Use whenCompleting an inventory entry for every candidate workflow from the 5D opportunity maps — chase down real baseline numbers: timesheets, submission logs, queue counts.
OutputThe workflow inventory, with a baseline for every entry.
A
Workflow identity
Workflow name
Owner
Purpose What this workflow exists to produce.
1
People and flow
Participants
Inputs
Outputs
Handoffs Between people, teams, systems.
2
Systems, decisions, exceptions, problems
Systems & data involved
Decisions made within it Where someone exercises judgment.
Exceptions & frequency
Current problems
3
Baseline performance — the row leaders skip and later regret
Time
Volume
Quality
Cost
Use whatever the department already tracks. Where no number exists, have the team estimate — and mark it as an estimate. Without a documented starting point, no pilot can demonstrate improvement.
4
Reference entry — Meridian (abridged)
Example
Workflow: Quarterly grant reporting. Owner: Grants manager. Participants: Grants manager, two program directors, finance associate. Volume: 11 funder reports per quarter. Baseline: ~26 staff-days per quarter; 2 late submissions in the past 4 quarters; each report averages 4 revision cycles. Systems: Program database, spreadsheet exports, funder portals. Known problems: Manual data re-assembly, inconsistent narrative quality across authors, single point of failure in the grants manager.
You should now have