Workflow design directly impacts production, staff workload, and client timelines. This session examines how agencies can evaluate and optimize workflows from intake through job completion to reduce delays, eliminate bottlenecks, and improve coordination across teams.

ABOUT THE SERIES

The Weatherization Operational Excellence Series (Field and Admin) explores the core systems that drive consistent, high-quality Weatherization program delivery. This four-part series focuses on the operational foundations that support effective service to households including customer experience, documentation, workflow design, and contractor and crew coordination. Designed for both field and administrative staff, the series highlights practical strategies agencies can use to reduce bottlenecks, strengthen communication, support compliance, and improve production outcomes.

Click here to register for the series.