Workflows for established teams

Document established workflows without making them cumbersome.

Prepare cover

In an established practice, many steps are passed on verbally. Praxis Projektservice records existing routines, files and handovers so cover staff and new participants can continue confidently.

What matters

Here, “Praxis” means established working practice. The service is not medical, tax or legal advice.

How a project could work

Possible project: Workflows for established teams

For holiday cover, daily checks, relevant folders and known exceptions could be recorded in a short workflow file. The team itself decides which specialist actions are authorised.

Our approach

How we work together

  1. Observe the workflow

    We observe or discuss a typical run with the people who perform it every day.

  2. Simplify the file

    Duplicate guidance is removed and the workflow file is reduced to the steps that are needed.

  3. Run a team review

    During the team review, primary and cover staff confirm together that the record works in practice.

Services

How we can help

Capture the routine

Recurring workflows are captured from actual practice rather than an idealised target description.

Name exceptions

Exceptions identify their trigger, responsible role and departure from the usual route.

Prepare cover

Cover instructions explain where information can be found and handed on during an absence.

B2B email marketing

Introduce a readable workflow record in clear terms.

We plan B2B email communication for a clearly defined market context: providers of internal organisation and cover planning. For the offer “readable workflow record”, a specific purpose, transparent sender and demonstrably relevant consent provide the fixed framework.

More about email marketing

Contact

Let’s talk about your project.

Which established workflow should be documented clearly for the first time?

Positive Group Deutschland GmbH
Freiburg im Breisgau · Germany