Module 03 · Workbook

Workbook: design and test your workflow

Select a workflow, observe variants, agree on the standard, co-design the Mini-SOP, and run a pilot with a human owner.

For teams

Turn expert practice into a shared way of working.

When the method lives with one person, handoffs vary, review arrives late, and AI amplifies inconsistency.

What you will gain

The team will leave with a common Mini-SOP, review points, accountable owners, and evidence from a bounded pilot.

How to proceed

Select a workflow, observe variants, agree on the standard, co-design the Mini-SOP, and run a pilot with a human owner.

What to verify

A Mini-SOP with roles, inputs, steps, criteria, approvals, exceptions, and a team-pilot record.

00 · How to use this workbook

How to use this workbook

Start in class, deepen through practice, and consolidate only with reviewable evidence.

Class clock in three moments: masterclass, hands-on and closing.

01
Frame the caseState the case, desired result and evidence you want to observe.
02
Prepare the inputsGather what is needed, acknowledge boundaries and use the three preparation prompts.
03
Work in classComplete the essential practice and retain initial evidence.
04
Go deeperOpen each detail to review actions, criteria, examples and connections.
05
Consolidate and transferMeet the criterion, review the evidence and test the practice in another context.

Orientation

Work on a shared workflow

Turn team work into a governed Mini-SOP with roles, rights, and testing.

Workbook cycle: prepare, practise in class and consolidate.

Use case: Prepare and review an internal proposal.
You are ready when: Owner, reviewer, scope, and access exist.

Inputs

Name roles
Gather process, sources, and policies
Define data and boundary

Define your case

Write only what is needed to frame the practice. These fields are neither saved nor sent.

Diagnosis map: a challenge observed before choosing the intervention.

Case or situationTemporary use: the content is lost when the page reloads.Desired resultTemporary use: the content is lost when the page reloads.Evidence of progressTemporary use: the content is lost when the page reloads.

Preparation prompts

Prompt library with levels and expected evidence.

Go deeper3 · Preparation prompts

Choose a checkable workflow

Bound a task with an observable outcome.

Receives: workflow context
Produces: Workflow brief

Describe task, frequency, outcome, user, and risk.

Prepare starting evidence

Separate records, sources, and assumptions.

Receives: Friction map
Produces: Evidence pack

List inputs and mark unsupported items as assumptions.

Set the human boundary

Define decisions, review, and stop conditions.

Receives: Mini-SOP v0.1
Produces: Assistance boundary

Name what a person decides, AI prepares, and when to stop.

Resources in this module

Amplified work

Align owners, controls, and AI use so the team can deliver repeatably without weakening professional judgment.

Stacked deliverables ready to use and review.

All resources

00 · Before you begin

Before you begin

Connected steps that end in a repeatable result.

Prerequisites

Owner, reviewer, scope, and access exist.

Inputs

Name roles
Gather process, sources, and policies
Define data and boundary

Limits

Work with a bounded, authorized case.
Do not include personal, confidential or restricted data.
Stop when evidence, permission or an accountable reviewer is missing.

01–03 · Workbook

Select a workflow, observe variants, agree on the standard, co-design the Mini-SOP, and run a pilot with a human owner.

01 · In class

Prepare

Bound the workflow, roles, and dependencies before redesign.

Observe the current workflow

Reconstruct one case without improving it yet.

Go deeperQuality criteria

How to apply it

Order real steps.
Mark friction and handoffs.
Separate facts from explanations.

Quality criteria

Real start, finish, and owners.
Friction linked to a moment.

Produces: Current map
Example: Business synthetic example: Proposal reconstructed by the team.
Avoid: Do not draw the ideal as current.
Reflect: What surprised you?
Connection: Feeds the diagnosis.

Prompts · prompt-02

Your evidence

Define outcome and criteria

State why the workflow exists and what good completion means.

Go deeperQuality criteria

How to apply it

Name user and outcome.
Write checkable criteria.
Set boundary and stop.

Quality criteria

Supports accept or reject.
Not based on speed alone.

Produces: Definition of done
Example: Business synthetic example: Proposal with owner and reviewer.
Avoid: Avoid “better” without a signal.
Reflect: Which criterion rejects the output?
Connection: Guides research and design.

Prompts · prompt-05

Your evidence

02 · Deepening

Practice

Turn evidence into a governed, reviewable procedure.

Compare practices with sources

Compare practices and conditions with your case.

Go deeperQuality criteria

How to apply it

Ask from friction.
Keep source and boundary.
Adapt, test, or reject.

Quality criteria

Each practice retains provenance.
Decision explains contextual fit.

Produces: Practice dossier
Example: Business synthetic example: Handoff compared with policy.
Avoid: Do not copy recipes without comparison.
Reflect: Which practice does not fit?
Connection: Brings options into the Mini-SOP.

Prompts · prompt-03

Your evidence

Co-create the Mini-SOP

Turn map, standard, and sources into a concise guide.

Go deeperQuality criteria

How to apply it

Write input and steps.
Add criteria and exceptions.
Assign contributions and review.

Quality criteria

Can be followed without guessing.
Includes manual path and version.

Produces: Mini-SOP v0.1
Example: Business synthetic example: Mini-SOP with RACI and escalation.
Avoid: AI does not approve the procedure.
Reflect: Which decision remains implicit?
Connection: Moves to controlled test.

Prompts · prompt-06

Your evidence

03 · Consolidation

Transfer

Pilot, transfer, and decide on bounded adoption.

Test, review, and version

Run a case, keep the log, and complete an AAR.

Go deeperQuality criteria

How to apply it

Keep inputs and deviations.
Compare with criteria.
Authorize each adjustment.

Quality criteria

Reconstructs decisions.
AAR separates facts and changes.

Produces: Test report
Example: Business synthetic example: Non-sensitive pilot with independent reviewer.
Avoid: Do not hide failures.
Reflect: What changed because of evidence?
Connection: Needs a second check.

Prompts · prompt-09

Your evidence

Check transfer

Repeat and observe what depended on the first case.

Go deeperQuality criteria

How to apply it

Keep criteria.
Log help and exceptions.
Retain, adjust, or withdraw.

Quality criteria

Comparable evidence.
Changes with reason and owner.

Produces: Transfer report
Example: Business synthetic example: Another person runs and logs exceptions.
Avoid: One test does not prove transfer.
Reflect: What was genuinely repeatable?
Connection: Bounds adoption.

Prompts · prompt-10

Your evidence

Transfer

Test the workflow with a second team member and adjust only from pilot evidence.

Align owners, controls, and AI use so the team can deliver repeatably without weakening professional judgment.

Another person, same standard

Give it to someone who did not design it.

Confirm permissions and roles.
Record questions, escalation, and decision.

Evidence: Bounded-adoption report.
Review: After the transfer pilot.

Closing rubric

In progress

Owner, rights, criteria, or escalation are missing.

Pilot-ready

Assigns roles, protects inputs, and supports review.

Bounded adoption

Another person runs and escalates with evidence.

Next step

Playbook

Continue with the next resource in the journey.

Open Playbook

Workbook → Playbook