Manual Workflow Diagnostic

Identify the recurring workflow costing you or your team the most time, money and control, then turn it into a practical 30-day improvement plan.

The Manual Workflow Diagnostic is a self-guided workbook and Excel calculator for anyone responsible for recurring work.

It is designed for processes involving repeated typing, chasing, spreadsheets, unclear handovers or knowledge that sits with one person. That could be a monthly report, client update, audit follow-up, payroll check, approval process, onboarding workflow or another task you repeat at work.

In around 45-60 minutes, you will:

• Compare the recurring workflows you manage
• Estimate their annual time, labour and rework costs
• Assess key-person, traceability, client and growth risks
• Select the workflow worth fixing first
• Map what currently happens
• Produce a one-page improvement brief and 30-day action plan

Your download includes:

• A 21-page diagnostic workbook
• An Excel cost and priority calculator
• A completed service-business example
• Optional AI prompts to help analyse your findings

You do not need to be a business owner or operations specialist. If you are responsible for a recurring process and know it could work better, the diagnostic will help you decide where to begin.

This is a self-guided digital product. Bespoke workflow review, system design and implementation are not included.