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CodeBook
Sheet 04Line catalogue

47 assembly lines, already staffed.

A template lays out the stations, installs the agents it needs into your workspace and puts each one on its station, with the pass and fail routes wired. The line runs the moment it opens. Templates apply to an empty workflow only — nothing you have built can be overwritten by one.

Templates
47
Categories
9
Software lines
12
Installs
Agents + routes

0112 templates

Software

Software delivery

6 stations

Stories from a business analyst, then design, a React engineer who opens draft pull requests, QA and your sign-off.

  1. ST-01Backlog

    Sarah

    you talk to them

    pass → Design

  2. ST-02Design

    Zoe

    starts on card drop

    pass → Development

  3. ST-03Development

    Alex

    starts on card drop

    pass → QA

  4. ST-04QA

    Maya

    starts on card drop

    pass → Human review

    fail ← Development

  5. ST-05Human review

    A person

    a person decides

    pass → Done

  6. ST-06Done

    Nobody works here.

Parallel review delivery

8 stations

Software delivery where QA, security and accessibility review a change at the same time. The story waits at a gate and goes on only when all three pass; one failure sends it back with every finding attached.

  1. ST-01Backlog

    Sarah

    you talk to them

    pass → Development

  2. ST-02Development

    Alex

    starts on card drop
  3. ST-03QA

    Maya

    starts on card drop
  4. ST-04Security review

    Omar

    starts on card drop
  5. ST-05Accessibility review

    Eli

    starts on card drop
  6. ST-06Review gate

    A join gate — no model

    waits for every branch

    pass → Human review

    fail ← Development

  7. ST-07Human review

    A person

    a person decides

    pass → Done

  8. ST-08Done

    Nobody works here.

Bug response

5 stations

Reproduce a report, fix it in a draft pull request and prove the regression is gone.

  1. ST-01Reported

    Maya

    you talk to them

    pass → Reproduce

  2. ST-02Reproduce

    Maya

    starts on card drop

    pass → Fix

  3. ST-03Fix

    Alex

    starts on card drop

    pass → Regression

  4. ST-04Regression

    Maya

    starts on card drop

    pass → Done

    fail ← Fix

  5. ST-05Done

    Nobody works here.

Secure delivery

7 stations

Software delivery with a threat model up front and a security review before your approval.

  1. ST-01Requirements

    Sarah

    you talk to them

    pass → Threat model

  2. ST-02Threat model

    Omar

    starts on card drop

    pass → Development

  3. ST-03Development

    Alex

    starts on card drop

    pass → QA

  4. ST-04QA

    Maya

    starts on card drop

    pass → Security review

    fail ← Development

  5. ST-05Security review

    Omar

    starts on card drop

    pass → Approval

    fail ← Development

  6. ST-06Approval

    A person

    a person decides

    pass → Done

  7. ST-07Done

    Nobody works here.

API delivery

6 stations

Contract first: implementation, contract tests, a security pass and documentation.

  1. ST-01Contract

    Sarah

    you talk to them

    pass → Implementation

  2. ST-02Implementation

    Noah

    starts on card drop

    pass → Contract tests

  3. ST-03Contract tests

    Ravi

    starts on card drop

    pass → Security

    fail ← Implementation

  4. ST-04Security

    Omar

    starts on card drop

    pass → Documentation

    fail ← Implementation

  5. ST-05Documentation

    Sam

    starts on card drop

    pass → Done

  6. ST-06Done

    Nobody works here.

Incident response

7 stations

Triage, investigate, mitigate and verify, and finish with a postmortem.

  1. ST-01Reported

    Leo

    you talk to them

    pass → Triage

  2. ST-02Triage

    Leo

    starts on card drop

    pass → Investigation

  3. ST-03Investigation

    Leo

    starts on card drop

    pass → Mitigation

  4. ST-04Mitigation

    Alex

    starts on card drop

    pass → Verification

  5. ST-05Verification

    Maya

    starts on card drop

    pass → Postmortem

    fail ← Mitigation

  6. ST-06Postmortem

    Jules

    starts on card drop

    pass → Done

  7. ST-07Done

    Nobody works here.

