Workflow Friction Audit

Keep any notes broad. Do not use confidential, sensitive, client, patient, financial or personal information.

1. 1. Name the recurring task in broad terms.
2. 2. Notice where the task slows down, repeats or gets handed off.
3. 3. Identify the approved information or source material needed.
4. 4. State who needs to check, approve or remain accountable.
5. 5. Choose the smallest safe next step to explore.

This is a reflection checklist, not a diagnosis or service recommendation.