If you’re ready to create a Process Optimization Plan to streamline operations, reduce chaos, and scale with confidence, here’s how to set the stage for success when bringing in someone like me.
1. Capture “Current State” Reality, Not Wishful Thinking
Problem: Teams often present how a process is supposed to work as part of a Process Optimization Plan, not how it actually runs.
Recommendation: Before your team meets, walk through your workflow with a stopwatch or screen recorder. Look for where handoffs fail, rework happens, or approvals pile up.
2. Involve Key Stakeholders Early
Problem: When only one department is looped in, process changes often hit political roadblocks later.
Recommendation: Bring cross-functional leaders into the discussion from the start. This helps align incentives and reduce resistance.
3. Clarify Your Goals and Metrics
Problem: Without clear success criteria, improvements feel subjective.
Recommendation: Define what success looks like: Is it fewer customer complaints? Faster lead time? Lower churn? Quantify it so we can track progress together.
