost and what renewal would cost, how the supplier has performed, and the questions to ask. Nothing is sent or cancelled.

    Starts it
    Operations lead
    Brings
    export, notes
    Gets
    8 outputs

  • Weekly status requests to outside counsel

    Every Monday, in-house counsel has a draft status request for each outside firm that owes one: what has happened since the last update, the dates on record to confirm, decisions pending and spend against budget, plus the matters skipped and why. Counsel edits and sends each one.

    Starts it
    Legal operations manager
    Brings
    export, notes, document
    Gets
    2 outputs

    Prepares work for a lawyer. Not legal advice.

  • Win-loss review

    Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.

    Starts it
    Sales lead
    Brings
    export, notes, document, pasted text
    Gets
    8 outputs
    • Sales
    • Engineering firms (filtered by)
    • Established businesses (filtered by)

  • Workplace risk assessment

    For one task or workplace, the site or operations manager gets each hazard, who could be harmed, the controls already in place, a likelihood-and-severity rating before and after, and further controls with an owner and a date, ready for a competent person to review and sign.

    Starts it
    Site manager
    Brings
    export, notes, document
    Gets
    6 outputs

  • Yard shift handover brief

    The outgoing yard or warehouse lead hands the incoming lead one brief: where each trailer stands, how long it has been on site, which dock issues are open and who follows up on each. No trailer is moved and no appointment is changed.

    Starts it
    Outgoing yard lead
    Brings
    export, notes
    Gets
    7 outputs