Workflow Coordination Toolkit: Handoffs, Queues, and Priority Rules

This digital toolkit focuses on coordinating work between multiple people and departments. You will learn how to design clear handoffs so tasks do not stall or get duplicated. The lessons explain how to manage queues and track work status visually. You will understand how to set simple priority rules for incoming requests. The course explains escalation paths and when escalation is appropriate. You will learn how to document handoff notes with sufficient context and next actions. Practical examples include HR requests, finance tasks, and executive support workflows. The toolkit includes templates for intake boards and workflow reviews. You will practice building a simple tracking dashboard. By the end, you will be able to coordinate workflows with fewer delays and misunderstandings.

Format: Video modules + templates
Duration: 3 hours
What You’ll Learn: Workflow coordination, queue management, prioritization, escalation design
Target Audience: Operations coordinators, executive assistants, office managers