AI workflows for writing procedures and checklists.

Writing down how the work is really done, including its exceptions, and keeping the procedure library current.

Who does this work

  • Operations manager
  • Process analyst
  • Documentation specialist

2 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Capture the exceptions in a procedure
  2. Write a procedure from how the work is done
  3. Review a knowledge library for stale, duplicate and unowned entriesIllustrative
  4. Turn a repeatedly missed step into a checklistIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Capture the exceptions in a procedureTurns how the most experienced person handles awkward cases into an approved exception register for one procedure.Workflow templateWrite a procedure from how the work is doneTurns a walkthrough of how one piece of work is really done into a written procedure with steps, owners, completion checks and exceptions.Workflow template
Review a knowledge library for stale, duplicate and unowned entriesReviews a library of methods, precedents, procedures or the documents behind an internal assistant for stale, duplicated, conflicting or unowned entries and proposes an update or retirement for each owner.Illustrative · not built yet
Turn a repeatedly missed step into a checklistDrafts a short checklist with pause points, observable checks and an escalation contact for a step that keeps being missed.Illustrative · not built yet

Workflow templates

SOP exception captureTurn 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.Workflow templateWrite an SOP from how the work is doneTurn 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.Workflow template

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Tell us the writing procedures and checklists work you need and the team that does it, and we build the workflow with you from your own procedures.

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Where to go next

All of process improvement and SOPsThe broader area this belongs to, with its workflows.All of operations and process improvementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within process improvement and SOPs

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