A successful workflow requires creating and maintaining an efficient process to manage tasks and resources. A workflow can be formal and complicated or simple and flexible, depending on the size of a task and how that task is managed. A simple workflow might include an email notification, a list with deliverables, and so on, while a formal, complicated workflow could require multiple software systems working together to execute one particular step of the process.
Begin by identifying the process you wish to improve. It could be as simple as the way you send emails, or as intricate as how your accounting department processes billing. Once you have a clear image of the process then gather your team to discuss what steps are involved. Document everything and identify any obstacles. This will help you map out the process and make it easier to understand where the process could be improved or simplified.
Determine the amount of time each step should take. This can be done using previous experience, estimates, or the latest analysis. It is also helpful to set up deadlines and milestones that will allow everyone to stay in line to accomplish the goal of the project. It is also important to assign as many tasks as possible so that you don’t have to take on all the responsibility. This doesn’t mean that you don’t have to take on certain tasks. It is a sign that you should give your team the flexibility and freedom to finish their work in a manner that will benefit the entire process.