To help you organize your remote team, it would be very effective if you create processes. These processes can help you stay on target with tasks, financial management, team management, and so many more ways.
In my business, my remote team uses processes throughout my business. We also document our processes which is great for when new team members are added. This way, they can learn how we do things quickly and easily.
Step 1: Discover what needs to be organized into processes
When you assess your business to see what can be made into a process, remember to create a process checklist. According to Continu…
In the initial stages, determining which tasks and projects are ideal for process documentation requires a certain amount of careful observation and, where possible, measurement.
Below are 3 quick steps you can do in order to discover what can be a process in your business.
- Take time right now to stop, think, and create a list of tasks that you do on a daily basis. Start with a list of 10 – 15 tasks.
- Once you have the list, review it and downsize it to just 5 – 10 tasks that you do on a consistent, daily basis.
- Now use this list as your starting point of what you will include when you create daily processes.
Step 2. Define how the processes will be handled
In the last step, the list that you compiled with 5 – 10 task is where you will begin for this step. Now that you have this list, you are ready to create processes and determine how they will be handled.
When I document a process, I like to have a master tracking spreadsheet where I can keep up with all of the basic details about my processes. In this spreadsheet, the columns that I track are:
- Process #: assigning a number helps to keep things organized
- Title: helps to know what the document is about
- Description: further explains what’s included in the document
- Creation date: the initial date the document was created
- Last updated date: the last time the document was updated
- Status: pertains to the status of the document – in progress, ready for approval, approved, distributed
- Link to Process documentation: link to the actual document
- Notes: any general information that needs to be included about the document
This simple way of tracking your process documentation is a great way to get and stay organized. It can also help boost your productivity if you can easily access your documentation from the master tracking spreadsheet.
Step 3: Document as you create processes
Document, document, document, did I say document yet? When it comes to processes, it’s essential that you document all of your processes. When we document our processes, we use the GSuite application such as Google Drive, Docs, Sheets, and Slides. Each of these helps us create processes that streamline the business.
Step 4: Distribute details about the processes
To distribute processes, we use Basecamp because, within each project, we can add links to the documents kept in Google Drive. Also, to help keep the file organized, we can create folders in the Docs & Links section of each project. By creating folders, it helps us form an easy way to locate documents.
Step 5. Determine how processes will be managed
Using Basecamp to manage our processes helps us create an efficient way to flow through our work day. Storing our processes in the same place is time-saving and saves the effort of hunting down processes. We can look within a project and find out what the expected way to do specific tasks. It is especially helpful when training new team members.
In closing, it’s very smart to create processes because they can help boost your productivity with an organized workflow. If you would like to learn more about remote team building, just check out our blog post about Explore Unique Ways To Manage A Remote Team and Top Amazing Solutions To your Remote Team Building Questions.