Accessibility audit

7 stations

Audit a product area, remediate what is found and verify it with the same tester.

  1. ST-01Scope

    Eli

    you talk to them

    pass → Automated checks

  2. ST-02Automated checks

    Eli

    starts on card drop

    pass → Keyboard review

  3. ST-03Keyboard review

    Eli

    starts on card drop

    pass → Screen reader review

  4. ST-04Screen reader review

    Eli

    starts on card drop

    pass → Remediation

  5. ST-05Remediation

    Alex

    starts on card drop

    pass → Verification

  6. ST-06Verification

    Eli

    starts on card drop

    pass → Done

    fail ← Remediation

  7. ST-07Done

    Nobody works here.

Commerce release

6 stations

Storefront changes built, then checkout and mobile QA, then the merchant signs off.

  1. ST-01Backlog

    Sarah

    you talk to them

    pass → Build

  2. ST-02Build

    Alex

    starts on card drop

    pass → Checkout QA

  3. ST-03Checkout QA

    Ava

    starts on card drop

    pass → Mobile QA

    fail ← Build

  4. ST-04Mobile QA

    Ava

    starts on card drop

    pass → Merchant approval

    fail ← Build

  5. ST-05Merchant approval

    A person

    a person decides

    pass → Done

  6. ST-06Done

    Nobody works here.

Platform migration

7 stations

Inventory what exists, migrate it, and verify the data and behaviour before approval.

  1. ST-01Inventory

    Ines

    you talk to them

    pass → Compatibility analysis

  2. ST-02Compatibility analysis

    Noah

    starts on card drop

    pass → Migration

  3. ST-03Migration

    Noah

    starts on card drop

    pass → Data verification

  4. ST-04Data verification

    Ines

    starts on card drop

    pass → Regression

    fail ← Migration

  5. ST-05Regression

    Maya

    starts on card drop

    pass → Approval

    fail ← Migration

  6. ST-06Approval

    A person

    a person decides

    pass → Done

  7. ST-07Done

    Nobody works here.

Tech debt paydown

7 stations

Debt paid down on purpose: each item assessed for risk, fixed in a draft pull request and regression-checked.

  1. ST-01Debt register

    Leo

    you talk to them

    pass → Assess

  2. ST-02Assess

    Omar

    starts on card drop

    pass → Refactor

    fail ← Won't fix

  3. ST-03Refactor

    Alex

    starts on card drop

    pass → Regression

  4. ST-04Regression

    Maya

    starts on card drop

    pass → Review

    fail ← Refactor

  5. ST-05Review

    A person

    a person decides

    pass → Done

  6. ST-06Done

    Nobody works here.

  7. ST-07Won't fix

    Nobody works here.

Data & analytics delivery

6 stations

From a question to a trusted number: the metric defined, the pipeline built, the data verified and the dashboard reviewed.

  1. ST-01Requests

    Dara

    you talk to them

    pass → Define the metric

  2. ST-02Define the metric

    Dara

    starts on card drop

    pass → Build

  3. ST-03Build

    Lin

    starts on card drop

    pass → Data verification

  4. ST-04Data verification

    Ines

    starts on card drop

    pass → Review

    fail ← Build

  5. ST-05Review

    A person

    a person decides

    pass → Live

  6. ST-06Live

    Nobody works here.

Robotics simulation

6 stations

Design and simulate before anything touches hardware, with a safety review and a human gate.

  1. ST-01Requirements

    Sarah

    you talk to them

    pass → Design

  2. ST-02Design

    Kai

    starts on card drop

    pass → Simulation

  3. ST-03Simulation

    Kai

    starts on card drop

    pass → Safety review

  4. ST-04Safety review

    Omar

    starts on card drop

    pass → Human hardware approval

    fail ← Design

  5. ST-05Human hardware approval

    A person

    a person decides

    pass → Done

  6. ST-06Done

    Nobody works here.

026 templates

Start a business

Idea validation

7 stations

Find out whether an idea is worth building before anything is built: the customer, the evidence, the competition and the cheapest test.

