Map the workflow.Redesign the friction.
A guided tool for mapping how your work moves from promise to completion, identifying friction, and improving one recurring workflow.
Delivery systems accumulate reactively. Workflows grow out of urgent problems. Workarounds become standard operating procedures.
Intentional delivery is not about efficiency for its own sake. It is about designing a system that protects your capacity for high-value work.
The first step is not automation. The first step is knowing where the judgment is.
“Reactive systems steal the time your judgment needs.”
Choose one recurring workflow in your practice. Complete the four blocks below to map your process.
01 · The Workflow
Name the recurring workflow you are mapping. It should be one you handle at least monthly.
02 · Every Step You Touch
List every step you personally handle in this workflow, from first contact through completion.
03 · The Judgment Column
For each step in Block 2, ask: does this step require my professional judgment, or is it a repeatable habit?
Judgment Work
Habit Work
04 · The First Redesign
Look at the habit column. Choose one step you could systematize this week using a template, checklist, or automation.
The Step
The Replacement
- 01Implement the one redesign you named in Block 4. Do not attempt more.
- 02Run the workflow with the new step in place for two weeks.
- 03Return to the map. Move any step where the redesign worked into a systematized column and choose the next.
- 04Repeat. Over time, this map becomes the record of how your delivery moved from reactive to intentional.
The Delivery Workflow Map is the introductory version of the systems design work in The Business Plan Playbook, Second Edition.
Explore The Practice Playbook Series