Managing 

The Process
By Daniel Schutzsmith
@schutzsmith
Hello.
Who Are You?
Developer 

Or Designer
Manager Or 

Team Lead
Student 

Or Teacher
One Person Shop
One Person Shop
Who Am I?
What’s The
Problem?
When you're small,
a process can live
in your head.
(But how does that translate to 

10, 20, 50, even 100 people?)
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!)
Why Follow
A Process?
Defines the roles
of your team
Defines what is to
be expected 

of each role
Defines how work
gets done
Develops a 

work ethic
Increases
morale
Helps establish 

a culture
Keeps You
DRY!!!!!
Don’t 

Repeat 

Yourself
We Can Learn From
Other Industries
Where Do
We Start?
Designate a
process leader
(steward of the process)
Define What 

You Know
Define What 

You DO NOT Know
So What Processes
Should You Define?
Production
Process
Creative 

Process
Technology
Process
Client Services
Process
Leadership &
Management
Process
Human 

Resources
Marketing Process
New Business &
Sales Process
Finance
Process
Plan The
Process!
Document
EVERYTHING 

you can. 

(Edit Shit Later)
Write It All In a
Wiki or Docs
Gollum
Define some tools
but give some
freedom.
Define Checklists
(When Appropriate)
Use Video!
Include the 

input of the whole
team
Share The
Process!
Internally, build an
Intranet.
Externally, build a
Client Portal.
Have a new 

team member
orientation
process!
Evolve The
Process!
Edit, Edit, Edit
Don’t worry about
naysayers, but
listen to the moans
and groans.
REVIEW

EVERY 6 MONTHS
Every 5 years,
trash it and 

start over 

(The words of Rick Webb, Barbarian
Group)
NOW GO
DO IT!
Bye. Bye.
daniel@markandphil.com

@schutzsmith

Managing The Process