Sometimes offices backslide into using old outdated processes just because they are familiar. We invite you to use this resource, The Ideal State: Perfecting Electronic Workflows, to help modernize the workflows in your office. This action planning toolkit will help you plan a meeting and guide a thoughtful discussion to help your team find practical solutions to shared pain points. It includes:
- Sample invite email
- Sample meeting agenda
- Work plan templates to use during the meeting:
- Step 1: Take stock of the core functions of your office
- Step 2: Make a plan for digitizing or improving workflows
- Step 3: Into the future and beyond