Every “growing” business owner constantly struggles with juggling a million job descriptions within everyday. From new customer acquisition, marketing, service / product delivery, accounting, human resource management and the rest. There is no “secret sauce” that will fix an Entrepreneurs need for knowing their business inside and out, however, one key to every successful businesses are Processes (aka: To-Do’s, Procedures, Documentation, etc)
2. • Private Equity Investor
• Digital Strategies and SEO for 7+ Years
• Owner of multiple businesses
• University Degree: Entrepreneurship
ME: Grant Merriel…
12. Dropbox: Cannot section teams
Wiki: Small coding knowledge needed
Wordpress: Expensive and specialising
Google Docs: Ease to use
Google Docs: Why…
13. • Start by working backwards
• Title: Key Objective / goal?
• Description: Target Justification & Reasons
• KPI: Individual or Team Target
STEP 1: Desired Outcome…
14. • Break down Core Stages
• Less is easier and better
• Process easy to follow
STEP 2: Layout Elements…
15. • Do NOT detail each step
• 5 to 10 words each point
• Add points you missed
STEP 3: Step Out Each Element…
16. • Do process yourself
• Find missed points
• Fix inefficiencies
• Test against KPI’s
STEP 4: Test it…
17. • Only when tests are successful!
• Follow the “Process Step Structure” layout
• TIP: Screenshot / Image for every step
STEP 5: Process it!…
18. • Heading: Outlines step in a sentence
• Description: Details of step and benefit
• Image: Quick point of reference
BONUS: Process Step Structure…
19. • Another member to test
• Suggest improvements
• Note mistakes / misunderstanding
• Try to achieve KPI’s
STEP 6: Test it, AGAIN…
20. • Easy navigation for Processes with multiple
Process Documents
• TIP: Add these navigations to pages that serve
like a ‘Contents Page’ for the department
STEP 7: Easy Navigation…
21. • When is the process to be completed?
• Daily? Weekly? 9:00am? Monthly? Yearly?
• TIP: Create schedules for each department
STEP 8: Schedule & Execute…