keymodels
Workflow design canvas
How should an intake-to-closure workflow define states, ownership, service levels, and controls?
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Start with a clear working structure.
The workflow design canvas turns a recurring piece of work into a record that another person can understand and continue. The working view makes demand, intake, and triage visible so discussion can move from general opinion to a specific action or decision.
Complete demand with the specific fact, choice, evidence, owner, and review implication required by the workflow design canvas. Complete intake with the specific fact, choice, evidence, owner, and review implication required by the workflow design canvas. Complete the remaining items so this section is ready for review and use.
Use a small controlled set of states, define the entry and exit condition for each, and record the date of the latest change. Name the upstream or downstream dependency, owner, required evidence, due date, and consequence if it is late. Complete the remaining items so this section is ready for review and use.
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