Free · Checklist · 1 page · PDF

The Parts Inventory

A company is made of parts — steps, rules, approvals, fields, reports, features, clauses, KPIs. In a workshop you can hold them; in your company they are made of words, which is why nobody counts them. This is the one-page checklist for counting them on one workflow, and deciding what goes, before anyone types a prompt.

• The seven kinds of parts a workflow is made of
• The two questions to ask of every part — out loud
• The delete list, the ten-percent check, and the one exception
• Printable; fill it in with the people who run the workflow

Step four of the Edge Method — why deletion comes before automation → Read why