Workflow Readiness Assessment

Complete this assessment to determine if your firm is ready to institute workflows for all repeatable processes. You ideally need the entire team’s buy-in and alignment in order for workflows to be successful. If your results say you are not ready yet, you should now know what to look for before beginning this process. 

  • Request that your staff complete the Staff: Workflow Readiness Assessment on the second page. 
  • Use this to help identify areas for improvement. 
  • Easily identify areas to develop with the score-based outcome.
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