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8 strategies and tactics for Workflow Management

What is Workflow Management strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Workflow Management strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Workflow Management strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Workflow Management strategy examples

You'll find below a list of Workflow Management tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for developing Marketing Strategies for a Bank

  • ⛳️ Strategy 1: Establish a clear purpose and scope of the document

    • Identify key objectives for the marketing strategies document
    • Define the target audience for the document within the bank
    • Outline the specific areas each section of the document will cover
    • Determine the geographical and functional applicability
    • Create a framework for how the document will address workflow and planning
    • Integrate roles and responsibilities within the document outline
    • Set parameters for timely updates and revisions to the document
    • Liaise with various departments to align their input and needs
    • Review current banking regulations to include in the document
    • Draft an introduction that outlines the significance of the document

  • ⛳️ Strategy 2: Design and implement a structured workflow for planning and executing campaigns

    • Identify and list all processes involved in campaign planning and execution
    • Map out the steps in the campaign workflow from inception to completion
    • Allocate responsibilities to individual roles involved in the workflow
    • Utilise project management tools to track campaign progress
    • Establish clear communication channels across departments
    • Set KPIs to measure the effectiveness of campaigns
    • Arrange regular meetings to discuss campaign progress and hurdles
    • Develop contingency plans for potential issues during campaign execution
    • Utilise feedback loops for continuous improvement of workflows
    • Train staff on the new workflow processes

  • ⛳️ Strategy 3: Create a comprehensive yearly marketing calendar

    • Analyse past data to identify successful campaign periods
    • Define strategic milestones for the year
    • Align major marketing initiatives with organisational objectives
    • Schedule periods for review and adjustment of the strategy
    • Set firm deadlines for the execution and completion of campaigns
    • Coordinate with departments to ensure calendar alignment
    • Plan seasonal and holiday marketing campaigns effectively
    • Incorporate flexibility for unforeseen events and adjustments
    • Prioritise campaigns based on strategic value and resource availability
    • Evaluate the success of each campaign to inform future planning
marketing-strategyworkflow-managementmarketing-managerproject-coordinatormarketing-teamcampaign-planning-team
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Strategies and tactics for enhancing Developer Compliance and Efficiency

  • ⛳️ Strategy 1: Ensure developer compliance with real estate board regulations

    • Launch the developer compliance portal for real-time registration and monitoring
    • Expand mandatory training programmes for developers on legal standards
    • Increase the number of on-site and surprise inspections
    • Develop and implement an incentive-based compliance rating system
    • Conduct periodic workshops to update developers on regulatory changes
    • Increase collaboration with legal entities to enforce penalties for non-compliance
    • Create informative materials on compliance standards for developers
    • Conduct quarterly compliance audits to ensure adherence
    • Expand the reach of compliance workshops through digital platforms
    • Strengthen internal compliance teams with regular training

  • ⛳️ Strategy 2: Improve internal departmental processes

    • Digitise all document management and approval workflows
    • Enhance staff training in investigative techniques and customer service
    • Develop and implement a standardized compliance checklist
    • Introduce an inter-departmental feedback mechanism to identify and resolve bottlenecks
    • Utilise software tools to track workflow efficiency and identify areas for improvement
    • Monitor and evaluate team performance regularly with KPIs
    • Conduct gap analysis to identify inefficiencies in current workflows
    • Streamline communication between departments with digital platforms
    • Encourage staff suggestions for process improvements through an open forum
    • Develop a recognition programme for staff who propose successful changes

  • ⛳️ Strategy 3: Enhance visibility and communication with developers

    • Implement an SMS and email alert system for compliance updates and deadlines
    • Expand online resources with video tutorials and FAQs
    • Host an annual developer compliance forum for feedback and updates
    • Collaborate regularly with industry associations and financial institutions
    • Develop an active social media presence to share compliance news
    • Create newsletters to update stakeholders on compliance developments
    • Offer online webinars to explain new protocols
    • Increase accessibility to department heads through open office hours
    • Enhance the department's website for easier navigation of compliance info
    • Develop an application for mobile devices to track compliance in real-time
complianceefficiencycompliance-officertraining-coordinatorcompliance-teamit-support-team
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Strategies and tactics for optimising SEO Workflow Management

