Question
What does it mean that the workflow review?
Quick Answer
Periodically review all your workflows to retire outdated ones and improve active ones.
Periodically review all your workflows to retire outdated ones and improve active ones.
Example: You sit down on the last Sunday of the month with a list of every workflow you run — morning routine, weekly report, client onboarding, code deployment, meal prep, expense tracking. You notice that the client onboarding workflow has not been executed in three months because you changed roles. The expense tracking workflow still includes a step where you manually export CSV files, even though the tool now has an API. And there is no workflow at all for the monthly stakeholder update you have been doing ad hoc for six weeks. You retire the onboarding workflow, update the expense tracker, and draft a skeleton for the stakeholder update. In forty-five minutes, your entire workflow portfolio is current.
Try this: Make a list of every workflow you currently run — formal or informal, work or personal, daily or quarterly. For each one, answer three questions: When did I last execute this? Is there a step that no longer makes sense? Is there a recurring task I do that has no workflow at all? Based on your answers, retire one workflow, update one workflow, and draft a skeleton for one missing workflow. This is your first workflow review. Schedule the next one for thirty days from now.
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