What busy season can reveal about your workflow
Busy season doesn’t just test capacity. It tests how well workflows are designed to handle real‑world complexity, often uncovering uneven handoffs, shifting responsibilities, and reliance on manual workarounds. The result is rarely a single failure, but a pattern that includes delays, rework, and unclear ownership that intensifies under filing‑season time pressure and compounds year after year if left unaddressed.This workflow self‑assessment is designed to help you reflect on what worked, what didn’t, and where friction or breakdowns emerged throughout the most recent filing season. It offers next steps to rethink how workflows are designed, and what support
is needed to make them work in practice.
