A 5-step guide to boosting your team's workflow

Frederik Vincx
Frederik VincxService designer
BOOST
TEAM
5-STEP

GUIDE TO
WORKFLOW
40%
Some reports estimate that almost half of clinical office
work is redundant or wasted effort.
Institute for Healthcare Improvement
40. Percent.


Examples include staff taking messages and looking for a
chart for a repeat phone call requesting a prescription
refill, or preparing for an office visit and the patient
doesn’t show up for the appointment.
Looks familiar?
Workflow waste happens in all organisations.
Let’s look at how
communication teams can
improve workflow, reduce
waste, and create more value
for their customers
You can apply the tips to other sectors
Howto

MODERNIZE

WORKFLOW

in teams
Get the full 35-page
guide:
1/ Map the workflow
2/ Choose experiments
3/ Assign project teams
4/ Invest in automation & tech
5/ Foster a learning culture
5 STEPS TO 
improve team workflow
Map the workflow
Create shared understanding about the
processes in your organisation
1/5
Brainstorm visually
Do an introvert-friendly brainstorm with C-suits,
managers, junior executives,..
Make it fun and open with the Post-up technique.
Post-up tips »
Use models for structure
Guide your thinking by using a system that everyone
understands. It helps to make sure you’re thorough.
Do you know the above model?
Paidmedia
Earnedmedia
Sharedmedia
Ownedmedia
IT’S THE PESO MODEL
A popular model to get a complete overview of the work
communication teams can do.
More about PESO »
Tackle one workflow at a time
In communications there are different workflows for
crisis communication, media relations or real-time
campaigning.
Start with one.
EXAMPLE MEDIA OUTREACH WORKFLOW
Lay out the flow and track back your steps.
Break it down even further:
Document it all
This overview can act as the basis for training new hires.
Invite a team member that didn’t contribute to the
process for a review to make sure the writeup is clear.
Tweet it now
Like the presentation

so far?
Share on Linkedin
Choose experiments
Discover which elements need improvement
and track your progress
2/5
Track throughput
You can’t improve what you don’t measure.
Expose your work progress with the whole team in a
visual and collaborative way.
Learn how to do this with the Kanban framework.
A manufacturing framework developed in Japan by
Toyota in the 1940s. Many software development teams
have now adopted it too.
This is the Kanban board of PR agency FINN in Brussels:
How agency FINN uses Kanban »
KANBAN?
Map customer value
Could you create more value for clients in less time?
Map all tasks on an axis like depicted above.
Focus on removing waste in your process to create more
time to sell to other clients.
Find failures
Where is the team messing up? 

Is work getting sent back?

Are clients or partners complaining?
• Client asks rewrite of press release. 

Reason: team failed to get briefing and draft approved.
• Media complains about too many and irrelevant
press releases. 

Reasons: team has no overview of who is getting
pitched. Contact database isn’t up to date.
• Coverage isn't secured as initial pitches aren't being
followed up.

Reasons: No one is tracking who pitched what and
taking ownership of follow-ups.
EXAMPLE FAILURES
Find bottlenecks
Where is work piling up?
Are people waiting?
Are there unnecessary intermediaries?
• Waiting for team to update outdated contact list
spreadsheets.
• Waiting for designer to create social media visuals.
• Waiting for client to sign off influencers you pitch.
• Waiting for client to approve social media updates.
• Waiting for client to upload assets to their newsroom.
• Waiting for client to approve extra budget.
EXAMPLE BOTTLENECKS
Find frustrating tasks
Which tasks doesn’t the team like doing?
Highlight the most boring and repetitive work.
A while ago I visited a top PR agency in London. They
track the amount of twitter followers of influencers.
Every week a junior plows through an Excel sheet:
• Copy/paste twitter handle of a contact
• Surf to the twitter profile
• Add the follower count to Excel sheet
• Rinse. Repeat.


Utter madness. 

