Frequency
How often does the work happen and how much time does it consume?
Practical resource
Automation opportunity worksheet
Score a workflow before deciding whether to automate it.
MPractical resource
01QuestionStructured and visible
02GuidanceStructured and visible
03ActionReady for accountable action
Decision signalNext step clear
Human review
Variation
Which steps are consistent and which depend on judgment or exceptions?
Risk
What happens when the result is wrong, late, missing, or unauthorized?
Value
What measurable result justifies implementation and ongoing support?
Apply the guide
Turn the checklist into a bounded next step.
Bring the relevant examples, owners, systems, and desired outcome to a qualification call.