  1. ST-01Ideas

    Victor

    you talk to them

    pass → Customer & problem

  2. ST-02Customer & problem

    Victor

    starts on card drop

    pass → Market research

  3. ST-03Market research

    Research

    starts on card drop

    pass → Competitors

  4. ST-04Competitors

    Nina

    starts on card drop

    pass → Experiment design

  5. ST-05Experiment design

    Victor

    starts on card drop

    pass → Go / no-go

    fail ← Customer & problem

  6. ST-06Go / no-go

    A person

    a person decides

    pass → Validated

  7. ST-07Validated

    Nobody works here.

Business plan

8 stations

A plan written section by section: the model, the market, pricing, the go-to-market and the numbers, reviewed before you sign it off.

  1. ST-01Outline

    Victor

    you talk to them

    pass → Business model

  2. ST-02Business model

    Victor

    starts on card drop

    pass → Pricing

  3. ST-03Pricing

    Pricing Strategy

    starts on card drop

    pass → Go-to-market

  4. ST-04Go-to-market

    Founder Sales

    starts on card drop

    pass → Financial model

  5. ST-05Financial model

    Grace

    starts on card drop

    pass → Review

  6. ST-06Review

    Rosa

    starts on card drop

    pass → Founder sign-off

    fail ← Business model

  7. ST-07Founder sign-off

    A person

    a person decides

    pass → Final

  8. ST-08Final

    Nobody works here.

MVP build & launch

7 stations

From a validated idea to a launched first version: scope, design, build, QA, a landing page and the launch itself.

  1. ST-01Scope

    Sarah

    you talk to them

    pass → Design

  2. ST-02Design

    Zoe

    starts on card drop

    pass → Build

  3. ST-03Build

    Alex

    starts on card drop

    pass → QA

  4. ST-04QA

    Maya

    starts on card drop

    pass → Landing page

    fail ← Build

  5. ST-05Landing page

    Copywriting

    starts on card drop

    pass → Launch approval

  6. ST-06Launch approval

    A person

    a person decides

    pass → Launched

  7. ST-07Launched

    Nobody works here.

Fundraising round

7 stations

Run a raise as a pipeline: the strategy, the deck, the numbers behind it, investor research and outreach you approve before it goes.

  1. ST-01Strategy

    Fundraising

    you talk to them

    pass → Pitch deck

  2. ST-02Pitch deck

    YC Pitch Deck

    starts on card drop

    pass → Financials

  3. ST-03Financials

    Grace

    starts on card drop

    pass → Investor research

  4. ST-04Investor research

    Research

    starts on card drop

    pass → Outreach drafts

  5. ST-05Outreach drafts

    Cold Email

    starts on card drop

    pass → Founder review

  6. ST-06Founder review

    A person

    a person decides

    pass → Sent

  7. ST-07Sent

    Nobody works here.

Brand & website launch

8 stations

Positioning first, then the identity, the copy, the site and an SEO check before it goes live.

  1. ST-01Brief

    Victor

    you talk to them

    pass → Brand identity

  2. ST-02Brand identity

    Brand Guidelines

    starts on card drop

    pass → Website copy

  3. ST-03Website copy

    Copywriting

    starts on card drop

    pass → Design

  4. ST-04Design

    Zoe

    starts on card drop

    pass → Build

  5. ST-05Build

    Alex

    starts on card drop

    pass → SEO check

  6. ST-06SEO check

    SEO Audit

    starts on card drop

    pass → Approval

    fail ← Build

  7. ST-07Approval

    A person

    a person decides

    pass → Live

  8. ST-08Live

    Nobody works here.

Pricing & packaging

7 stations

Decide what to charge: research, a model, the page that sells it and a test before you commit.

  1. ST-01Questions

    Pricing Strategy

    you talk to them

    pass → Research

  2. ST-02Research

    Research

    starts on card drop

    pass → Model

  3. ST-03Model

    Pricing Strategy

    starts on card drop

    pass → Revenue impact

  4. ST-04Revenue impact

    Grace

    starts on card drop

    pass → Pricing page

    fail ← Model

  5. ST-05Pricing page

    Page CRO

    starts on card drop

    pass → Decision

  6. ST-06Decision

    A person

    a person decides

    pass → Rolled out

  7. ST-07Rolled out

    Nobody works here.

