Workflow Audit
About this template
The Workflow Audit provides a comprehensive framework for analyzing and optimizing an organization's workflows in Notion. It includes:
1. Organization Overview: This section covers industry specifics, team hierarchy, technical infrastructure, and data security. It aims to understand the organization's structure and current systems.
2. Processes & Workflow: This part focuses on current workflows, pain points, communication and collaboration, measurement and reporting, and integration opportunities. It helps identify areas for improvement and optimization.
3. Change Management: This section assesses the organization's readiness for adopting new tools and workflows. It covers user interface design, adoption willingness, and change management strategies.
4. Scaling Your Systems: The final section looks at future scalability, training, and support needs to ensure long-term success and adaptability of your Notion workspace.