Post your Broken Process here
One thread, always open. Post a process that keeps failing and I'll break it down. Two get published in full every Thursday; the rest get answered in the comments.
Use this format filling it in is half the work:
1. The process, in one sentence.
"Getting a new client from signed proposal to first delivery."
2. What starts it.
An email? A form? Someone remembering?
3. Every step, in order, and who does it.
Include the steps you'd normally skip because they're "just quick." Those are usually the problem.
4. Where it goes wrong.
Not "it's inefficient." Where specifically does it stall, get dropped, or get done twice?
5. What tools are involved.
All of them. Including the spreadsheet and the group chat.
You can anonymise anything. Say if you don't want it published and I'll answer privately in the comments instead.
One warning: about a third of people solve it while filling in step 3. If that's you, post what you found anyway that's the most useful thing anyone can read here.
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Joseph Digangi
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Post your Broken Process here
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