How to Define the Processes in your Business

How to Define the Processes in your Business

As your business grows, it's easy to get caught up in the day-to-day grind without taking the time to document your processes.

Before you know it, your entire operation relies on you and a few key team members.

Sound familiar?

I've been there, and I know how stressful and unpredictable it can become.

But don't worry, I'm here to share my proven process for defining your business processes step-by-step.


If you want the quick and dirty version of this, check out my video on How to Define the Processes in your Business!

?

Step 1 - Ask the Right Questions

The first step is to start asking your key players the right questions.

How do we currently onboard new customers? What are the broad strokes of how things operate?

Don't be afraid to dig deep and get the exact step-by-step process from your team.

?

Step 2 - Record Processes with Loom

Once you've asked the questions, have your team record a screencast of how they actually execute the process using a tool like Loom.

This allows you to fold time and see if there are any disconnects between what is described and what actually happens.

?

Step 3 - Review and Fix Broken Processes

With the documented processes in hand, it's review time!

Identify areas where steps can be combined, automated, or removed entirely.

This is where a fresh set of eyes can be invaluable for streamlining workflows.

?

Step 4 - Document and Centralize Processes

The final step is crystallizing those optimized processes into a centralized documentation hub that everyone can access.

No more relying on team members' brains or bugging people after hours!

?

By taking the time to document your processes now, you'll create a predictable business that can scale with ease.

?

It's an investment that pays dividends down the road in terms of consistency, efficiency and less stress.

So what are you waiting for? Start asking those questions and recording processes today!?


Are you struggling with defining processes in your business?? DM me “PROCESS” on Instagram and I’ll send you one of my process templates!


Stay tuned for more quick and practical operations tips. Until next time!


要查看或添加评论,请登录

Alyson Caffrey的更多文章

  • Pros use checklists

    Pros use checklists

    We’ve been watching the Formula 1 show on Netflix recently. And something about the pit crews really stood out to me.

    3 条评论
  • Frenemies

    Frenemies

    The lyrical poet Kendrick Lamar once said: “It was always me versus the world. Until I found it’s me versus me.

  • Unfinished Business

    Unfinished Business

    As business owners, we’re in the business of open loops… Unfinished business. Whether you’re building your first…

    3 条评论
  • Passing go

    Passing go

    When I was a kid I really did not like Monopoly. It felt like the odds were stacked against whoever didn't get…

  • Answering questions

    Answering questions

    One of the foundational elements of any well-oiled business… One that operates well… Is being able to answer the right…

    4 条评论
  • Measure morale

    Measure morale

    Last weekend I got a message from a client. She told me that she was shutting her computer for two weeks to go on…

  • Productivity is a vanity metric

    Productivity is a vanity metric

    Almost 4 years ago when I became a mom… I really struggled with it. Not because I didn’t love my new baby.

  • Glitter is tough to get off

    Glitter is tough to get off

    When I first started working out of college, I was hired as an Executive Assistant. I had no idea what I wanted to do…

  • Going pro

    Going pro

    Until I was about 5 years into working for myself… I didn’t believe I could actually do it. Starting a business out of…

    2 条评论
  • Things I won’t share

    Things I won’t share

    Recently I went through the process of defining a personal brand. It was a painful(ish) process like anything worth…

社区洞察

其他会员也浏览了