Stop Patchworking Your Processes
Stop Patchworking Your Processes: A 6-Step Workflow Checklist
Broken processes causing chaos? Map, redesign and streamline your workflows with this simple 6-step checklist.
✅ 1. Map Your Current Process
List every step in the process — however messy.
Include who’s involved and what tools are used.
Don’t tidy it yet — just get it all down.
✅ 2. Identify the Pain Points
Where do delays or confusion happen?
Are there repeated tasks, missed steps, or unnecessary approvals?
What do people regularly forget, redo, or work around?
✅ 3. Define the Ideal Outcome
What’s the actual goal of this process?
Who needs what, by when, and in what format?
Keep it outcome-focused, not tool-focused.
✅ 4. Redesign the Flow
Start from the outcome and work backwards.
Remove any step that doesn’t add value.
Make the handovers between people or systems clear and seamless.
✅ 5. Document the Process
Write it out or diagram it — no more relying on memory or Janet’s inbox.
Include who does what, when, and how.
Use it to train new team members and align everyone.
✅ 6. Automate Where It Makes Sense
Look for repetitive tasks, delays, or double-handling.
Use tools that trigger the next step, notify the right person, or update your systems.
But don’t automate a bad process — fix it first.
Bonus Tip: Run it like a rehearsal
Once it’s mapped, test it with your team. Act it out. Walk it through.
Fix any friction before it becomes a daily frustration.
Ready to fix your workflow for good?
If your systems feel like they’ve been patched together one too many times, it might be time for a fresh pair of eyes.
Book a free Discovery Call with Quirky Giraffe and let’s uncover where your time, energy, and money are leaking — and what to do about it.
