A Process Optimization Plan is often misunderstood as just “cleaning things up.” In reality, it’s a strategic lever for growth. Yet most teams fall into the same traps when trying to improve operations. Let’s unpack those pitfalls and how to fix them.
Pitfall #1: Solving Symptoms, Not Systems
Problem: Teams often jump to fixing the most visible issue, like delays in approvals, without examining the broader workflow.
Analysis: This leads to patchwork fixes that don’t address root causes. Instead of improving flow, they just add more layers.
Fix: Start with a value stream map. Visualize the entire process to understand where value is created and where it gets stuck.
Pitfall #2: Lack of Frontline Input
Problem: Leaders design process changes in a vacuum, leaving out the people closest to the work.
Analysis: This creates resistance and poor adoption. Worse, it often leads to unrealistic workflows.
Fix: Involve your frontline early. Use observation sessions and “voice of the operator” interviews to co-create solutions for your Process Optimization Plan.
Pitfall #3: Over-Automating
Problem: Businesses rush to automate before stabilizing and optimizing their processes.
Analysis: Automating a bad process just speeds up the mess. Plus, you risk locking in inefficient logic.
Fix: Standardize before you automate. Ensure your workflows are lean, clear, and well-documented before layering in tech.
