A practical diagnostic for recurring work

Find the recurring workflow worth fixing first.

Compare the processes costing you or your team time, money and attention. Then turn one priority into a clear improvement brief and controlled 30-day test.

£29 One-off purchase · instant digital download
Get the diagnostic

PDF workbook, Excel calculator and completed fictional example.

Manual Workflow Diagnostic workbook cover
Manual Workflow Diagnostic Excel calculator preview
PDF + EXCEL

Not every manual process deserves equal attention

You may manage several recurring workflows. The first job is deciding which one is worth fixing.

Look for where avoidable work, weak traceability and operational risk combine strongly enough to justify a change.

01

Repeated typing

The same information is transferred between files, forms or systems.

02

Fragmented inputs

Information arrives through email, calls, spreadsheets and individual follow-up.

03

One-person knowledge

One experienced person knows how the process really works and how exceptions are handled.

04

Unclear evidence

Corrections happen, but the final figure or decision is difficult to trace to its source.

What you will leave with

One priority. A clearer process. A practical next step.

In around 45-60 minutes, the toolkit takes you from a list of frustrations to one reasoned improvement decision.

01

Compare recurring workflows

Use the same basis to estimate time, cost, rework and delay.

02

Assess operational risk

Consider key-person dependence, traceability, client impact and growth.

03

Map what actually happens

Capture the handovers, workarounds, missing inputs and review points.

04

Design a contained first change

Remove, standardise, automate or retain steps for human judgement.

Workbook page explaining the operational-risk scoring method
The method is visible. The judgement remains yours.

Everything included

A compact toolkit, not a padded course.

Workbook cover

21-page PDF

Diagnostic workbook

Guided questions, process-mapping pages, an improvement brief and a 30-day test.

Workflow assessment calculator

Working spreadsheet

Cost and priority calculator

Compare up to twelve workflows using transparent formulas and consistent risk weights.

Fictional cleaning-company worked example

Completed example

See the method applied

Follow a fictional multi-site cleaning company from rough estimates to one priority workflow.

Worked example

A monthly client pack carrying more burden than anyone realised.

A fictional commercial-cleaning team combines audit results, attendance, complaints and service data through several routes. One operations manager corrects gaps and adapts the pack for the client.

240team hours a year
£8,728estimated annual burden
88/100priority score

Illustrative figures from a fictional example, not a customer result.

Why 88/100?

Annual burden
18/30
Key-person risk
15/15
Traceability
20/20
Client impact
20/20
Growth constraint
15/15

The score is a consistent first-pass comparison, not an objective verdict.

A good fit if

You can feel the friction but need a sensible place to start.

  • You or your team repeatedly chase inputs or correct avoidable errors.
  • Important work depends on spreadsheets, email or individual knowledge.
  • You need a clearer internal case before committing to a larger project.
  • You want to investigate the workflow before selecting the remedy.

Questions before you buy

Clear boundaries are part of the product.

Do I need perfect cost data?

No. Reasonable estimates are enough for a consistent first comparison. Confirm important assumptions before investing in a change.

Is this only for reporting?

No. Use it for reporting, onboarding, audit follow-up, payroll checks, complaints, rota changes, stock ordering or another recurring workflow.

Will it tell me what software to buy?

No. It helps you diagnose the workflow. The right remedy may be a clearer process, stronger ownership, automation, different software or a deliberate human control.

Does the price include bespoke support?

No. This is a self-guided digital toolkit. Bespoke workflow mapping, system design and implementation are separate services.

Manual Workflow Diagnostic

Choose the one workflow worth fixing first.

Get the PDF workbook, Excel calculator and completed example for a one-off £29 payment.

Get instant access for £29

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