And probably not why he got a PR degree.
EXAMPLE
Welcome to Excel hell
Choose experiments
Decide on which waste you’d like to reduce.
Will you take people out of the equation, create different
deliverables, or use different tools?
Media outreach workflow
PR pros spend ridiculous amounts of time in Excel to share
multimedia stories with influencers.
EXAMPLE
• Updating contact info
• Merging contact lists
• Exporting email addresses
✓ Low value ✓ Error prone ✓ Frustrating
Assign project teams
Do a test project with an compact team to learn
fast what works
3/5
Do a low-risk pilot
Test a new workflow before committing to it.
Choose a safe project where failure is ok.
Organising your next office party for example.
Assign compact teams
Solve the problems bottom-up. Small and agile teams
will move faster and will learn faster what works.
Invite a geek
Include technical colleagues.
The more diverse your project team, the better the
results. A left-brained backend coder or systems
administrator will bring a different perspective.
Invest in automation

and technology
Empower your teams to test software
4/5
Look for software tools
There are hundreds of software solutions for
knowledge worker teams.
A good place to start is software portal Capterra:
Check PRstack, 

a crowd-sourced overview
of 250+ PR tools
and 48 guides
COMMS TEAMS:
PRstack »
Speak with

software vendors
There are hundreds of software solutions for comms
teams. Vendors will be more than happy to show
their product.
It takes only 20min to assess
software
BOOK AN ONLINE DEMO
My team at outreach
software Prezly helps
comms team get out of
Excel hell.
We’d be happy to give
you a demo.
Discover Prezly »
Foster a learning culture
Improving workflow is a never-ending process.
Set your team up for continuous learning.
5/5
Plan learning moments
Share what the teams are learning regularly.

Put it on the agenda. Leading PR agency Battenhall has
learning lunches every Thursday.
Educate the team
Are project teams convinced of a new workflow?
Document it and teach it to the entire team.
Show them the value and train them.
Book an expert workshop
Increase your chances of success.
Paying an expert will make sure you invest the
time and that you follow through.
Communications advisors
I RECOMMEND THESE
Philippe
Borremans
Frederik

Vincx

That’s me :)
Stuart

Bruce
1/ Map the workflow
2/ Choose experiments
3/ Assign project teams
4/ Invest in automation & tech
5/ Foster a learning culture
5 STEPS TO 
improve team workflow
Print-friendly version on next slide
1/ Map the workflow
2/ Choose experiments
3/ Assign project teams
4/ Invest in automation & tech
5/ Foster a learning culture
How do you improve your
workflow?
Share it in the comments or tweet me @fritsbits.
Tweet it now
Liked the presentation?
Share on Linkedin
Howto

MODERNIZE

WORKFLOW

in teams
Get the full 35-page
guide:
Want more?
SubscribetomyblogaboutPRinnovation.
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A 5-step guide to boosting your team's workflow

