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Workflows Directory

Find your team’s next superpower.

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11 workflow templates

  • Analysis plan

    Before anyone opens the spreadsheet, the owner or manager gets a one-page plan: the question restated, the hypotheses, the fields and periods needed, and the result that would change the decision. It runs no analysis and states no finding. You own the question and the criteria.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    6 outputs

  • Budget-versus-actual variance commentary

    Before the month's results go to management, the finance lead gets written commentary on every line that moved past the threshold: the figures, the budget owner's explanation marked confirmed or to be confirmed, a bridge from budget to actual, and the questions still open. No cause is invented.

    Starts it
    Finance lead
    Brings
    export, notes, pasted text
    Gets
    7 outputs

  • Funder report draft

    Before a funder report is due, the grants manager gets a draft written to the funder's own questions, with every number tied to a record, an index of the evidence behind each statement and a list of what is still unanswered. People verify it, approve it and submit it.

    Starts it
    Grants manager
    Brings
    export, notes, document
    Gets
    4 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

  • Operations KPI scorecard

    Once a month the operations manager gets one red-amber-green page for the ten or fewer measures that run the operation: each value worked out from your own exports, its trend, what moved and why in the owner's words, and the action agreed for every red. You set the measures and decide the actions.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    6 outputs

  • 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

  • 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
    • Analytics and reporting (filtered by)
    • Project and delivery (filtered by)
    • Nonprofits (filtered by)

  • 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

  • Sales pipeline review

    Each week your sales lead sees the whole open pipeline on one page: value and age by stage, what moved since last week, the deals at risk and coverage against your target. Every figure traces to your export, and the forecast number is left for a person to commit.

    Starts it
    Sales lead
    Brings
    export, notes
    Gets
    9 outputs
    • Sales
    • Analytics and reporting (filtered by)
    • Logistics and trade (filtered by)

  • Service visit work packet

    Before a planned visit to a turbine, inverter or terminal asset, the maintenance supervisor gets one packet built from the logs and approved scope supplied: reported symptoms, previous visits, open parts requests and access questions. It judges no condition and sends nothing.

    Starts it
    Maintenance supervisor
    Brings
    export, notes
    Gets
    7 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
    • Project and delivery (filtered by)
    • Logistics and trade (filtered by)
    • Construction