Practice Workflow Assessment Form
Assess how your practice workflow currently operates and identify the most important improvements. Please complete the questions below based on your team’s current process.
Workflow Context
Organization/Team Name
*
Workflow/Process Being Assessed
*
Practice Workflow Assessment
Current workflow stage or practice type
*
Initial setup
Active daily operations
Scaling and optimization
Review and maintenance
Workflow clarity
*
Very unclear
1
2
3
4
5
6
7
8
9
Very clear
10
1 is Very unclear, 10 is Very clear
Communication and hand-offs
*
Poor
1
2
3
4
5
6
7
8
9
Excellent
10
1 is Poor, 10 is Excellent
Efficiency and time usage
*
Inefficient
1
2
3
4
5
6
7
8
9
Highly efficient
10
1 is Inefficient, 10 is Highly efficient
Key workflow steps assessment
*
Rows
Step
Current Status
Improvement Need
Intake
1
2
3
Review
4
5
6
Approval
7
8
9
Execution
10
11
12
Follow-up
13
14
15
Overall workflow maturity/readiness
*
Please Select
Early stage
Developing
Established
Optimized
Improvement Priorities
Top workflow pain points
*
Most important improvement goals or desired support
*
Submit
Should be Empty: