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Zen and the Art of
Workflow Development
#12NTCZenwk




Alice Aguilar
Christina Roessler
Progressive Technology Project
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Alice Aguilar, Acting Executive Director
 alice@progressivetech.org

 Christina Roessler, Communications & Program Development Director
 christina@progressivetech.org




The Database for Community Organizers
What is this session about?
It won’t be about Data!
•   Unpack workflows
•   Why workflows are important
•   Essential elements of a good workflow
•   Case Study
•   Take aways
The Big WHY?
Why use Workflows?
• Visual – makes work obvious, quick
• Help streamline activities and be more
  integrated
• ID lacking protocols
• Start with concrete and build up
3 things to know about Workflows
• Starting point is always with goals
• Don’t enter through the data – enter through
  understanding the work to understand the
  data
• Create a visible map: id and distinguish
  activities, processes, protocols, decision points
  – look for gaps & inefficiencies
What in the heck are we talking about?
Understand the Goals of your Work: Mapping Organizational Workflows




...look for gaps of information
Case Study:
Center for Media Justice
       Lisa Jervis
Workflow Takeaways:
•   Start with Goals
•   Build up not down
•   It’s a participatory exercise
•   It’s just an entry point
•   Can be done in a very informal way – start
    visually!
Evaluate This Session!
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Zen and Art of Workflow Development

  • 1. Zen and the Art of Workflow Development #12NTCZenwk Alice Aguilar Christina Roessler Progressive Technology Project
  • 2. Evaluate This Session! Each entry is a chance to win an NTEN engraved iPad! INSERT QR CODE HERE or Online using #12NTCZenwk at www.nten.org/ntc/eval
  • 3. Alice Aguilar, Acting Executive Director alice@progressivetech.org Christina Roessler, Communications & Program Development Director christina@progressivetech.org The Database for Community Organizers
  • 4. What is this session about?
  • 5. It won’t be about Data!
  • 6.
  • 7. Unpack workflows • Why workflows are important • Essential elements of a good workflow • Case Study • Take aways
  • 8.
  • 10.
  • 11.
  • 12. Why use Workflows? • Visual – makes work obvious, quick • Help streamline activities and be more integrated • ID lacking protocols • Start with concrete and build up
  • 13. 3 things to know about Workflows • Starting point is always with goals • Don’t enter through the data – enter through understanding the work to understand the data • Create a visible map: id and distinguish activities, processes, protocols, decision points – look for gaps & inefficiencies
  • 14. What in the heck are we talking about?
  • 15.
  • 16. Understand the Goals of your Work: Mapping Organizational Workflows ...look for gaps of information
  • 17.
  • 18. Case Study: Center for Media Justice Lisa Jervis
  • 19. Workflow Takeaways: • Start with Goals • Build up not down • It’s a participatory exercise • It’s just an entry point • Can be done in a very informal way – start visually!
  • 20. Evaluate This Session! Each entry is a chance to win an NTEN engraved iPad! INSERT QR CODE HERE or Online using #12NTCZenwk at www.nten.org/ntc/eval