Staff Workflow Analysis §

Date: {{date}}

Staff Member:

1. Role and Responsibilities §

• Position:
• Primary Duties:
  • {{duty_1}}
  • {{duty_2}}
  • {{duty_3}}

2. Daily Workflow §

• Typical Daily Tasks:
  • {{task_1}}
  • {{task_2}}
  • {{task_3}}
• Tools and Software Used:
  • {{tool_1}}
  • {{tool_2}}
  • {{tool_3}}

3. Pain Points §

• Challenges Faced:
  • {{challenge_1}}
  • {{challenge_2}}
  • {{challenge_3}}
• Impact of Challenges on Work:
  • {{impact_1}}
  • {{impact_2}}
  • {{impact_3}}

4. Desired Improvements §

• Staff Suggestions for Improvement (things they wish they could do to improve their workflow):
  • {{suggestion_1}}
  • {{suggestion_2}}
  • {{suggestion_3}}

5. Recommendations for Automation/Tools (To be filled by consultant) §

• Potential Tools or AI Solutions:
  • {{tool_1}}
  • {{tool_2}}
  • {{tool_3}}

6. Additional Notes §

• {{additional_notes}}