1. Goal Setting 🎯

Set clear goals for each task in a process and determine the desired outcomes. Use SMART framework to assist you:

2. Plan 📝

Jot down what resources you need. Who does what and when? What tools are necessary? And any other important element.

3. Assign Tasks 🫵

Determine which tasks employees will manage and which can be automated.

4. Test the process 📆

Conduct a trial run to identify mistakes and discrepancies early, allowing for necessary adjustments.

5. Implement ✅

Get your process up and running!

6. Track Results, Assess Outcomes, and Make Adjustments 📈

Inefficient processes can cost your business money while wasting resources and time. Tasks may be duplicated, neglected, or result in missed deadlines.

7. Repeat at scale 🔁

Almost every aspect of your organization should involve a business process. Once a gold standard process has been identified, implement it on a larger scale.