  • 2. 40% Some reports estimate that almost half of clinical office work is redundant or wasted effort. Institute for Healthcare Improvement
  • 3. 40. Percent. 
 Examples include staff taking messages and looking for a chart for a repeat phone call requesting a prescription refill, or preparing for an office visit and the patient doesn’t show up for the appointment. Looks familiar? Workflow waste happens in all organisations.
  • 4. Let’s look at how communication teams can improve workflow, reduce waste, and create more value for their customers You can apply the tips to other sectors
  • 6. 1/ Map the workflow 2/ Choose experiments 3/ Assign project teams 4/ Invest in automation & tech 5/ Foster a learning culture 5 STEPS TO 
improve team workflow
  • 7. Map the workflow Create shared understanding about the processes in your organisation 1/5
  • 8. Brainstorm visually Do an introvert-friendly brainstorm with C-suits, managers, junior executives,.. Make it fun and open with the Post-up technique. Post-up tips »
  • 9. Use models for structure Guide your thinking by using a system that everyone understands. It helps to make sure you’re thorough. Do you know the above model?
  • 10. Paidmedia Earnedmedia Sharedmedia Ownedmedia IT’S THE PESO MODEL A popular model to get a complete overview of the work communication teams can do. More about PESO »
  • 11. Tackle one workflow at a time In communications there are different workflows for crisis communication, media relations or real-time campaigning. Start with one.
  • 12. EXAMPLE MEDIA OUTREACH WORKFLOW Lay out the flow and track back your steps.
  • 13. Break it down even further:
  • 14. Document it all This overview can act as the basis for training new hires. Invite a team member that didn’t contribute to the process for a review to make sure the writeup is clear.
  • 15. Tweet it now Like the presentation
 so far? Share on Linkedin
  • 16. Choose experiments Discover which elements need improvement and track your progress 2/5
  • 17. Track throughput You can’t improve what you don’t measure. Expose your work progress with the whole team in a visual and collaborative way. Learn how to do this with the Kanban framework.
  • 18. A manufacturing framework developed in Japan by Toyota in the 1940s. Many software development teams have now adopted it too. This is the Kanban board of PR agency FINN in Brussels: How agency FINN uses Kanban » KANBAN?
  • 19. Map customer value Could you create more value for clients in less time? Map all tasks on an axis like depicted above. Focus on removing waste in your process to create more time to sell to other clients.
  • 20. Find failures Where is the team messing up? 
 Is work getting sent back?
 Are clients or partners complaining?
  • 21. • Client asks rewrite of press release. 
 Reason: team failed to get briefing and draft approved. • Media complains about too many and irrelevant press releases. 
 Reasons: team has no overview of who is getting pitched. Contact database isn’t up to date. • Coverage isn't secured as initial pitches aren't being followed up.
 Reasons: No one is tracking who pitched what and taking ownership of follow-ups. EXAMPLE FAILURES
  • 22. Find bottlenecks Where is work piling up? Are people waiting? Are there unnecessary intermediaries?
  • 23. • Waiting for team to update outdated contact list spreadsheets. • Waiting for designer to create social media visuals. • Waiting for client to sign off influencers you pitch. • Waiting for client to approve social media updates. • Waiting for client to upload assets to their newsroom. • Waiting for client to approve extra budget. EXAMPLE BOTTLENECKS
  • 24. Find frustrating tasks Which tasks doesn’t the team like doing? Highlight the most boring and repetitive work.
  • 25. A while ago I visited a top PR agency in London. They track the amount of twitter followers of influencers. Every week a junior plows through an Excel sheet: • Copy/paste twitter handle of a contact • Surf to the twitter profile • Add the follower count to Excel sheet • Rinse. Repeat. 
 Utter madness. 
 And probably not why he got a PR degree. EXAMPLE Welcome to Excel hell
  • 26. Choose experiments Decide on which waste you’d like to reduce. Will you take people out of the equation, create different deliverables, or use different tools?
  • 27. Media outreach workflow PR pros spend ridiculous amounts of time in Excel to share multimedia stories with influencers. EXAMPLE • Updating contact info • Merging contact lists • Exporting email addresses ✓ Low value ✓ Error prone ✓ Frustrating
  • 28. Assign project teams Do a test project with an compact team to learn fast what works 3/5
  • 29. Do a low-risk pilot Test a new workflow before committing to it. Choose a safe project where failure is ok. Organising your next office party for example.
  • 30. Assign compact teams Solve the problems bottom-up. Small and agile teams will move faster and will learn faster what works.
  • 31. Invite a geek Include technical colleagues. The more diverse your project team, the better the results. A left-brained backend coder or systems administrator will bring a different perspective.
  • 32. Invest in automation
 and technology Empower your teams to test software 4/5
  • 33. Look for software tools There are hundreds of software solutions for knowledge worker teams. A good place to start is software portal Capterra:
  • 34. Check PRstack, 
 a crowd-sourced overview of 250+ PR tools and 48 guides COMMS TEAMS: PRstack »
  • 35. Speak with
 software vendors There are hundreds of software solutions for comms teams. Vendors will be more than happy to show their product.
  • 36. It takes only 20min to assess software BOOK AN ONLINE DEMO My team at outreach software Prezly helps comms team get out of Excel hell. We’d be happy to give you a demo. Discover Prezly »
  • 37. Foster a learning culture Improving workflow is a never-ending process. Set your team up for continuous learning. 5/5
  • 38. Plan learning moments Share what the teams are learning regularly.
 Put it on the agenda. Leading PR agency Battenhall has learning lunches every Thursday.
  • 39. Educate the team Are project teams convinced of a new workflow? Document it and teach it to the entire team. Show them the value and train them.
  • 40. Book an expert workshop Increase your chances of success. Paying an expert will make sure you invest the time and that you follow through.
  • 41. Communications advisors I RECOMMEND THESE Philippe Borremans Frederik
 Vincx
 That’s me :) Stuart
 Bruce
  • 42. 1/ Map the workflow 2/ Choose experiments 3/ Assign project teams 4/ Invest in automation & tech 5/ Foster a learning culture 5 STEPS TO 
improve team workflow Print-friendly version on next slide
  • 43. 1/ Map the workflow 2/ Choose experiments 3/ Assign project teams 4/ Invest in automation & tech 5/ Foster a learning culture
  • 44. How do you improve your workflow? Share it in the comments or tweet me @fritsbits.
  • 45. Tweet it now Liked the presentation? Share on Linkedin