Struggling to create a process? You’re not alone.
Companies lose 20-30% of their annual revenue due to inefficient processes.
And that’s freaking HUGE!
Many of my clients and prospects ask me, “Juliana, how can I create processes for my business?” Or I sometimes get, “How can I improve the processes I already have?”
I advise: Rip those layers of red tape must-dos and GET SH$T DONE.
Processing a process is way more than having repeatable systems in place and that super-strong desire to document.
It’s the meta process of your business. It’s how you take the core part of your business and make it effective and efficient.
At ScaleTime, we understand you need super-awesome systems. And you need super-super-awesome processes to help your systems level up.
To unlock opportunities for efficient, effective and quality scaling, we use the following five pillars.
So, brace yourselves for the grand reveal of our killer five-stage approach that works for us every time and will work for you too.
1. Workflows
First, you need workflows. These are the repeatable steps that you need to keep track of your projects. They’re fantastic at giving you a bird’s eye view of the core part of your business.
So you can track a document easily. But workflows? That’s a different animal altogether.
Creating a workflow process for your business is a checklist that lives in your project management systems and CRMs, helping you track the work being done. This lets you breathe more easily because you can see the workload, capacity, and deadlines.
Think of the workflow as aides you need to define the people and technologies involved in the processes. And creating them is nothing less than an art – because your processes’ beautiful execution begins with the rightly crafted workflows.
2. Tech Stack
When creating business processes, you need to be skilled at leveraging technology. Because at the end of the day, it’s about collaboration. No matter where your team is, you need that collaboration to be visible and trackable.
The main things in your tech stack should be:
- Project manager
- CRM
- Accounting software
- Scheduler
- Password protector
Your tech stack should include technology that creates efficiencies, streamlines communication and automates specific tasks so that your business can focus on high-level stuff.
3. Documents
How in the world can you delegate things quickly when there’s so much to do?
Through documents.
These are the support assets you need so that you are not reinventing the wheel.
This step of the process includes spreadsheets, decks, screencasts, screenshots, client documents, agendas, and all the information that helps you get into the nitty-gritty of the workflows.
It’s your key to faster delegation and to enable people to ramp up quickly.
4. Training
Remember that your business process is agile. You won’t have the same processes when you’re a $1 million business vs. a $5 million company.
As your business scales, it changes everything — from sales to production, from project management to the people involved. You need dynamic instructions to teach people how to perform tasks and reach levels of excellence.
This is where training helps.
It ensures you don’t get stuck in a rut and enables you to innovate and ramp up confidently.
5. Metrics
Metrics are the numbers that measure the efficacy of the processes.
Right Measurement = High Profit.
Understand and measure the key performance metrics for your business’s core part:
- Metrics
- Outcomes
- Time a process is taking
- People’s performance
This will help you drive results and profits.
So, there you have it: the roadmap to successful processes.
But, hey, when you have stunning processes in place, remember to keep optimizing and updating them.
Treat them the same way you treat your marketing campaigns or product launches. Because sustaining successful processes is as important as creating them.
Repeat After Me: Your Meta Process Is A FIVE-STAGE Approach Involving:
- Workflows
- Tech Stack
- Documents
- Training
- Metrics
Go ahead, rock it.
If you have any questions, feel free to reach out to me.
I’d love to know how you optimize your processes and which processes cause you the most headaches.
And if you’ve crushed it in a process, I’d love to know that as well.
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