Recently, Petra Coach presented a webinar, Incorporating a Process Culture into Your Business with Chris Ronzio.
You can find the full recording below.
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Top Takeaways
About Trainual
Since the launch of Trainual, people from over 25,000 companies logging in from 193 countries documented millions of policies and processes.
Book Recommendation: The Business Playbook by Chris Ronzio
Do It. Document It. Delegate It.
3 Important Principles
Principle #1:
Don’t write the way, until there’s a right way.
- 50-80% of the processes in your business should be documented.
Principle #2:
If you don’t capture their knowledge, you are renting their salaries.
Principle #3:
To grow, you much let go.
- If you can’t let go/delegate, you can’t take on new responsibilities.
Where to Get Started
Your Company Profile
What to Document First:
- Welcome to the Company
- Mission, Vision, Values
- Founding Story
- Company Timeline
- Your Menu
- Your Business Model
Who’s Who and Who Does What?
“Whatever you do, just don’t do what I do.” -Montell Jordan
Business Translation: Everyone has their “front of the stage” tasks in every position in the company, and everything else is just support
Fill Out Your Responsibility Matrix
- Each day, week, month, quarter and year
- Last 2 weeks of sent mail
- Calendar review
- Other apps
The Rules of Your Workplace
- Legal Policies
- Benefits
- Cultural Norms
- What exists at your company that might be strange at someone else’s company?
If you’re looking for more unique ideas for your organization:
Doing Things the Same Way Every Time
Where to Start First:
- What is done most often
- What is done by the most people
- What are you handing off next?
Tips:
- Don’t document alone
- Process owners
- New hires
- Cross-departments
Want more content like this? Chris is one of the guest speakers for our upcoming Ascent Event! Register your team today!
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