Office manager

Guidance, then practice, then the live list.

Pair daily workflows with written guidance and practice so new teammates have a process, and experienced staff have a shared reference.

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Office manager workflows

Training steps from guidance to practice to live work.

Illustrative workflow · sample data · Dental Canvas

What this is for

Training is shadowing, a binder, or whatever the last person remembered to mention.

New teammate

Reads the guidance. The steps are named

New teammate

Practices the task. Training stays distinct from live work

Team

Uses the workflow. The live list matches what they practiced

See this workflow with your team’s day in mind.

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