The document addresses the importance of defining and documenting processes within a growing team to enhance efficiency and morale. It outlines steps for developing a streamlined process, including team discussions to identify issues and improvements, and emphasizes the need for a designated process leader. Regular reviews and updates of the processes are also advocated to ensure their continued relevance and effectiveness.

1. Untangle The
Mess In Your
Team’s Process
prepared for
FITC Toronto 2015

2. Hello.

3. Who Am I?

6. I worked at a
total of
17 studios

8. What’s The
Problem?

11. When you're small,
a process can live
in your head.
(But how does that translate to
10, 20, 50, even 100 people?)

12. 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!)

13. Why Follow
A Process?

14. Defines the roles
of your team

15. Defines what is
to be expected
of each role

16. Defines how
work gets done

17. Develops a
work ethic

18. Increases
morale

19. Helps establish
a culture

20. Keeps You
DRY!!!!!

21. Don’t
Repeat
Yourself

22. We Can Learn
From Other
Industries

25. Where Do
We Start?

26. Do a few
bitch sessions.
(Get some 6packs, gather
the team or segments
of the team, and talk)

27. Don’t Do It
All In The Same
Day Or Week.

28. Session #1: Write
down everything
going wrong.
(Rip that fucking bandaid off!!!)

29. Session #2: Write
down everything
that is going right.
(NOT what is going wrong)

30. Session #3: Write
down everything
you'd like to see
working better.
(In a perfect world we should…)

31. Plan The
Process!

32. Document
EVERYTHING
you can.
(Edit Shit Later)

33. Include the
input of the
whole team

34. Define some
tools but give
some freedom.

36. Designate a
process leader
(steward of the process)

38. Write It All In a
Wiki or Docs

41. Define Checklists
(When Appropriate)

43. Use Video!

44. So What
Processes Should
You Define?

45. Production
Process

46. Creative
Process

47. Technology
Process

48. Client Services
Process

49. Leadership &
Management
Process

50. Human
Resources

51. Marketing
Process

52. New Business &
Sales Process

53. Finance
Process

54. Share The
Process!

55. Internally, build
an Intranet.

58. Externally, build
a Client Portal.

61. Have a new
employee
orientation
process!

64. Evolve The
Process!

65. Edit, Edit, Edit

66. Don’t worry about
naysayers, but
listen to the
moans and groans.

67. REVIEW
EVERY 6
MONTHS

68. Every 5 years,
trash it and
start over
(The words of Rick Webb)

69. NOW GO
DO IT!

72. Bye. Bye.
daniel@markandphil.com
@schutzsmith