Document Your Standard Processes

In business, I’m sure you have many tasks that need to be completed. Sometimes the tasks are completed consistently, and other times not so consistently due to certain factors. For example, following up on leads.

Some reasons for not consistently following up on leads could be due to:

  • Not having the time
  • Not sure what to say or offer – what to cover in a follow up call
  • Being afraid of getting  “No thanks.”
  • No standards set up as to when a follow up needs to be made (time frame)

Setting standard processes around tasks will provide the following benefits:

  • Increase consistency
  • Set expectations for yourself and other in your business
  • Reduce procrastination and time wasting
  • Delivering a product or service to the standard you expect
  • Cross training others in your business

So what tasks should you create a standard process for? A standard process can be created for tasks that are performed more than once.

Make a list of tasks completed daily, weekly, monthly, quarterly and yearly.

Examples of tasks performed in your business could be:

  • Following up leads
  • Running a weekly sales meeting
  • Adding new leads to the database
  • Creating a quote
  • Invoicing a client

Start with bullet pointing each step of the process and then create the content for each bullet point. Make sure to add timelines in the steps where it’s valid so that the question of “when do I do this? is answered. You can also add diagrams as visuals that can clarity steps as well as checklists.

Make it your intention to create at least one standard process for your business each week. 

EmpowerBeyond – Business Performance Solutons, focusing on people, process, products and services and improving productivity and cash flow