Sometimes offices backslide into using old outdated processes just because they are familiar.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

Click here to download the accessible PDF