Workflows Directory
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- Industry: Energy
- Industry: Government
- Industry: Logistics and trade
- Business situation: Growth & scaling
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Results
45 workflow templates, showing 25 to 45
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
Preventive maintenance plan
For one site, the facilities or operations manager gets every piece of equipment ranked by failure cost, an approach for each (run to failure, scheduled or condition-based), a dated calendar of tasks from the maker's guidance and the failure history, the spare parts to hold and the downtime measures to track.
- Starts it
- Facilities manager
- Brings
- export, notes
- Gets
- 6 outputs
Process map and bottleneck review
Map one process step by step: who does each step, how long work waits and how long it takes, where it is handed over and where it gets sent back. Then find the one step that caps how much gets finished, and what to try there first. The owner decides what changes.
- Starts it
- Operations lead
- Brings
- export, notes
- Gets
- 7 outputs
Product landed cost worksheet
After an import shipment lands, the owner or bookkeeper gets one worksheet: freight, duty, brokerage, insurance and inbound fees from the invoices spread over each product by a stated method, the landed unit cost beside the cost the store records, and the margin left. A person updates any cost.
- Starts it
- Owner
- Brings
- export, notes, document
- Gets
- 5 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
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
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
Shipment documentation check
When a job finishes, the shipping or quality lead gets one index comparing the order, the inspection records, the required certificates and the packing details, with each missing record and each quantity that does not agree set out. Nothing is certified or released.
- Starts it
- Shipping lead
- Brings
- export, notes
- Gets
- 6 outputs
Site safety induction pack
For one named site, the site, facilities or people lead gets an induction built from that site's own emergency arrangements, rules and hazards, with a short check of understanding, a sign-off record for each person and refresher dates by role. A competent person approves it and delivers it.
- Starts it
- Site manager
- Brings
- export, notes, document
- Gets
- 6 outputs
SOP exception capture
Turn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.
- Starts it
- Operations lead
- Brings
- notes, document
- Gets
- 2 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
Stock count reconciliation
After a physical count, the bookkeeper and the warehouse or store lead get every item counted beside the quantity and value in the books, each difference in units and money, what to check for it, and the items to recount. Nothing is adjusted until a person approves.
- Starts it
- Bookkeeper
- Brings
- export, notes
- Gets
- 5 outputs
Supplier delivery date check
The purchasing or operations person gets one comparison from the open purchase orders and the supplier replies: promised and revised dates side by side, the orders each change puts at risk, and the follow-ups still unanswered. No supplier is contacted.
- Starts it
- Buyer
- Brings
- export, notes
- Gets
- 5 outputs
Temporary change register
For a site or operations manager with temporary changes to equipment, layout or process still in place: a register of every change with its expiry date, the checks still outstanding and the procedures and training it touches, ready for the competent person who decides what happens next.
- Starts it
- Site manager
- 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
Volunteer shift options
A volunteer lead gets draft shift options once an event's availability replies are in: each role's needs set against who volunteered, the requirements on record and the shifts already confirmed, with every uncovered position shown. The lead checks and confirms; nothing is assigned or sent.
- Starts it
- Volunteer lead
- Brings
- export, notes
- Gets
- 4 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
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
Write an SOP from how the work is done
Turn a walkthrough of how one piece of work is really done into a written procedure anyone on the team can follow: who does each step, how they know it is done, what to do when it goes wrong and when to stop and ask. The owner approves it before anyone relies on it.
- Starts it
- Operations lead
- Brings
- notes, document, pasted text
- Gets
- 2 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