What are the steps?
- Create a rule to detect one situation, such as a missing next step.
- Create a process to bring together a repeatable team practice, its checks and instructions.
- Create an article or guide to explain how to do the work.
- Create an action plan to give a specific person steps and an outcome to complete.
- Link them when useful: a rule can open guidance, while a reusable checklist can become assigned work.
What does it look like in practice?
- Example
“Missing owner” is a rule; “Weekly deal review” is a process; “How to review a deal” is a guide; “Review this account by Friday” is a plan.