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One task.
One clear next step.

Use this blank worksheet with a recent permitted example. Keep confidential details out of your notes. Unknown answers are useful signals about what to observe next.

1. What is the recurring task?

2. What starts it, and how often?

3. Who owns the next step? Who needs the result?

4. What happened in one recent, permitted example?

5. Where did work wait, get copied or need repair?

6. What existing tool or feature could help?

7. What baseline can you inspect? Label a log, record or estimate.

8. What may a system prepare? What must a person review?

9. What exception must stop and go to a person?

10. What is the exact next step and its owner?

A shorter handoff, an approved native feature or a decision to defer may be the right first change. A draft is not a sent message; a booking request is not a confirmed appointment.