EXECUTIVE FIELD GUIDE
Shadow Workflow Observation Sheet
Transformation and commercial operations teams
The decision challenge
Login metrics conceal duplicate entry and informal workarounds.
Executive takeaway
Observe critical tasks and prioritize shadow work by dependency and risk.
The checklist
- Select two or three critical tasks
- Observe end-to-end execution
- Record systems, files and handoffs
- Assess duplication, delay, dependency and risk
- Escalate critical control exposures
- Assign replacement owner and retirement test
Decision framework
Working framework
Task | Approved workflow | Actual steps | Shadow tool | Purpose | Duplication | Delay | Risk | Owner | Fix hypothesis | Retirement evidence. Scores are local triage aids, not industry benchmarks.
Decision rule
Document the accountable owner, evidence and next review date before closing the decision.
In practice
Illustrative use: Field managers maintain a spreadsheet for missing follow-up status. Identify the job it performs before designing a compliant replacement.
The views I share are my own and do not represent those of my employer.
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The views I share are my own and do not represent those of my employer.