Choose the Workflow Lift system that addresses the work you need to improve now. The Implementation Series covers business operations, client start, active delivery, and closeout. The Professional Series covers responsible AI use in project work and controlled AI workflow automation.
Each system can be used independently. You do not need to read the books in order. Start with the problem you need to solve now.
The books are written by Timothy Moon, MS, MBA, PMP. They provide operating methods and practical guidance designed to work alongside your existing tools.
Find your starting point
| Your current problem | Start here |
|---|---|
| Everyday work depends on memory, repeated follow-up, or one person holding the business together. | Small Business Workflow Foundation |
| The agreement is signed, but scope, access, decisions, or delivery ownership are still unclear. | The Client Start System |
| Work is underway, and changes, dependencies, approvals, or delivery health are becoming difficult to control. | The Client Delivery System |
| Delivery is complete or nearly complete, but acceptance, transfer, residual obligations, and final closure still need control. | The Client Closeout System |
| You want to use AI in project work while keeping source discipline, human judgment, review, and accountability. | The AI Project Delivery System |
| You want to redesign recurring work for reliable AI-supported workflows and bounded automation. | The AI Workflow and Automation System |
1. Build repeatable operations: Small Business Workflow Foundation
Start here when the problem extends across the business: work intake, customer commitments, delivery, invoicing, records, access, or handoffs. The book teaches you to connect triggers, owners, decisions, evidence, exceptions, and outcomes into usable workflows.
The second edition covers 24 small-business workflows and a 90-day implementation approach. Its focus is an operating foundation that reduces the need to reconstruct what happened or ask who owns the next step.
Best starting situation: You need a repeatable way to run the business, rather than help with one particular project stage.
View Small Business Workflow Foundation.
2. Establish project readiness: The Client Start System
Start here when a sale has become a commitment, but delivery still needs clarification. The book explains how to translate agreements into delivery requirements, identify gaps and dependencies, establish authority, and make an explicit Ready, Conditionally Ready, or Not Ready decision.
Its central concept is the Client Start Position: an evidence-backed account of authorized work, outcomes, authority, readiness, conditions, dependencies, permitted and restricted work, and first-week commitments.
Best starting situation: Kickoff is approaching, but the team cannot yet explain what it may responsibly begin.
View The Client Start System or choose the Book + Toolkit Bundle.
3. Control active work: The Client Delivery System
Start here when the project is in execution. The book explains how to maintain a Current Delivery Position, control authorized work and changes, track commitments and dependencies, keep decisions moving, and prepare for recovery or closeout readiness.
Best starting situation: The original plan no longer tells you enough about what is actually happening.
View The Client Delivery System.
4. Close deliberately: The Client Closeout System
Start here when delivery is complete or nearing completion, but the engagement still needs acceptance, transfer, reconciliation, residual-obligation routing, evidence, and an authorized closure decision.
Its focus is the Final Closeout Position: a clear record of what was accepted, what was transferred, who owns remaining obligations, and who authorized closure.
Best starting situation: The work appears finished, but the project is not yet cleanly and defensibly closed.
View The Client Closeout System or choose the Book + Toolkit Bundle.
5. Use AI deliberately in project work: The AI Project Delivery System
Start here when you want AI to support planning, analysis, reporting, communication, research, and delivery work while retaining professional judgment and accountability.
The system emphasizes source discipline, delegated authority, review, acceptance, and controlled implementation rather than isolated prompting.
Best starting situation: You want repeatable AI-supported project work without giving up governance or human control.
View The AI Project Delivery System or choose the Book + Toolkit Bundle.
6. Build controlled AI workflows and automation: The AI Workflow and Automation System
Start here when the goal is broader than one project and you need to redesign recurring work around evidence, ownership, human approval, operating economics, testing, monitoring, and bounded automation.
Best starting situation: You are moving from one-off prompts or manual AI use toward a repeatable workflow that can be tested, governed, and improved.
View The AI Workflow and Automation System or choose the Book + Toolkit Bundle.
Choose the book, toolkit, or bundle
- Book: Choose the book when you primarily need the method, reasoning, examples, and operating framework.
- Companion toolkit: Choose the toolkit when you already have the book and need the editable implementation resources listed on that toolkit’s product page.
- Book + toolkit bundle: Choose the matching bundle when you want the method and its companion implementation resources together.
Exact file counts, formats, current prices, and included resources are listed on each product page.
Do I need to read the books in order?
No. The numbered Implementation Series shows where each system sits in the broader operating lifecycle, not a prerequisite reading order. Start with the problem you need to solve now. The Professional Series is complementary and can also be used independently.
Still unsure?
Contact Workflow Lift with the stage of work you are in and the issue you are trying to address. That is more useful than choosing a resource only because its title sounds broad.