Documenting Business Processes

Whether you are a business owner or an employee, you likely use a number of business processes every day. This means going through the same steps for doing specific tasks (i.e. generating reports, processing invoices, communicating with new leads, etc). Business processes are designed to streamline the way you and your team work. Putting business processes in place and following a set of thought out steps is helpful when training new employees, and will also result in fewer errors, less duplicated work, and overall efficiency and satisfaction for employees and customers. With so many tasks at hand you’ve probably also experienced the results of inefficient processes, which can wreak havoc on a business, its employees and its customers. For that reason, it is important to regularly review business processes and make improvements when they are not working well.   Follow these steps for documenting and reviewing your business processes:   1. Map the process First you have to write everything down. Document each step of the task. A flowchart is helpful for this because it allows you to see the steps visually. It’s important think about the details of each phase and to include every sub task, even the minor ones. You may also want to consult your staff who regularly use the process to make sure nothing is left out.   2. Analyze the process Use your map or flowchart to pinpoint potential problems in the system. Think about these questions: Which steps might cause frustration from employees or customers? Do any steps create a bottleneck and/or delays? Which steps require the most amount of time? Where can...

Setting Goals and Getting Organized for the New Year

The beginning of a new year marks a fresh start. In addition to setting goals for myself for the year ahead, which I prefer over the term “resolutions” that seem to fail after a month or two, I always get the urge to clean and re-organize, purging my house of unnecessary items and bringing back a sense of order after the chaos of the holidays. The same mentality can be applied to your business! Setting goals that are smart and attainable for your business and decluttering your mind and work space are key to being productive. Here are some guidelines we recommend that will help you set goals and get organized in the new year:   Declutter Tidy up your work space by filing papers and archiving digital documents. Throw away unnecessary clutter (mail, magazines, catalogs, etc) and invest in some organizing bins so you always have a place to put things. “A place for everything and everything in its place” is a motto I live by! Starting the year off in a clean, organized space will give you that “fresh start feel” we’re talking about.   Set the bar high (but not too high) Goals should move your business forward but setting realistic goals is critical for success. If your goals are too difficult, you’ll be frustrated when they aren’t met. If they are too easy, your business could go stagnant. To achieve the most, you want to set goals that are high but reachable.   Be specific Setting goals that are specific and in line with the big picture of your business will be more effective than...