037 templates

Run a business

Quarterly planning (OKRs)

6 stations

Set the quarter: proposed objectives, the numbers behind them, a feasibility check and leadership sign-off.

  1. ST-01Proposals

    Rosa

    you talk to them

    pass → Key results

  2. ST-02Key results

    Rosa

    starts on card drop

    pass → Baselines

  3. ST-03Baselines

    Dara

    starts on card drop

    pass → Budget check

  4. ST-04Budget check

    Grace

    starts on card drop

    pass → Leadership review

    fail ← Key results

  5. ST-05Leadership review

    A person

    a person decides

    pass → Committed

  6. ST-06Committed

    Nobody works here.

Weekly operations

5 stations

One place for everything the business needs done this week, triaged, worked and reviewed.

  1. ST-01Inbox

    Rosa

    you talk to them

    pass → Triage

  2. ST-02Triage

    Theo

    starts on card drop

    pass → In progress

  3. ST-03In progress

    Nobody works here.

  4. ST-04Review

    Quinn

    starts on card drop

    pass → Done

    fail ← In progress

  5. ST-05Done

    Nobody works here.

Process & SOP library

6 stations

Write down how the business runs: map each process, draft the procedure, test it on someone new and publish it.

  1. ST-01Processes

    Theo

    you talk to them

    pass → Map the process

  2. ST-02Map the process

    Theo

    starts on card drop

    pass → Draft procedure

  3. ST-03Draft procedure

    Theo

    starts on card drop

    pass → Plain-language edit

  4. ST-04Plain-language edit

    Copy Editing

    starts on card drop

    pass → Owner approval

  5. ST-05Owner approval

    A person

    a person decides

    pass → Published

  6. ST-06Published

    Nobody works here.

Vendor selection

7 stations

Buy well: written requirements, a scored shortlist, a contract check and a budget check before anyone signs.

  1. ST-01Needs

    Theo

    you talk to them

    pass → Research

  2. ST-02Research

    Research

    starts on card drop

    pass → Scoring

  3. ST-03Scoring

    Theo

    starts on card drop

    pass → Contract review

  4. ST-04Contract review

    Iris

    starts on card drop

    pass → Budget check

    fail ← Scoring

  5. ST-05Budget check

    Grace

    starts on card drop

    pass → Decision

  6. ST-06Decision

    A person

    a person decides

    pass → Signed

  7. ST-07Signed

    Nobody works here.

Policies & compliance

6 stations

Get the policies a growing company needs written, checked for risk and approved — with what needs a lawyer clearly marked.

  1. ST-01Requirements

    Iris

    you talk to them

    pass → Draft

  2. ST-02Draft

    Iris

    starts on card drop

    pass → Security review

  3. ST-03Security review

    Omar

    starts on card drop

    pass → Plain-language edit

    fail ← Draft

  4. ST-04Plain-language edit

    Copy Editing

    starts on card drop

    pass → Approval

  5. ST-05Approval

    A person

    a person decides

    pass → In force

  6. ST-06In force

    Nobody works here.

Client project delivery

6 stations

For agencies and consultancies: scope, plan, deliver, check the work and get the client's sign-off.

  1. ST-01Requests

    Quinn

    you talk to them

    pass → Plan

  2. ST-02Plan

    Quinn

    starts on card drop

    pass → In delivery

  3. ST-03In delivery

    Nobody works here.

  4. ST-04Quality check

    Maya

    starts on card drop

    pass → Client review

    fail ← In delivery

  5. ST-05Client review

    A person

    a person decides

    pass → Delivered

  6. ST-06Delivered

    Nobody works here.

Board & investor update

7 stations

The monthly update, assembled: the metrics, the finances, the narrative and an edit before you send it.