  • ⛳️ Strategy 1: Implement Task Automation

    • Identify repetitive tasks that can be automated using SEO tools
    • Select and integrate appropriate automation tools to handle these tasks
    • Train team members on the use of automation tools
    • Set up reminders and notifications for automated tasks
    • Regularly update automation tools for improved efficiency
    • Monitor the performance of automated tasks on a regular basis
    • Document all automated processes for future reference
    • Establish a fail-safe plan in case of automation issues
    • Continuously evaluate areas for further automation
    • Assess time saved through automation and reallocate resources as needed

  • ⛳️ Strategy 2: Enhance Team Collaboration

    • Schedule weekly team meetings to discuss ongoing projects and issues
    • Use a project management tool to track team tasks and deadlines
    • Assign specific tasks to individual team members based on strengths
    • Implement a shared document system for real-time collaboration
    • Encourage open communication through chat platforms
    • Designate a point person for each client to manage clarity and focus
    • Set clear expectations for response times among team members
    • Promote a culture of constructive feedback for continuous improvement
    • Organise monthly training sessions for skill development
    • Foster team bonding activities to build a strong team dynamic

  • ⛳️ Strategy 3: Prioritise Workload Effectively

    • Categorise tasks based on urgency and importance
    • Use a priority matrix to allocate resources and time efficiently
    • Conduct quarterly reviews of workload distribution and adjust accordingly
    • Develop a rota system for handling high-pressure periods
    • Create standard operating procedures for common tasks
    • Encourage team members to flag potential overload early
    • Integrate client feedback to refine workload priorities
    • Schedule periodic check-ins to monitor team stress levels
    • Utilise data analytics to forecast workload trends
    • Plan for contingency resources during peak workload times
task-automationteam-collaborationproject-managerseo-specialistseo-teamclient-management-team
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Strategies and tactics for implementing Active Directory Management Strategy

  • ⛳️ Strategy 1: Optimise access control and governance

    • Assign ad ownership to IT security or infrastructure teams
    • Implement role-based access control using AD security groups
    • Eliminate direct assignment of permissions to user accounts
    • Enforce privileged access management using dedicated administrative accounts
    • Use just-in-time access provisioning tools like Microsoft PIM or Delinea
    • Audit all current AD accounts and permissions regularly
    • Migrate from direct assignments to RBAC-based controls
    • Monitor for unauthorized privileged access and lateral movements
    • Use security groups to improve governance and eliminate account sprawl
    • Regularly review privileged accounts and permissions

  • ⛳️ Strategy 2: Standardise organisational structure and policy management

    • Design a logical OU hierarchy based on geography, department, or function
    • Maintain and update the OU hierarchy regularly to match organisational changes
    • Use OUs for delegating administrative privileges through delegated permissions
    • Apply GPOs to specific OUs to minimise policy conflicts
    • Deploy baseline security GPOs based on CIS Benchmarks or Microsoft baselines
    • Utilise the Group Policy Central Store for consistent GPO deployment
    • Track changes to GPOs using auditing and change management
    • Conduct regular cleanup of legacy OUs and standardise structure
    • Establish change control protocols for GPOs
    • Review GPOs against baseline configurations frequently

  • ⛳️ Strategy 3: Enhance identity lifecycle management and security integration

    • Automate user provisioning and deprovisioning through HR system integrations
    • Disable user accounts immediately upon termination and archive as necessary
    • Maintain documented joiners-movers-leavers workflows
    • Regularly review active accounts against HR rosters
    • Use Azure AD Connect for synchronising on-prem AD with Microsoft Entra ID
    • Apply conditional access policies to cloud-only and synchronised accounts
    • Implement MFA and location/device-based access controls for enhanced security
    • Audit and harden Azure AD Connect server configuration
    • Deploy Microsoft Defender for Identity for anomaly detection
    • Conduct regular reviews and updates of identity lifecycle procedures
access-controlidentity-managementit-security-professionalsystems-administratorit-security-teaminfrastructure-team
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Strategies and tactics for integrating as a Country Manager

