Workflow Analysis

An overall organization analysis starts with the people, aligning processes, and targeting success.

A three-stage approach to aligning your teams with the organization improves overall success.

Overview of Stages:

Pre-work: Scoping

Assessment

Analysis/Drafting

Revision/Approval

Pre-work: Scoping

The first stage can last from a few days to several weeks.

An initial client conversation is held.

This conversation will determine the timeline (aggressive or standard), Goals/expectations, logistics, and background for why this is being requested, how they got here, and why it is a priority?

Review information for insight/scoping and feedback.

Provide a project plan and draft of questions for the event and request information on availability for the scheduled event.

The client identifies the appropriate staff to participate in the event.

To be successful, the participating individuals are briefed on the overall purpose once selected. This should be limited to understanding what the information that they provide will do for the process/event.

To be the most effective, the leadership and individuals should review the questions and develop a preliminary list of job responsibilities by category.

The list will be reviewed and refined by leadership and provide a starting point for which questions can flow.

Assessment

The Assessment is held in a 2-8 hour session depending on group size and job complexity.

one-on-one sessions between selected individuals and myself

An agenda and ground rules are reviewed to ensure that everyone is comfortable and understands how we will proceed and the scope and goals of the assessment activity.

During the Assessment, the activity goes through the questions and develops, requesting insight. Near the end of the session, ask questions to understand the working environment and culture.

Wrap up an event with insights, expectations, and action items.

Analysis

Review notes and provides a preliminary summary for several debriefing meetings following the assessment activity.

A Debrief meeting should occur with the supervisor within 2-3 business days to ensure that the information provided accurately reflects an understanding of the position.

Based on the feedback from the debrief, draft revisions to the Position description based on the notes and feedback.

Revision/approval

Provided that all information has been collected and feedback obtained, I will draft a formal rewrite of the position description and preview it with the necessary leadership to ensure that it accurately reflects the team's abilities, qualifications, and goals.

If this is accepted, it will be sent for approval and posting. If not, it will go through several iterations until it is received.

Send a final report to all parties involved with a comparison to the original to depict the work and value.