8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!

Miro, Visio, or Mural are great tools for mapping out your threads visually. Having said that, a whiteboard or butcher paper are also effective if you prefer a more tactile experience! If you find software/whiteboards too fiddly, you can do the same thing with sticky notes on a wall – this allows you to easily move the pieces around to get the right steps in the process.

I would also use a spreadsheet in conjunction to list out each task, outcomes, and activating conditions of each task. Number each task (e.g. “1. Book client meeting”) so it’s clear where you are in the process.

When designing a workflow:

1. Start small, keep the workflow as short and simple as possible, then once you’ve road tested the workflow in the business for a little while, then look at what else needs to be built in. If the workflow is too complex and has too many tasks to start with, this may create unnecessary noise and become a hindrance.
2. Consider who needs to receive notifications from a task. Would suggest only including those on a need-to-know basis only to minimise noise.