Build 1A
Department and Playbook Selection
Choose one department or team whose capacity has a destination, then list four to six recurring playbooks.
Choose a department or team with direct or indirect leverage.
Capacity this team creates has no clear destination. Choose a department or team with direct or indirect leverage instead.
What does this team do repeatedly?
Where does meaningful time go?
Where do delays, rework, bottlenecks, or repeated handoffs occur?
Where does expertise repeatedly have to step in?
Build 1B
Prioritize One Playbook
Tap a playbook from Build 1A and score it 1–5 on each question. The highest total is your recommended playbook. Star the one you'll carry through Builds 2 and 3.
List your playbooks in Build 1A first. They will appear here.
Build 2
Make the Judgment Explicit
For the playbook you selected in Build 1, write down how a good reviewer thinks: what the work must do, how to tell if it does, and what happens next.
No playbook starred yet · choose in Build 1BBuild 3A
Break the Playbook Into Tasks
List each task in the order it happens, from trigger to done. Aim for five to ten. Time and volume give you the hours; the three ratings tell you what is ready to change.
No playbook starred yet · choose in Build 1BWhat starts the work, and what is the very first thing someone does?
Who touches it next? Every change of hands is its own task.
Where does it wait, get redone, or rely on a workaround?
Build 3B
Playbook Redesign Map
Decide what happens to each task, then fill in what the new playbook needs to run safely.
No playbook starred yet · choose in Build 1BThe point where the work is finished and handed off.
Decide what happens to each task
Biggest time first. A suggestion appears once a task has a type and all three ratings.
Add tasks in Build 3A first. They will appear here, biggest time first.
Redesigned flow
Your tasks in order with the decisions applied. A dashed marker shows where the work changes hands.
Steps, handoffs, or systems that aren't captured as tasks above.
Stress test
Test the Redesigned Playbook
Before you roll the redesigned playbook out, test it. Keep these questions in mind for the first few runs.
Take it with you
Keep Your Work
Answers save on this device and to your results page, so you can come back to them in this browser. Download a PDF or copy a summary to keep your own copy. The Excel task inventory matches the full inventory sheet and opens in Google Sheets, so your team can pick up where you left off.
Next step
See Your Results
Your results page pulls it together: the playbook you starred, where its hours go, and what your redesign could give back. No email needed.