To create a successful workflow, it is essential to developing and maintaining an efficient system to manage tasks and resources. A workflow can be easy and flexible, or formal and complicated, depending on the way a task is managed and the complexity of the task. For instance, a simple workflow could comprise an email notification as well as a list of deliverables, while a more formal workflow could involve multiple software systems that work together to execute a step in the process.

Start by putting the Process in Mind

Begin by identifying what process you’d like to improve. It could be as simple as the way you send emails, or as complex as the way your accounting department processes billing. Bring your team together to discuss the steps involved once you have a clear understanding of the procedure. Note everything down, and pinpoint any issues. This will allow you to visualize the entire process and make it easier to see how the process can be improved.

In addition to identifying the steps, decide the time each step will take. This can be determined by analyzing past experience, estimates or current analytics. It is also helpful to set up milestones and deadlines, which will allow everyone to stay in line to accomplish the goals of the project. In addition, it is important to delegate as many tasks as possible so that you do not put all the responsibility on yourself. This is not to say that you’ll never have to perform a specific task by yourself, but instead to give your team the autonomy to finish their work and focus on them in a way that benefits the whole practice.