What is typically the first step in creating a workflow?

Defining the objectives and scope is an essential first step in creating a workflow because it establishes a clear understanding of what the workflow aims to achieve and the boundaries within which it operates. This step involves identifying the goals of the workflow, the processes that need to be included, and the stakeholders involved. By doing so, the team ensures that everyone has a shared vision and that the workflow aligns with broader organizational objectives.

Once the objectives and scope are clearly defined, it becomes easier to assign tasks, set deadlines, and gather feedback, as these activities will be guided by the foundational understanding of what the workflow is intended to accomplish. This initial step is crucial as it sets the stage for how the workflow will be structured and managed throughout its lifecycle.