  • ⛳️ Strategy 1: Adopt a collaborative leadership approach

    • Communicate openly and transparently with the team from the first day
    • Encourage feedback and suggestions to demonstrate openness to collaboration
    • Schedule regular one-on-one meetings with team members to understand their perspectives
    • Acknowledge the existing team’s successes and the value of current processes
    • Participate in team meetings actively to build rapport and foster collaboration
    • Demonstrate empathy and understanding in all interactions
    • Set clear and achievable goals aligning with team objectives
    • Promote a culture of shared decision-making to empower team members
    • Celebrate team achievements publicly to acknowledge their contributions
    • Maintain a balanced and fair approach to all team decisions

  • ⛳️ Strategy 2: Create an effective learning and observation plan

    • Dedicate the first week to understanding current operating procedures
    • Attend workflow meetings to observe how projects are managed
    • Engage with senior leaders to gather insights about the organisation’s direction
    • Shadow different roles to gain a comprehensive understanding of team dynamics
    • Organise informal meet-and-greets to learn more about team members personally
    • Review key project documentation to familiarise yourself with ongoing work
    • Conduct a SWOT analysis to identify strengths and opportunities
    • Schedule biweekly check-ins throughout the first 90 days
    • Benchmark team performance metrics to identify success factors
    • Gather feedback from team members to highlight additional learning opportunities

  • ⛳️ Strategy 3: Enhance team morale and promote recognition

    • Implement a team recognition programme to celebrate individual achievements
    • Introduce an informal monthly gathering to boost team morale and encourage bonding
    • Provide personalised feedback to team members to appreciate their contributions
    • Initiate a mentorship scheme to develop skills and encourage knowledge sharing
    • Encourage participation in regional or global projects to facilitate growth
    • Regularly highlight individual stories of success in team settings
    • Offer flexible working accommodations to foster a positive work environment
    • Host workshops with industry experts to inspire and motivate the team
    • Facilitate professional development opportunities aligned with individual goals
    • Regularly solicit and act upon feedback from the team to continuously improve morale
leadershipintegrationcountry-managerteam-memberleadership-teamproject-management-team
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Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
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Strategies and tactics for implementing AccreditaLab Digital Transformation

  • ⛳️ Strategy 1: Advance Applications to Established Level

    • Deploy a centralized digital management platform for applications
    • Implement automated validation rules for electronic forms
    • Integrate a unified application tracking system
    • Provide training on the use of new management platforms
    • Develop a user-friendly interface for application submissions
    • Establish a helpdesk for technical issues
    • Monitor application processing times and adjust workflows
    • Set clear guidelines for digital application management
    • Regularly update the platform based on user feedback
    • Audit the application system quarterly to ensure integrity

  • ⛳️ Strategy 2: Enhance Scheduling with Advanced Tools

    • Introduce an online scheduling system with notifications
    • Integrate scheduling tools with calendar systems
    • Provide training on new scheduling systems
    • Utilise historical data analytics for optimisation
    • Centralise communication channels for scheduling
    • Develop automated scheduling workflows
    • Monitor error rates and seek to reduce scheduling conflicts
    • Regularly collect feedback to improve tools
    • Upgrade systems to integrate with other digital processes
    • Benchmark scheduling efficacy against industry standards

  • ⛳️ Strategy 3: Improve Decision Processes with Digital Systems

    • Implement an integrated electronic system for decision records
    • Pilot machine learning algorithms for decision support
    • Centralise all decision-making processes in one platform
    • Develop automated workflows for decision-related tasks
    • Conduct training sessions on new systems for staff
    • Use data analytics to support informed decision-making
    • Set clear criteria for assessing decision outcomes
    • Regularly assess decision-making efficiency
    • Adapt systems based on feedback and technological advancements
    • Conduct bi-annual reviews to refine decision processes
digital-transformationoperational-efficiencyit-managerdata-analystsoftware-developmentcustomer-support
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How to track your Workflow Management strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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