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Shut up and process it

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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)

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Shut up and process it

  1. 1. SHUT UP! …and process it
  2. 2. • Private Equity Investor • Digital Strategies and SEO for 7+ Years • Owner of multiple businesses • University Degree: Entrepreneurship ME: Grant Merriel…
  3. 3. PROCESS What / Why How Secrets Examples WHAT’S in store…
  4. 4. WHAT / WHY process…
  5. 5. • Processes • SOP • Procedures • Manuals NAMES of processes… • Training Resources • To-Do’s • Tasks • Documentation
  6. 6. • Written Documentation • Explain, support and guide • Establishes accountability • Applicable to everything DEFINITION of a process…
  7. 7. • On-Page SEO • Link Building • Social Media • Content Publishing WHAT TO process… • Keyword Research • New Hiring • Bookkeeping • New Client Setup
  8. 8. • Reduces resource wastage • Shows inefficiencies • Adapts to change quickly • SCALABILITY!!! BENEFITS to processes…
  9. 9. • Removing variables • Systemizing years of education • Time consuming • Users misinterpretation DOWNSIDE to processing…
  10. 10. • No creativity • Stolen processes • Other priorities! • Sunken cost OBJECTIONS to processes…
  11. 11. CREATING a process…
  12. 12. Dropbox: Cannot section teams Wiki: Small coding knowledge needed Wordpress: Expensive and specialising Google Docs: Ease to use Google Docs: Why…
  13. 13. • Start by working backwards • Title: Key Objective / goal? • Description: Target Justification & Reasons • KPI: Individual or Team Target STEP 1: Desired Outcome…
  14. 14. • Break down Core Stages • Less is easier and better • Process easy to follow STEP 2: Layout Elements…
  15. 15. • Do NOT detail each step • 5 to 10 words each point • Add points you missed STEP 3: Step Out Each Element…
  16. 16. • Do process yourself • Find missed points • Fix inefficiencies • Test against KPI’s STEP 4: Test it…
  17. 17. • Only when tests are successful! • Follow the “Process Step Structure” layout • TIP: Screenshot / Image for every step STEP 5: Process it!…
  18. 18. • Heading: Outlines step in a sentence • Description: Details of step and benefit • Image: Quick point of reference BONUS: Process Step Structure…
  19. 19. • Another member to test • Suggest improvements • Note mistakes / misunderstanding • Try to achieve KPI’s STEP 6: Test it, AGAIN…
  20. 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. 21. • When is the process to be completed? • Daily? Weekly? 9:00am? Monthly? Yearly? • TIP: Create schedules for each department STEP 8: Schedule & Execute…
  22. 22. SECRETS of processing…
  23. 23. • Use Google Calendar • Colour for each department • Sync with teams emails • Schedule repeated processes SCHEDULE with Calendars…
  24. 24. • Core Dashboard • Departmentalize • Segment access ORGANISING processes…
  25. 25. • Quick to visualise • Easy to understand • Link to individual documents FLOW CHART processes…
  26. 26. EXAMPLE of processes…
  27. 27. • Process: Converting Blog Content to HTML • Copy: ‘File’ -> ‘Make a Copy’ • Link: www.grantmerriel.com/process-example COPY IT and keep creating…

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