Small Business Workflow Foundation — Complete Book + Implementation Bundle

Stop running the business from memory. Build the operating system behind the work.

The Small Business Workflow Foundation — Complete Book + Implementation Bundle combines the full 2nd Edition of Small Business Workflow Foundation with the practical tools used to assess, design, control, and improve the workflows that keep a small business running.

This is the complete Book 1 implementation package for owners, consultants, operations leaders, project managers, and growing teams that want more than ideas. The book teaches the Workflow Lift operating method. The workbook helps you manage the business as a connected system. The design tools help you build and improve individual workflows when deeper work is needed.

What’s included

Small Business Workflow Foundation — 2nd Edition
A practical guide to assessing, building, and improving 24 essential small-business workflows across revenue, customer management, delivery, finance, governance, people, records, cybersecurity, resilience, and business continuity.

Business Operating System Workbook — Excel
The live operating tool for assessing your workflow portfolio, identifying gaps, prioritizing risk, assigning ownership, tracking controls, recording evidence, monitoring improvement, and managing the overall operating system.

Workflow Design & Control Pack — Printable + Editable Tools
Reusable working tools for designing or materially improving individual workflows, including workflow design, control and evidence planning, authority mapping, system-of-record decisions, handoffs, exception routing, escalation, and pilot testing.

How the system works

The bundle gives you a practical progression:

Assess → Prioritize → Design → Assign Ownership → Control → Test → Measure → Improve

Start with the workbook to identify where the business is relying on memory, individual heroics, unclear ownership, weak handoffs, or inconsistent controls.

Then use the book to understand the operating method and the 24 workflow areas that make up the business.

When a specific workflow needs to be built or repaired, use the Workflow Design & Control Pack to define the trigger, outcome, ownership, authority, evidence, controls, handoffs, exceptions, and implementation path.

The result is one connected operating system rather than a collection of disconnected checklists.

Built to solve familiar operating problems

Use this bundle when:

• important work depends on one person remembering what happens next;
• employees or contractors are unsure who owns a decision;
• customers receive inconsistent follow-up;
• scope changes quietly become work;
• files, approvals, or decisions are difficult to reconstruct;
• recurring problems keep returning after the immediate issue is fixed;
• delegation transfers tasks but not enough context or authority;
• growth is making informal processes harder to manage;
• you want better workflows without creating corporate bureaucracy.

Designed for practical implementation

Workflow Lift does not assume every small business needs a complicated process for everything.

The objective is to build the smallest complete workflow that preserves the truth, ownership, authority, evidence, controls, and handoffs needed to operate responsibly.

Simple workflows stay simple. Higher-consequence workflows receive additional control only when the risk or complexity warrants it.

One system. Three ways to use it.

Learn with the book.
Understand the operating logic and see how the workflows fit together.

Manage with the workbook.
Maintain the current operating position and decide what needs attention next.

Design with the toolkit.
Work through individual workflows that need to be created, repaired, standardized, or tested.

Build stronger workflows. Reduce dependence on memory. Create a business that is easier to operate, delegate, and improve.

Included in this bundle

✓ Small Business Workflow Foundation — 2nd Edition
✓ Business Operating System Workbook — Excel
✓ Workflow Design & Control Pack — Printable PDF
✓ Workflow Design & Control Pack — Editable DOCX