  1. ST-01Topics

    Rosa

    you talk to them

    pass → Metrics

  2. ST-02Metrics

    Dara

    starts on card drop

    pass → Financials

  3. ST-03Financials

    Grace

    starts on card drop

    pass → Narrative

  4. ST-04Narrative

    Rosa

    starts on card drop

    pass → Edit

  5. ST-05Edit

    Copy Editing

    starts on card drop

    pass → Approve & send

  6. ST-06Approve & send

    A person

    a person decides

    pass → Sent

  7. ST-07Sent

    Nobody works here.

043 templates

Sales

Outbound prospecting

7 stations

Target accounts researched, qualified and written to — with the first email approved by you before anything is sent.

  1. ST-01Target accounts

    Diego

    you talk to them

    pass → Research

  2. ST-02Research

    Research

    starts on card drop

    pass → Qualify

  3. ST-03Qualify

    Diego

    starts on card drop

    pass → Draft outreach

    fail ← Disqualified

  4. ST-04Draft outreach

    Cold Email

    starts on card drop

    pass → Approve

  5. ST-05Approve

    A person

    a person decides

    pass → In sequence

  6. ST-06In sequence

    Nobody works here.

  7. ST-07Disqualified

    Nobody works here.

Deal pipeline

8 stations

A sales pipeline where each stage does its work: qualification, a discovery summary, the proposal and the terms.

  1. ST-01New leads

    Diego

    you talk to them

    pass → Qualification

  2. ST-02Qualification

    Diego

    starts on card drop

    pass → Discovery

    fail ← Lost

  3. ST-03Discovery

    Diego

    starts on card drop

    pass → Proposal

  4. ST-04Proposal

    Founder Sales

    starts on card drop

    pass → Terms

  5. ST-05Terms

    Iris

    starts on card drop

    pass → Negotiation

  6. ST-06Negotiation

    A person

    a person decides

    pass → Won

  7. ST-07Won

    Nobody works here.

  8. ST-08Lost

    Nobody works here.

Proposals & RFPs

7 stations

Answer an RFP without the scramble: requirements broken out, a draft, pricing, a contract check and an edit.

  1. ST-01Incoming

    Diego

    you talk to them

    pass → Draft response

  2. ST-02Draft response

    Diego

    starts on card drop

    pass → Pricing

  3. ST-03Pricing

    Pricing Strategy

    starts on card drop

    pass → Contract check

  4. ST-04Contract check

    Iris

    starts on card drop

    pass → Edit

    fail ← Draft response

  5. ST-05Edit

    Copy Editing

    starts on card drop

    pass → Approval

  6. ST-06Approval

    A person

    a person decides

    pass → Submitted

  7. ST-07Submitted

    Nobody works here.

056 templates

Marketing

Content production

6 stations

From a brief to research, a draft and an editorial review, published only after you approve.

  1. ST-01Brief

    Sam

    you talk to them

    pass → Research

  2. ST-02Research

    Nina

    starts on card drop

    pass → Draft

  3. ST-03Draft

    Sam

    starts on card drop

    pass → Editorial review

  4. ST-04Editorial review

    Jules

    starts on card drop

    pass → Human approval

    fail ← Draft

  5. ST-05Human approval

    A person

    a person decides

    pass → Published

  6. ST-06Published

    Nobody works here.

SEO program

8 stations

An SEO backlog that works itself: audit, a content plan, the writing, on-page checks and AI-search readiness.

  1. ST-01Opportunities

    SEO & GEO

    you talk to them

    pass → Audit

  2. ST-02Audit

    SEO Audit

    starts on card drop

    pass → Content plan

  3. ST-03Content plan

    Content Strategy

    starts on card drop

    pass → Write

  4. ST-04Write

    Copywriting

    starts on card drop

    pass → On-page check

  5. ST-05On-page check

    Schema Markup

    starts on card drop

    pass → AI search check

    fail ← Write

  6. ST-06AI search check

    AI SEO

    starts on card drop

    pass → Approval

  7. ST-07Approval

    A person

    a person decides

    pass → Published

  8. ST-08Published

    Nobody works here.

Email campaign

7 stations

Plan the sequence, write it, edit it and get the numbers set up before the first send.

