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Process

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Process with Daniel Schutzsmith

Process is important. Sure, as hackers and creatives we might get by for some time on our eccentric ideas and skills, but the reality is that, as a business, we need to define and continually refine our processes to ensure continued growth and quality.

In this workshop we’ll examine what kinds of processes are used in the web and design industries, the tools they use, create an outline of your own process as well as a milestone calendar to make sure you complete it after the day has concluded.

We’ll laugh, we might cry, but most importantly we’ll grow our understanding and skills to create a process that can help our companies right now.

OBJECTIVE

Provide attendees with a clear path to documenting and refining their business’ process for growth.

TARGET AUDIENCE

Freelancers and smallish Studio Managers / Owners under 50 people.

ASSUMED AUDIENCE KNOWLEDGE

Have used tools like Wikis, Google Docs, and Blogging before.

FIVE THINGS AUDIENCE MEMBERS WILL LEARN

An understanding of the reasons process is so important in business.
An outline of what they’re reasons are for defining the process.
An outline of the tools and methodologies they’ll use to define the process.
A deeper understanding of how some creative studios and agencies define their process.
A rough outline of their process / A calendar of milestones set towards completing their process
SCHEDULE

10:00 – 10:15am Welcome and Outline
10:15 – 10:45am Why Process?
10:45 – 11:00am Activity: What are your reasons for defining a process?
11:00 – 11:30am The Importance of a Process Team by Hoss Gifford
11:30 – 12:00pm Activity: Define Your Process Team
12:00 – 1:00pm LUNCH
1:00 – 1:30pm Jason Theodor
1:30 – 2:00pm Activity: Managing Project Flow by Caroline McGregor
2:00 – 2:30pm Tools and Methodologies For Your Process
2:30 – 3:00pm Activity: Choose the Tools You’ll Use to Define Your Process
3:00 – 3:30pm Customizing Your Process by Tom Walsham
3:30 – 4:00pm Activity: Define The Methodologies For Your Process
4:00 – 4:30pm Planning Your Process Documentation
4:30 – 5:00pm Activity: Create a Calendar to Define Your Process

Published in: Business
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Process

  1. 1. Good Morning.
  2. 2. Thanks 
 to TWG!
  3. 3. Outline For Today
  4. 4. An extension of my process talk.
  5. 5. With guests sharing their process secrets.
  6. 6. Plus a bit of group therapy.
  7. 7. THE ULTIMATE GOAL Leave with a 
 plan of action!
  8. 8. Who Am I?
  9. 9. I worked at a total of 
 17 studios
  10. 10. Who Are You?
  11. 11. Draw Your Favorite Childhood Toy With Your 
 Odd Hand.
  12. 12. 1. First Name 2. Hometown 3. Job Title 4. Company 5. Process Pain Point
  13. 13. What’s The Problem?
  14. 14. We don’t have a defined process for our business. (Or we have a really loose one.)
  15. 15. When you're small, a process can live in your head. (But how does that translate to 
 10, 20, 50, even 100 people?)
  16. 16. If you're running the business/team, you CANNOT keep the process in your head. (You won’t get anything done to 
 focus on growing your business/team!)
  17. 17. Why Is Process Important?
  18. 18. Defines the roles of your team
  19. 19. Defines what is to be expected 
 of each role
  20. 20. Defines how work gets done
  21. 21. Develops a 
 work ethic
  22. 22. Increases morale
  23. 23. Helps establish 
 a culture
  24. 24. Increases revenue
  25. 25. Keeps You DRY!!!!!
  26. 26. Don’t 
 Repeat 
 Yourself
  27. 27. ACTIVITY #1 Write down 3 goals that you want to achieve through process.
  28. 28. 5 Minute Break
  29. 29. The Importance of a Process Team with Hoss Gifford
  30. 30. The pirate years
  31. 31. The pirate years
  32. 32. The pirate years
  33. 33. Joining the navy
  34. 34. A problem of scale
  35. 35. Annus horribilis
  36. 36. A problem of scale
  37. 37. Solo Superstar
  38. 38. Solo Superstar
  39. 39. A team game
  40. 40. A team game
  41. 41. Another team game
  42. 42. ACTIVITY #2 Write down who will be on your process dream team.
  43. 43. Designate a process leader (steward of the process)
  44. 44. Lunch (1 Hour)
  45. 45. ACTIVITY #3 Defining Your Brand Pyramid
 with Jason Theodor
  46. 46. ACTIVITY #4 Managing 
 Project Flow
 with Caroline McGregor
  47. 47. Tools For 
 The Process
  48. 48. Write It All In a Wiki or Docs
  49. 49. Gollum
  50. 50. Define some tools but give some freedom.
  51. 51. Define Checklists (When Appropriate)
  52. 52. Use Video!
  53. 53. Take My Default Document
  54. 54. ACTIVITY #5 Choose the Tools You’ll Use to Define Your Process
  55. 55. 1. Choose the tools you’ll use. 2.Who will set it up? 3.Who will be in charge of maintaining it?
  56. 56. Customizing 
 Your Process with Tom Walsham
  57. 57. ACTIVITY #6 Define The Methodologies 
 For Your Process
  58. 58. Plan The Documentation
  59. 59. Document EVERYTHING 
 you can. 
 (Edit Shit Later)
  60. 60. Decide What Processes 
 You’ll Need 
 to Document
  61. 61. Production Process
  62. 62. Creative 
 Process
  63. 63. Technology Process
  64. 64. Quality Assurance Process
  65. 65. Client Services Process
  66. 66. Leadership & Management Process
  67. 67. Human 
 Resources
  68. 68. Marketing Process
  69. 69. New Business & Sales Process
  70. 70. Finance Process
  71. 71. Include the 
 input of the whole team
  72. 72. Don’t worry about naysayers, but listen to the moans and groans.
  73. 73. ACTIVITY #7 Create a Calendar to Define 
 Your Process
  74. 74. Set some hard deadlines and recurring meeting times with your dream team.
  75. 75. At least plan a few 
 process team sessions. (Get some 6packs, gather 
 the team, and talk)
  76. 76. Don’t Do It 
 All In The Same Day Or Week.
  77. 77. Session #1: Write down everything going wrong. 
 (Rip the bandaid off!!!)
  78. 78. Session #2: Write down everything that is going right.
 (NOT what is going wrong)
  79. 79. Session #3: Write down everything you'd like to see working better.
 (In a perfect world we should…)
  80. 80. Where Do We Go From Here?
  81. 81. Internally, build an Intranet.
  82. 82. Externally, build a Client Portal.
  83. 83. Have a new 
 team member orientation process!
  84. 84. Evolve The Process!
  85. 85. Edit, Edit, Edit
  86. 86. REVIEW
 EVERY 6 MONTHS
  87. 87. Every 5 years, trash it and 
 start over 
 (The words of Rick Webb, Barbarian Group)
  88. 88. NOW GO DO IT!
  89. 89. Thank You! daniel@digitalempire.io
 @schutzsmith

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