Measuring progress

Keep the change only while it helps.

Review paperwork, handoffs, software, and AI against the same starting point.

Work through the decision

Review the work, then record the decision.

Compare time, quality, use, and full costs before deciding whether to continue, adjust, or stop.

Operating owner
Name the person responsible for the result.
Fair comparison
Use the same task types, quality checks, and review periods.
Review date
Agree when to compare results with the starting measures and targets.
Review template · measures to collect, not reported results.
MeasureCompareInterpret carefullyReview action
Time per taskmin/taskStarting and current hands-on time, waiting, and corrections.Volume or task difficulty may have changed.Explain differences before crediting the change.
Work needing correctioncorrections/100 tasksSample completed tasks using the same quality check.Faster work can still mean poorer quality.Review exceptions and where extra work moves.
Use by the team% eligible staffActual users versus expected users, skipped steps, and staff feedback.Usage alone does not establish value.Check which roles need clearer instructions or training.
Full running cost$/monthTools, review effort, maintenance, and training; show setup separately.Time released is capacity, not automatic cash savings.Compare the ongoing cost with the value of the whole workflow.

Close the review with a recorded choice.

Decision
Continue, adjust, or stop; keep the evidence and reasons.
Action and owner
Assign changes, instructions, training, and any fallback.
Next review
Set the due date and repeat the comparison after the agreed actions.
A hand drawing lines on a whiteboard with a black marker.

Look beyond the tool.

Check whether work has shifted to another person or team. Time released is capacity, not automatic cash savings.

Keep a decision record
Retain the measures, assumptions, owner, and next review date.

Questions before you decide.

Does higher usage mean the change is working?

Usage alone does not establish value. Compare task time, corrections, running costs, and staff feedback against the starting point.

Who keeps the improvement useful?

Name an operating owner and agree the next review date. Record any changes, training, and fallback needed before the next review.

Continue the decision.

Review how the workflow is holding up.

Expected Illustrative working assumptions; adjust to your task.

Illustrative Expected scenario. Exact values and units follow the chart.
Illustrative self-ratings: current / previous review..
Business value
3 / 2 rating / 5
Available data
2.5 / 2.5 rating / 5
Human review
4 / 2 rating / 5
Full costs
3 / 1.5 rating / 5
Team ownership
3.5 / 2.5 rating / 5
Change the inputs

Show uncertainty in task time.

Expected Illustrative working assumptions.

Illustrative Expected scenario. Exact values and units follow the chart.
Illustrative input range. Enter your observations.
Low
8 minutes
Working estimate
12 minutes
High
18 minutes
Change the inputs

Bring one decision you need to make.

Start with a free 30-minute review of one workflow. A full diagnostic or specialist report is separately scoped.

Request a free workflow review
AI-generated illustration of hands mapping a workflow on a desk.AI-generated illustration of two people checking an AI draft against a customer request.