  1. ST-01Campaign ideas

    Email Sequences

    you talk to them

    pass → Sequence plan

  2. ST-02Sequence plan

    Email Sequences

    starts on card drop

    pass → Copy

  3. ST-03Copy

    Copywriting

    starts on card drop

    pass → Edit

  4. ST-04Edit

    Copy Editing

    starts on card drop

    pass → Tracking

    fail ← Copy

  5. ST-05Tracking

    Analytics Tracking

    starts on card drop

    pass → Approval

  6. ST-06Approval

    A person

    a person decides

    pass → Scheduled

  7. ST-07Scheduled

    Nobody works here.

Social media calendar

6 stations

A steady social presence: ideas turned into posts, edited and approved before they are scheduled.

  1. ST-01Ideas

    Social Content

    you talk to them

    pass → Draft posts

  2. ST-02Draft posts

    Social Content

    starts on card drop

    pass → Edit

  3. ST-03Edit

    Copy Editing

    starts on card drop

    pass → Approval

    fail ← Draft posts

  4. ST-04Approval

    A person

    a person decides

    pass → Scheduled

  5. ST-05Scheduled

    Nobody works here.

  6. ST-06Published

    Nobody works here.

Product launch

8 stations

Everything a launch needs, in order: positioning, the page, the emails, social, and tracking so you know if it worked.

  1. ST-01Launch plan

    Jules

    you talk to them

    pass → Positioning

  2. ST-02Positioning

    Working Backwards

    starts on card drop

    pass → Launch page

  3. ST-03Launch page

    Page CRO

    starts on card drop

    pass → Email

  4. ST-04Email

    Email Sequences

    starts on card drop

    pass → Social

  5. ST-05Social

    Social Content

    starts on card drop

    pass → Tracking

  6. ST-06Tracking

    Analytics Tracking

    starts on card drop

    pass → Go / no-go

  7. ST-07Go / no-go

    A person

    a person decides

    pass → Launched

  8. ST-08Launched

    Nobody works here.

Conversion experiments

8 stations

A growth backlog: a hypothesis, a valid test design, the variant, and a readout you can trust.

  1. ST-01Hypotheses

    Conversion Rate Optimization

    you talk to them

    pass → Test design

  2. ST-02Test design

    A/B Testing

    starts on card drop

    pass → Variant

    fail ← Hypotheses

  3. ST-03Variant

    Page CRO

    starts on card drop

    pass → Build

  4. ST-04Build

    Alex

    starts on card drop

    pass → Running

  5. ST-05Running

    Nobody works here.

  6. ST-06Readout

    Dara

    starts on card drop

    pass → Decision

  7. ST-07Decision

    A person

    a person decides

    pass → Shipped

  8. ST-08Shipped

    Nobody works here.

064 templates

Customers

Support desk

7 stations

Tickets triaged and answered, with the reply approved by a person and a help article written when the question keeps coming back.

  1. ST-01New tickets

    Priya

    you talk to them

    pass → Triage

  2. ST-02Triage

    Priya

    starts on card drop

    pass → Draft reply

    fail ← Escalated

  3. ST-03Draft reply

    Priya

    starts on card drop

    pass → Approve reply

  4. ST-04Approve reply

    A person

    a person decides

    pass → Resolved

  5. ST-05Escalated

    Nobody works here.

  6. ST-06Resolved

    Priya

    starts on card drop

    pass → Closed

  7. ST-07Closed

    Nobody works here.

Customer onboarding

6 stations

Every new customer gets a plan built around what they bought the product for, and a check that they got there.

  1. ST-01New customers

    June

    you talk to them

    pass → Success plan

  2. ST-02Success plan

    June

    starts on card drop

    pass → Kickoff

  3. ST-03Kickoff

    A person

    a person decides

    pass → Setup

  4. ST-04Setup

    Nobody works here.

  5. ST-05Adoption check

    June

    starts on card drop

    pass → Live

    fail ← Setup

  6. ST-06Live

    Nobody works here.

Feedback to roadmap

8 stations

Customer feedback that goes somewhere: grouped into themes, sized, prioritised and turned into stories.

