Operations Workflow Intensive
Design one cross-team workflow with clear stages, handoffs, ownership, and decision points.
Scope at a glance
Who it's for
Firms with one important process that crosses roles and needs a clearer operating design before the team tries to implement it.
The problem it addresses
Work moves inconsistently between people during onboarding, document collection, month-end close, or a handoff, creating repeated follow-up and unclear ownership.
What you bring
The current workflow steps, the roles involved, examples of handoff problems, and any existing templates, checklists, or systems the team uses.
What Forge reviews
Uses a 90-minute working session and the submitted materials to define the intended workflow, roles, handoffs, and decision points for one process.
Included deliverables
What you receive
- A 90-minute workflow-design session for one selected process.
- A current-to-intended workflow outline with stages and handoffs.
- A responsibility view showing who owns each key step or decision.
- A list of required inputs, recurring checks, and unresolved workflow decisions.
- A practical implementation sequence the firm can use internally.
How it works
- 01Purchase and submit the selected workflow, roles, and examples of friction.
- 02Forge reviews the materials and confirms the focus for the 90-minute design session.
- 03Meet to design the workflow and receive the resulting outline and implementation sequence.
Best fit if…
one cross-team process needs a clearer design before you ask people to follow it, rather than only a diagnosis, action plan, or priority-setting conversation.
Not included
This does not include configuring practice-management software, writing every template, training the full team, or implementing multiple workflows.
Price
$500.00
Duration
1h 30m
Ready to begin
Purchase this operations engagement
Your purchase includes the tier-specific deliverables listed above for Operations Workflow Intensive.
Before you check out
- Choose this tier.
- Complete secure, hosted checkout.
- We'll follow up to begin the engagement.
You'll review your order in MadeThis-hosted checkout before completing your purchase.