Making and maintaining a procedure that is efficient in managing tasks and resources is essential to creating an effective workflow. A workflow can be formal and complex or simple and flexible, based on the size of a project and the manner in which it is managed. For example, a simple workflow might include an email notification and a list of deliverables however, a more complicated formal workflow might require several software systems that work together to execute a step in the process.

Start by putting the process in mind

Begin by identifying the process you wish to improve. It could be as simple as the way you send emails, or as intricate as how your accounting department processes billing. Once you have a clear picture of the process in mind, gather your team and discuss the steps to be taken. Note everything down and identify any issues. This will help you plan the process which will help you determine where the process could be improved or simplified.

In addition to identifying the steps, figure out the length of time each step should take. This could be based on past experience, through estimations or by analyzing the current data. The setting of deadlines and milestones will aid everyone in staying on track. It is also essential to delegate as many tasks as you can to ensure that you don’t shoulder all the responsibility. This does not mean that you will never have to accomplish a task by yourself, but instead to give your team members the freedom to finish their work and focus on them in a manner that will benefit the entire process.

Organizing an Effective Workflow