  1. ST-01Feedback

    June

    you talk to them

    pass → Themes

  2. ST-02Themes

    Customer Journey Map

    starts on card drop

    pass → Size the demand

  3. ST-03Size the demand

    Dara

    starts on card drop

    pass → Prioritise

  4. ST-04Prioritise

    Product Manager Toolkit

    starts on card drop

    pass → Stories

    fail ← Not now

  5. ST-05Stories

    Sarah

    starts on card drop

    pass → Roadmap review

  6. ST-06Roadmap review

    A person

    a person decides

    pass → Planned

  7. ST-07Planned

    Nobody works here.

  8. ST-08Not now

    Nobody works here.

Renewals & churn rescue

8 stations

At-risk accounts worked deliberately: a health review, a recovery plan, the outreach and your approval.

  1. ST-01Accounts

    June

    you talk to them

    pass → Health review

  2. ST-02Health review

    June

    starts on card drop

    pass → Usage analysis

  3. ST-03Usage analysis

    Dara

    starts on card drop

    pass → Recovery plan

  4. ST-04Recovery plan

    June

    starts on card drop

    pass → Outreach

  5. ST-05Outreach

    Email Sequences

    starts on card drop

    pass → Approve

  6. ST-06Approve

    A person

    a person decides

    pass → In progress

  7. ST-07In progress

    Nobody works here.

  8. ST-08Renewed

    Nobody works here.

073 templates

Finance

Month-end close

7 stations

The close as a checklist that checks itself: reconciliations, accruals, the reports and a review before sign-off.

  1. ST-01Close tasks

    Grace

    you talk to them

    pass → Reconcile

  2. ST-02Reconcile

    Grace

    starts on card drop

    pass → Accruals & adjustments

  3. ST-03Accruals & adjustments

    Grace

    starts on card drop

    pass → Reports

  4. ST-04Reports

    Grace

    starts on card drop

    pass → Variance review

  5. ST-05Variance review

    Dara

    starts on card drop

    pass → Sign-off

    fail ← Reconcile

  6. ST-06Sign-off

    A person

    a person decides

    pass → Closed

  7. ST-07Closed

    Nobody works here.

Invoicing & collections

7 stations

Get paid: invoices prepared and checked, approved by you, and overdue ones chased politely and on schedule.

  1. ST-01To bill

    Grace

    you talk to them

    pass → Prepare invoice

  2. ST-02Prepare invoice

    Grace

    starts on card drop

    pass → Approve

  3. ST-03Approve

    A person

    a person decides

    pass → Sent

  4. ST-04Sent

    Nobody works here.

  5. ST-05Overdue

    Email Sequences

    starts on card drop

    pass → Follow-up sent

  6. ST-06Follow-up sent

    Nobody works here.

  7. ST-07Paid

    Nobody works here.

Budget & forecast

7 stations

Build the budget from requests: each one costed, checked against cash, prioritised and approved.

  1. ST-01Requests

    Grace

    you talk to them

    pass → Cost it

  2. ST-02Cost it

    Grace

    starts on card drop

    pass → Cash-flow impact

  3. ST-03Cash-flow impact

    Grace

    starts on card drop

    pass → Prioritise

  4. ST-04Prioritise

    Rosa

    starts on card drop

    pass → Approval

    fail ← Deferred

  5. ST-05Approval

    A person

    a person decides

    pass → In budget

  6. ST-06In budget

    Nobody works here.

  7. ST-07Deferred

    Nobody works here.

083 templates

People

Hiring pipeline

9 stations

Hire with structure: the role defined by outcomes, a consistent screen, an interview kit and a written decision.

  1. ST-01Roles

    Hana

    you talk to them

    pass → Job description

  2. ST-02Job description

    Hana

    starts on card drop

    pass → Edit

  3. ST-03Edit

    Copy Editing

    starts on card drop

    pass → Open

  4. ST-04Open

    Nobody works here.

