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Structuring Processes and
Workflows for Your
WordPress Business
Austin WordPress Meetup
May 09, 2016
Presented By Sandi Ba...
What We’ll Cover
Processes and Workflow
• What is it?
• Why you need them
• Getting Started
• Class Exercise
Who is this for?
Scaling
Make the same amount
of money doing less
work
Do the same amount of
work and make more
money
Scal...
What is a process?
A set of activities (steps)
that accomplish a specific task
What is Workflow?
Workflow is the series of processes
to accomplish a project or goal.
Start Now!
Documenting and Taking
Notes
How Are You Doing It Right
Now?
What’s Working?
How Are You Doing It Right
Now?
What’s Not?
The Power
of the
Checklist
Say what you are
going to do,
Then do it.
The Checklist
Manifesto: How
to Get Things
Right
by Atul Gawande
Make it Repeatable /
Transferable
If you die in a fiery
wreck…
It should
match your values
If your value is “quality”
then having a process
focused on “speed” is
not congruent
Make it
robust
Dog-fooding
Use your own service, product, and
processes
Keep it
Simple
No, really.
A simple process will be
followed;
a complex one will be
skipped
Gather
information
How well is it working?
Track Progress
How are customers
reacting?
employees?
team members?
Elicit feedback
Find
commonaliti
es
Develop similar Step-by-
step approach for each
process
Post-mortem
Review the process after
each use:
Sometime you change
Sometimes your
product / service
changes
Sometimes you ...
Iterate
A process is only a process if you can repeat
it.
First Steps
Get started now:
▪ Documenting
▪ Brainstorming
Pay attention to pain
points
These are the best place to try a new process
Write down a
checklist
No, not like this…
Keep tracking
watch for easy thing to fix
Thought
experiment
If your Fairy Godmother
could take away one
frustration…
what would you ask for?
Start there.
Sharing and
Feedback
Ask your clients:
Did I explain my process
well?
Did I follow it?
Exercises
Presenter
Sandi Batik
WordPress evangelist, consultant, trainer,
curricula developer, author, unapologetic
geek, unrepenta...
Presenter
Nick Batik
Started in web development in 1994 and
have been a WordPress consultant, and
web developer since 2007...
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Structuring Processes and Workflows for Your WordPress Business

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As a WordPress freelancer, you can often find processes for developing a theme or setting up a development server. However, our community rarely discusses how a WordPress Consultant can identify those areas of our business that need process improvement. This interactive workshop examines the steps to identifying workflow patterns and develop repeatable business processes. As a group, we will discuss how to identify and prioritize your WordPress Consulting business’ goals and objectives. We will look at how you document your current business processes, and how to identify significant variations (process gaps) in your workflow that may be affecting your productivity and profitability. Bring your specific workflow issue and we will look at ways to develop a repeatable process that will align with the organization's goals and objectives.

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Structuring Processes and Workflows for Your WordPress Business

  1. 1. Structuring Processes and Workflows for Your WordPress Business Austin WordPress Meetup May 09, 2016 Presented By Sandi Batik & Nick Batik
  2. 2. What We’ll Cover Processes and Workflow • What is it? • Why you need them • Getting Started • Class Exercise
  3. 3. Who is this for? Scaling Make the same amount of money doing less work Do the same amount of work and make more money Scale completely
  4. 4. What is a process? A set of activities (steps) that accomplish a specific task
  5. 5. What is Workflow? Workflow is the series of processes to accomplish a project or goal.
  6. 6. Start Now!
  7. 7. Documenting and Taking Notes
  8. 8. How Are You Doing It Right Now? What’s Working?
  9. 9. How Are You Doing It Right Now? What’s Not?
  10. 10. The Power of the Checklist Say what you are going to do, Then do it.
  11. 11. The Checklist Manifesto: How to Get Things Right by Atul Gawande
  12. 12. Make it Repeatable / Transferable
  13. 13. If you die in a fiery wreck…
  14. 14. It should match your values If your value is “quality” then having a process focused on “speed” is not congruent
  15. 15. Make it robust
  16. 16. Dog-fooding Use your own service, product, and processes
  17. 17. Keep it Simple No, really. A simple process will be followed; a complex one will be skipped
  18. 18. Gather information How well is it working?
  19. 19. Track Progress How are customers reacting? employees? team members?
  20. 20. Elicit feedback
  21. 21. Find commonaliti es Develop similar Step-by- step approach for each process
  22. 22. Post-mortem Review the process after each use: Sometime you change Sometimes your product / service changes Sometimes you learn something new
  23. 23. Iterate A process is only a process if you can repeat it.
  24. 24. First Steps Get started now: ▪ Documenting ▪ Brainstorming
  25. 25. Pay attention to pain points These are the best place to try a new process
  26. 26. Write down a checklist No, not like this…
  27. 27. Keep tracking watch for easy thing to fix
  28. 28. Thought experiment If your Fairy Godmother could take away one frustration… what would you ask for? Start there.
  29. 29. Sharing and Feedback Ask your clients: Did I explain my process well? Did I follow it?
  30. 30. Exercises
  31. 31. Presenter Sandi Batik WordPress evangelist, consultant, trainer, curricula developer, author, unapologetic geek, unrepentant capitalist, lucky enough to do what I love everyday. I’ve served as Austin WordPress Meetup co-organizer since 2010. With my husband Nick Batik, co-founded Pleiades Publishing Services in 1992 and Hands-On WordPress Training in 2010. Follow me @sandi_batik / @WPATX Contact me at: handsonwp.com https://www.linkedin.com/in/hsandracheva lierbatik
  32. 32. Presenter Nick Batik Started in web development in 1994 and have been a WordPress consultant, and web developer since 2007. A WordPress evangelist, I’ve served as Austin WordPress Meetup co-organizer since 2010. With my partner, co-founded Pleiades Publishing Services in 1992 and Hands-On WordPress Training in 2010. Follow me @nick_batik / @WPATX Contact me at: handsonwp.com https://www.linkedin.com/in/nicholasbatik

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