OPERATIONS / WORKFLOW 05

Process playbook.

Make a repeatable checklist from a real process, including its exceptions and handoffs.

Use this template

The workflow

Describe the current process

Use the process people actually follow. Keep future improvements separate.

Locate the handoffs

Identify what each role needs before work can continue.

Document the exceptions

A process is most useful when it explains what to do when a normal step fails.

Walk through it

Ask a colleague to use the draft and record every ambiguity before calling it final.

IN PRACTICE / ILLUSTRATIVE EXAMPLE

Illustrative input: a content publishing process moves from draft to editorial review to owner approval. The playbook should preserve that approval step and explain what happens when a draft is sent back.

Before you use the result

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Every prerequisite and approval is visibleHandoffs specify the information neededExceptions have a confirmed escalation pathA colleague has walked through the steps

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