  5. ST-05Screen

    Hana

    starts on card drop

    pass → Interview kit

    fail ← Not moving forward

  6. ST-06Interview kit

    Hana

    starts on card drop

    pass → Hiring decision

  7. ST-07Hiring decision

    A person

    a person decides

    pass → Offer

  8. ST-08Offer

    Nobody works here.

  9. ST-09Not moving forward

    Nobody works here.

Employee onboarding

7 stations

A new hire's first ninety days, planned by week with owners, accounts set up, and a check-in that actually happens.

  1. ST-01New hires

    Hana

    you talk to them

    pass → Onboarding plan

  2. ST-02Onboarding plan

    Hana

    starts on card drop

    pass → Accounts & access

  3. ST-03Accounts & access

    Theo

    starts on card drop

    pass → Manager review

  4. ST-04Manager review

    A person

    a person decides

    pass → First week

  5. ST-05First week

    Nobody works here.

  6. ST-0630-day check-in

    Hana

    starts on card drop

    pass → Onboarded

  7. ST-07Onboarded

    Nobody works here.

Performance reviews

6 stations

Reviews written from evidence, calibrated, and delivered by the manager — not invented the night before.

  1. ST-01Review cycle

    Hana

    you talk to them

    pass → Gather evidence

  2. ST-02Gather evidence

    Hana

    starts on card drop

    pass → Draft review

  3. ST-03Draft review

    Hana

    starts on card drop

    pass → Tone & clarity edit

  4. ST-04Tone & clarity edit

    Copy Editing

    starts on card drop

    pass → Manager approval

  5. ST-05Manager approval

    A person

    a person decides

    pass → Delivered

  6. ST-06Delivered

    Nobody works here.

093 templates

Product

Agile discovery

5 stations

Turn rough ideas into ready stories: analysis, an INVEST review and Gherkin acceptance tests.

  1. ST-01Ideas

    Jules

    you talk to them

    pass → Business analysis

  2. ST-02Business analysis

    Sarah

    starts on card drop

    pass → INVEST review

  3. ST-03INVEST review

    Jules

    starts on card drop

    pass → Gherkin acceptance

    fail ← Business analysis

  4. ST-04Gherkin acceptance

    Maya

    starts on card drop

    pass → Ready

  5. ST-05Ready

    Nobody works here.

User research

7 stations

Research questions answered properly: a plan, an interview guide, synthesis into a journey and findings you can act on.

  1. ST-01Questions

    Jules

    you talk to them

    pass → Research plan

  2. ST-02Research plan

    Research

    starts on card drop

    pass → Interview guide

  3. ST-03Interview guide

    Nina

    starts on card drop

    pass → Fieldwork

  4. ST-04Fieldwork

    Nobody works here.

  5. ST-05Synthesis

    Customer Journey Map

    starts on card drop

    pass → Findings

  6. ST-06Findings

    Jules

    starts on card drop

    pass → Shared

  7. ST-07Shared

    Nobody works here.

Roadmap planning

7 stations

Opportunities scored, checked against strategy and sized before they earn a place on the roadmap.

  1. ST-01Opportunities

    Jules

    you talk to them

    pass → Score

  2. ST-02Score

    Product Manager Toolkit

    starts on card drop

    pass → Strategy fit

  3. ST-03Strategy fit

    AI Product Strategy

    starts on card drop

    pass → Size it

    fail ← Parked

  4. ST-04Size it

    Sarah

    starts on card drop

    pass → Roadmap review

  5. ST-05Roadmap review

    A person

    a person decides

    pass → On the roadmap

  6. ST-06On the roadmap

    Nobody works here.

  7. ST-07Parked

    Nobody works here.

→After the template

Everything it set up is yours to change.

A template is ordinary configuration applied in one step. Swap a worker, add a station, tighten the instructions, route a station to another workflow in the factory.

Where a pass goes
Usually the next station; on the last one, Done. It can also be another workflow in the same factory.
Where a failure goes
Back to the station that can fix it, with the reason written into the card discussion. From QA that is normally Development.
Where a loop ends
With a person. A card that is blocked, or has used its retries, goes to the station you named for escalation.

Ready to run

Don’t build your own software factory. Assemble one.

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