SHUT UP! …and process it

• Private Equity Investor

• Digital Strategies and SEO for 7+ Years

• Owner of multiple 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

• Documentation

• Written Documentation

• 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 education

• Time consuming

• Users misinterpretation

DOWNSIDE to processing…

• No creativity

• Stolen processes

• Other priorities!

• Sunken cost

OBJECTIONS to processes…

CREATING a process…

Dropbox: Cannot section teams

Wiki: Small coding knowledge needed

Wordpress: Expensive and specialising

Google Docs: Ease to use

Google Docs: Why…

• Start by working backwards

• Title: Key Objective / goal?

• Description: Target Justification & Reasons

• KPI: Individual or Team Target

STEP 1: Desired Outcome…

• Break down Core Stages

• Less is easier and better

• 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

• Description: 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 navigation for Processes with multiple Process Documents

• TIP: Add these navigations to pages that serve like a ‘Contents Page’ for the department

STEP 7: Easy Navigation…

• 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: Converting Blog Content to HTML

• Copy: ‘File’ -> ‘Make a Copy’

• Link: www.grantmerriel.com/process-example

COPY IT and keep creating…