Routivelle / resources
Practical guides to help you define a workflow, assign responsibility, and remove unnecessary steps.
Field guide 01
Write a single sentence describing what “done” means. List the information required at intake, then outline only the steps that contribute to that outcome.
Give every step one responsible role. Separate the person doing the work from anyone who only needs to be informed.
Put it into practice →Field guide 02
An approval should answer a specific question. Define the evidence a reviewer needs and the possible outcomes before adding another approver.
Document what happens when information is missing. A request should return to a clear owner, rather than disappear into a follow-up message.
Put it into practice →Field guide 03
Walk through a recent request. Identify where it waited, why it waited, and whether the next owner had the information they needed.
Try a smaller intake form, a clearer owner, or one fewer review. Compare the next few requests before making another change.
Put it into practice →