Asking Effective Questions About Work
A described workflow is the account of how work is supposed to happen, while an actual workflow is how it really happens.
Asking People How Work Gets Done
Interviews are one of the most common ways to learn how work gets done. You ask a person what they do, in what order, and who they hand it to. The answers are useful, but they have a limit. People tend to describe their work as it is supposed to happen, not as it actually happens. Before you can study a process carefully, you need to notice that the account you were given and the process itself are not the same thing.
Consider a simple case. A colleague explains how incoming requests are handled: a request is logged, reviewed, approved, and the result is sent back. The explanation is clear and confident. It may even be accurate in outline. Yet the explanation has been tidied in memory, and it leaves out the pauses, the phone calls, and the small fixes that happen between those steps. This lesson is about that difference and why it matters.
Described Versus Actual Workflow
A described workflow is the account of how work is supposed to happen. An actual workflow is how it really happens. The two are related, but they are not identical.
A described workflow usually appears in a manual, a process document, or a confident verbal explanation. It is the clean, intended form of the work. People produce it when they describe a routine they perform every day, and it is shaped by memory and by how the work is meant to run. An actual workflow is the version that unfolds when the work is carried out. It includes workarounds, waiting, favors between colleagues, and exceptions that rarely come up when someone describes a process from memory.
The gap between the described and actual versions is not evidence that the person describing the work was careless or dishonest. It is a normal feature of how people talk about routines they know well.
Where the Two Versions Diverge
The two versions are often close enough that the difference is easy to overlook. Both usually share a starting point and an ending point. A request arrives and a result is eventually sent. The divergence tends to live in the middle, in three kinds of places: where a step is slower than expected, where someone checks with a colleague before proceeding, and where a case arrives that the official account never considered.
Work through a short scenario to see this. A team receives requests that sometimes arrive without enough detail to approve. The documented process says: log the request, the reviewer approves it, the result is sent. In practice, the reviewer first checks whether the information is complete. If it is not, the reviewer emails the requester, waits for a reply, and then approves. Once approved, the reviewer copies the result into a spreadsheet the team uses for tracking, because the tracker does not show it to the requester. The flowchart below traces both paths from the same starting point.
Read the diagram from the decision point. The described path goes straight from a complete request to approval. The actual path leaves at the decision when information is missing. The email, the waiting, and the spreadsheet copy never appear in the described account, yet they are where the team is spending its effort. The shared start and end points still match, which is exactly why the divergence is easy to miss.
What do you think happens?
In the scenario, which part of the work is most likely to be missing from a written process document?
Reveal answer
The email, wait, and spreadsheet copy in the middle
The source notes that the divergence usually lives in the middle, where steps are slower than expected, colleagues are checked with, or unconsidered cases arrive. The shared start and end points are the parts a described account tends to get right.
Why the Gap Is Worth Studying
Interviews have a natural ceiling. People describe work in its clean, intended form, so a interview alone will tend to show the tidy version. The gap between the described and actual versions is useful for exactly that reason. It marks the conditions the work must really handle: slow steps, consultations, exceptions, and workarounds.
The comparison shows the difference in steps, order, and people. The described account has three steps and one person. The actual account has six steps and involves the requester as well. Each added step is a place where the work has to handle something the description did not mention.
Confirming Shared Steps Before Tracing the Gap
Studying the gap is a method. Begin by confirming the shared steps, the parts where both accounts agree. Once those are established, trace where waits, corrections, exceptions, and workarounds appear. Those four categories are the places where the actual workflow leaves the described one.
- 1Confirm the shared starting point and ending point with the people doing the work
- 2Walk through the middle of the process one step at a time, noting what actually happens
- 3Mark every wait, where a colleague is consulted, and where a case falls outside the official account
- 4Mark every correction and workaround, including small fixes made outside the documented tools
- 5Compare the marked points against the described version to see where the two diverge
Mistakes When Reading the Gap
Common mistake Treating the described workflow as the real one
What it looks likeDesigning a new tracker around the three-step account in the scenario and expecting the email and spreadsheet steps to disappear.
Why it failsThe described account leaves out the middle of the work, which is where the effort and the exceptions sit.
Do this insteadConfirm the shared steps, then observe the middle of the process before designing anything.
Common mistake Assuming the person describing the work was being careless or dishonest
What it looks likeDismissing the reviewer's explanation because it skipped the email and waiting steps.
Why it failsThe source describes the gap as a normal feature of how people talk about routines they perform every day.
Do this insteadTreat the gap as information about the work, not as a fault in the person describing it.
Common mistake Expecting interviews alone to reveal the full process
What it looks likeFinishing a study after one conversation with a single reviewer.
Why it failsPeople describe work in its clean, intended form, so interviews have a natural ceiling.
Do this insteadUse the interview to establish the shared steps, then look for the waits, corrections, exceptions, and workarounds through observation.
Common mistake Assuming the divergence appears at the start or end of a process rather than in the middle
Applying the Lens to a New Scenario
A department describes its expense approval process as: submit the form, the manager approves it, payment is issued. Write a short list of the places you would expect the actual process to differ from this description, and explain which of those you would check first and why.
Hints
- Start with the shared points: the form being submitted and the payment being issued are likely shared steps.
- Look at the middle, where waits, consultations, and exceptions tend to appear.
- Consider which divergence would most affect how a new tool could take effect.
Key Takeaways
- A described workflow is the account of how work is supposed to happen, while an actual workflow is how it really happens.
- The two versions usually share a starting point and an ending point, and they diverge in the middle, at slow steps, consultations, and unconsidered cases.
- Interviews have a natural ceiling because people describe work in its clean, intended form, so the gap is a useful place to look.
- Study the gap by confirming shared steps first, then tracing waits, corrections, exceptions, and workarounds.
- A change designed around the gap is aimed where people are already compensating, which is where the deployment tends to live.