This document discusses the importance of processes and provides tips for creating effective processes. It recommends using Google Docs to document processes due to its ease of use. A step-by-step approach is outlined, including defining the desired outcome, laying out the process elements, testing the process, and scheduling routine execution of processes. Flow charts are suggested for visually organizing processes. Overall, the document advocates for establishing standardized processes to improve efficiency, scalability, and accountability across organizations.

1. SHUT
UP!
…and
process
it

2. • Private
Equity
Investor
• Digital
Strategies
and
SEO
for
7+
Years
• Owner
of
mulDple
businesses
• University
Degree:
Entrepreneurship
ME:
Grant
Merriel…

3. PROCESS
What
/
Why
How
Secrets
Examples
WHAT’S
in
store…

4. WHAT
/
WHY
process…

5. • Processes
• SOP
• Procedures
• Manuals
NAMES
of
processes…
• Training
Resources
• To-­‐Do’s
• Tasks
• DocumentaDon

6. • WriTen
DocumentaDon
• Explain,
support
and
guide
• Establishes
accountability
• Applicable
to
everything
DEFINITION
of
a
process…

7. • On-­‐Page
SEO
• Link
Building
• Social
Media
• Content
Publishing
WHAT
TO
process…
• Keyword
Research
• New
Hiring
• Bookkeeping
• New
Client
Setup

8. • Reduces
resource
wastage
• Shows
inefficiencies
• Adapts
to
change
quickly
• SCALABILITY!!!
BENEFITS
to
processes…

9. • Removing
variables
• Systemizing
years
of
educaDon
• Time
consuming
• Users
misinterpretaDon
DOWNSIDE
to
processing…

10. • No
creaDvity
• Stolen
processes
• Other
prioriDes!
• Sunken
cost
OBJECTIONS
to
processes…

11. CREATING
a
process…

12.
Dropbox:
Cannot
secDon
teams
Wiki:
Small
coding
knowledge
needed
Wordpress:
Expensive
and
specialising
Google
Docs:
Ease
to
use
Google
Docs:
Why…

13. • Start
by
working
backwards
• Title:
Key
ObjecDve
/
goal?
• Descrip5on:
Target
JusDficaDon
&
Reasons
• KPI:
Individual
or
Team
Target
STEP
1:
Desired
Outcome…

14. • Break
down
Core
Stages
• Less
is
easier
and
beTer
• Process
easy
to
follow
STEP
2:
Layout
Elements…

15. • Do
NOT
detail
each
step
• 5
to
10
words
each
point
• Add
points
you
missed
STEP
3:
Step
Out
Each
Element…

16. • Do
process
yourself
• Find
missed
points
• Fix
inefficiencies
• Test
against
KPI’s
STEP
4:
Test
it…

17. • Only
when
tests
are
successful!
• Follow
the
“Process
Step
Structure”
layout
• TIP:
Screenshot
/
Image
for
every
step
STEP
5:
Process
it!…

18. • Heading:
Outlines
step
in
a
sentence
• Descrip5on:
Details
of
step
and
benefit
• Image:
Quick
point
of
reference
BONUS:
Process
Step
Structure…

19. • Another
member
to
test
• Suggest
improvements
• Note
mistakes
/
misunderstanding
• Try
to
achieve
KPI’s
STEP
6:
Test
it,
AGAIN…

20. • Easy
navigaDon
for
Processes
with
mulDple
Process
Documents
• TIP:
Add
these
navigaDons
to
pages
that
serve
like
a
‘Contents
Page’
for
the
department
STEP
7:
Easy
NavigaDon…

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. SECRETS
of
processing…

23. • Use
Google
Calendar
• Colour
for
each
department
• Sync
with
teams
emails
• Schedule
repeated
processes
SCHEDULE
with
Calendars…

24. • Core
Dashboard
• Departmentalize
• Segment
access
ORGANISING
processes…

25. • Quick
to
visualise
• Easy
to
understand
• Link
to
individual
documents
FLOW
CHART
processes…

26. EXAMPLE
of
processes…

27. • Process:
ConverDng
Blog
Content
to
HTML
• Copy:
‘File’
-­‐>
‘Make
a
Copy’
• Link:
www.grantmerriel.com/process-­‐example
COPY
IT
and
keep
creaDng…