No Playbook? No Problem.
Sometimes the best systems are born out of silence.
During an asset re-categorization project, I was asked to use a spreadsheet to keep the process organized. Helpful direction — but there was no specific request on how to structure it, or what details needed tracking.
So I made the call. I created custom column headers based on what I needed to track, flagged edge cases, and made notes for decision logic. It kept everything clear not only for me, but for anyone who needed to review or jump in.
The spreadsheet worked so well, it ended up becoming the go-to template for similar audits and reclassification efforts later on.
Projects like this are easy to overlook because they’re behind-the-scenes. But they’re also where process improvement starts — and where small moments of clarity turn into tools teams can count on.