Documentation
Review workflow progress
Use regular reviews to improve handoffs, not to rank people.
Updated
Reading time (minutes)
4
Look at work in progress
Review open requests by stage and owner. Start with requests that have no clear next step. Check whether missing context, review capacity or an unclear rule is causing delays.
Discuss the underlying cause
Use individual requests as examples of a process problem. Ask the people doing the work what would make the handoff easier. Avoid treating every delay as a performance issue.
Make one change
Choose one improvement, name its owner and agree when to review it. Compare the next group of requests with the previous one before changing another rule.
Confirm the next owner before handing work over.
Keep the outcome and its context attached to the request.