The creation and maintenance of a process that is efficient in managing tasks and resources is essential to establishing an efficient workflow. A workflow can be simple and flexible or formal and complicated, depending on how the task is handled and the scope of the task. For instance, a simple workflow might include an email notification and a list of deliverables while a complex formal workflow could involve multiple software systems that work together to carry out a particular step of the process.

Start by putting the Process in mind

Start by identifying a specific procedure you’d like to improve. It could be as simple as how you send emails, or as complex as how your accounting department processes billing. Meet with your team to discuss the steps involved when you’ve got a good idea of the process. Note everything down and identify any obstacles. This will allow you to map out the process which will help you discern where the process can be improved or streamlined.

In addition to identifying the steps, you must determine how long each step is expected to take. This can be based on previous experience, estimates or by looking at current analytics. Set deadlines and milestones to assist everyone in staying on the right track. It is also crucial to delegate as many tasks as you can to ensure that you don’t take on all the responsibility. This does not mean that you don’t have to complete certain tasks by yourself. It is a sign that you must give your team the flexibility and freedom to complete their work in a manner that benefits the entire process.

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