See where work starts to wait.
Choose a recurring job and follow it from request to completion. Note each place it pauses, what is needed to move it forward, and who can provide it.
The answer may be a missing instruction, limited access, an overloaded role, or an approval that no longer needs to happen every time. Describe the cause before deciding whether to change the process, add capacity, or automate a step.
Questions worth reviewing.
Approval queues
Identify decisions that routinely wait for the same person.
Missing information
Check whether staff have the instructions, access, and customer details needed to proceed.
Capacity
Compare the amount of incoming work with the time available to handle it.
Decision limits
Clarify which decisions staff can make and which require escalation.
Request The Owner Bottleneck Assessment.
Your request goes to the Caboodle team. Please leave out private financial or customer records.
Choose what to change first.
Map one workflow
Record the actual handoffs and waiting points in a common piece of work.
Change one recurring delay
Clarify a rule, provide access, or adjust responsibility where appropriate.
Review the result
Check completion time and quality before applying the change more broadly.