Good
Morning.
Thanks 

to TWG!
Outline For
Today
An extension of
my process talk.
With guests
sharing their
process secrets.
Plus a bit of
group therapy.
THE ULTIMATE GOAL
Leave with a 

plan of action!
Who Am I?
I worked at a
total of 

17 studios
Who Are You?
Draw Your Favorite
Childhood Toy
With Your 

Odd Hand.
1. First Name
2. Hometown
3. Job Title
4. Company
5. Process Pain Point
What’s The
Problem?
We don’t have a
defined process
for our business.
(Or we have a really loose one.)
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 Is
Process
Important?
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
Increases
revenue
Keeps You
DRY!!!!!
Don’t 

Repeat 

Yourself
ACTIVITY #1
Write down 3 goals
that you want to
achieve through
process.
5 Minute
Break
The Importance of
a Process Team
with Hoss Gifford
The pirate years
The pirate years
The pirate years
Joining
the navy
A problem
of scale
Annus
horribilis
A problem
of scale
Solo
Superstar
Solo
Superstar
A team
game
A team
game
Another
team
game
ACTIVITY #2
Write down who will
be on your process
dream team.
Designate a
process leader
(steward of the process)
Lunch
(1 Hour)
ACTIVITY #3
Defining Your
Brand Pyramid

with Jason Theodor
ACTIVITY #4
Managing 

Project Flow

with Caroline McGregor
Tools For 

The Process
Write It All In a
Wiki or Docs
Gollum
Define some
tools but give
some freedom.
Define Checklists
(When Appropriate)
Use Video!
Take My Default
Document
ACTIVITY #5
Choose the Tools
You’ll Use to Define
Your Process
1. Choose the tools
you’ll use.
2.Who will set it up?
3.Who will be in charge
of maintaining it?
Customizing 

Your Process
with Tom Walsham
ACTIVITY #6
Define The
Methodologies 

For Your Process
Plan The
Documentation
Document
EVERYTHING 

you can. 

(Edit Shit Later)
Decide What
Processes 

You’ll Need 

to Document
Production
Process
Creative 

Process
Technology
Process
Quality
Assurance
Process
Client Services
Process
Leadership &
Management
Process
Human 

Resources
Marketing
Process
New Business &
Sales Process
Finance
Process
Include the 

input of the
whole team
Don’t worry about
naysayers, but
listen to the
moans and groans.
ACTIVITY #7
Create a Calendar
to Define 

Your Process
Set some hard
deadlines and
recurring meeting
times with your
dream team.
At least plan a few 

process team
sessions.
(Get some 6packs, gather 

the team, and talk)
Don’t Do It 

All In The Same
Day Or Week.
Session #1: Write
down everything
going wrong. 

(Rip the bandaid off!!!)
Session #2: Write
down everything
that is going right.

(NOT what is going wrong)
Session #3: Write
down everything
you'd like to see
working better.

(In a perfect world we should…)
Where Do We
Go From Here?
Internally, build
an Intranet.
Externally, build
a Client Portal.
Have a new 

team member
orientation
process!
Evolve The
Process!
Edit, Edit, Edit
REVIEW

EVERY 6
MONTHS
Every 5 years,
trash it and 

start over 

(The words of Rick Webb,
Barbarian Group)
NOW GO
DO IT!
Thank You!
daniel@digitalempire.io

@schutzsmith

Process