SHUT  UP!  …and  process  it  

•  Private  Equity  Investor  •  Digital  Strategies  and  SEO  for  7+  Years  •  Owner  of  mulDple  businesses  •  University  Degree:  Entrepreneurship  

ME:  Grant  Merriel…  

PROCESS  

What  /  Why    

How  

Secrets  

Examples  

WHAT’S  in  store…  

WHAT  /  WHY  process…  

•  Processes  •  SOP  •  Procedures  •  Manuals  

NAMES  of  processes…  

•  Training  Resources  •  To-­‐Do’s  •  Tasks  •  DocumentaDon  

•  WriTen  DocumentaDon    •  Explain,  support  and  guide  •  Establishes  accountability  •  Applicable  to  everything  

DEFINITION  of  a  process…  

•  On-­‐Page  SEO  •  Link  Building  •  Social  Media  •  Content  Publishing  

WHAT  TO  process…  

•  Keyword  Research  •  New  Hiring  •  Bookkeeping  •  New  Client  Setup  

•  Reduces  resource  wastage  •  Shows  inefficiencies  •  Adapts  to  change  quickly  •  SCALABILITY!!!  

BENEFITS  to  processes…  

•  Removing  variables  •  Systemizing  years  of  educaDon  •  Time  consuming  •  Users  misinterpretaDon  

DOWNSIDE  to  processing…  

•  No  creaDvity  •  Stolen  processes  •  Other  prioriDes!  •  Sunken  cost  

OBJECTIONS  to  processes…  

CREATING  a  process…  

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

Google  Docs:  Why…  

•  Start  by  working  backwards  •  Title:  Key  ObjecDve  /  goal?  •  Descrip5on:  Target  JusDficaDon  &  Reasons  •  KPI:  Individual  or  Team  Target  

STEP  1:  Desired  Outcome…  

•  Break  down  Core  Stages  •  Less  is  easier  and  beTer  •  Process  easy  to  follow  

STEP  2:  Layout  Elements…  

•  Do  NOT  detail  each  step  •  5  to  10  words  each  point  •  Add  points  you  missed  

STEP  3:  Step  Out  Each  Element…  

•  Do  process  yourself  •  Find  missed  points  •  Fix  inefficiencies  •  Test  against  KPI’s  

STEP  4:  Test  it…  

•  Only  when  tests  are  successful!  •  Follow  the  “Process  Step  Structure”  layout  •  TIP:  Screenshot  /  Image  for  every  step  

STEP  5:  Process  it!…  

•  Heading:  Outlines  step  in  a  sentence  •  Descrip5on:  Details  of  step  and  benefit  •  Image:  Quick  point  of  reference  

BONUS:  Process  Step  Structure…  

•  Another  member  to  test  •  Suggest  improvements  •  Note  mistakes  /  misunderstanding  •  Try  to  achieve  KPI’s  

STEP  6:  Test  it,  AGAIN…  

•  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…  

•  When  is  the  process  to  be  completed?  •  Daily?  Weekly?  9:00am?  Monthly?  Yearly?  •  TIP:  Create  schedules  for  each  department  

STEP  8:  Schedule  &  Execute…  

SECRETS  of  processing…  

•  Use  Google  Calendar  •  Colour  for  each  department  •  Sync  with  teams  emails  •  Schedule  repeated  processes  

SCHEDULE  with  Calendars…  

•  Core  Dashboard  •  Departmentalize  •  Segment  access  

ORGANISING  processes…  

•  Quick  to  visualise  •  Easy  to  understand  •  Link  to  individual  documents  

FLOW  CHART  processes…  

EXAMPLE  of  processes…  

•  Process:  ConverDng  Blog  Content  to  HTML  •  Copy:  ‘File’  -­‐>  ‘Make  a  Copy’  •  Link:  www.grantmerriel.com/process-­‐example  

COPY  IT  and  keep  creaDng…