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Practical Process

We offer full framework consultation or you may need assistance with just one area. Please contact us for information on how we may assist you with managing your practical business processes.


We offer additional support to help you maintain the processes that you have developed.  Please visit our Support page for more information.

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Raise The Bar with Your Practical Processes

Leijun Campbell - Wednesday, October 19, 2016



No sooner do businesses open their doors or offer services and they are already looking to the future growth and scale of the business. Most likely the owner/founder is aware of all the responsibilities and tasks that need to be managed. They may even delegate some of these responsibilities. As they look to future growth they may also look into financing. All of these are important to a strong business, however, to have a strong foundation built for that business is best. Remember that your company will never grow to be bigger than the strength of its practical processes.


Solid processes offer a systemic approach to operating the business as well as a more organized business creating less chaos at growth time. Here are a few steps to creating a process for each area of your business.


1. Better out than in


Get all of that information about your business and how to run it out of your head and down on paper or recorded digitally. Include everything that you can think of to establish the basis for a manual format (this will serve as your company’s operations manual).


2. Start things right on Day One, not later


Think back to Day One. Think of of the steps/procedures it took to get the business running (most importantly, the procedures that are done regularly and that are vital to the business). You need to refer back to your Day One philosophy on every procedure.


3. Shadow yourself


Start writing down every literal step you take a given day running the business. Take time to “shadow” yourself; it will be frustrating but well worth it. An intern can also help you establish these processes. Hiring someone who is interested in your type of business creates a win-win situation.


4. Fear the worst, Hope for the best


Think of any possible problems that could come up, identify those specific to your company and develop a process for dealing with them. Include these issues and concerns in your eventual Operations Manual.


5. Ask for help


If you are a solopreneur, ask a friend that you know will provide sound, objective advice; if you have a manager or employee ask them to review the information you have and provide feedback. It is possible that you missed something or they may have information to add.


6. Sharing is caring


Create and share your processes or the full Operations Manual you have now created. If you are a solopreneur you will now be ready when growth happens.



Infographic: Four Practical Processes for Your Business

Leijun Campbell - Tuesday, September 27, 2016


Operations Management, Sales & Marketing, Financial Management and Talent Management are the four practical processes your business needs to establish from the beginning. See above for how these apply to your company and email if we can help you in any way.

Taking Stock of What You Have: The Need for Process

Leijun Campbell - Friday, September 16, 2016

In any Small Business, there is a prevalent set of business processes that must exist for a strong foundation. These practical processes provide more than a set of rules for you and your employees, but help create and solidify the consistency, efficiency and innovation of your company.



Here are four essential examples.

1) Of course the goal of a business is to make money; therefore, you need a strong process for your Financial Management. The size of your small business/solo venture will determine how extensive this will need to be. Take the initial steps of setting up a company bank account, ordering a company credit card, choosing your bookkeeping software, creating a budget and documenting your financial procedures. Using the right technology combined with the right professionals allows you to automate this process for the most accurate results, and knowing the amount of assets, liabilities and equity your company has equips you to make smarter financial decisions.


2) In order to keep the cash flowing, every business needs to utilize a Sales & Marketing process to keep their name in front of potential clients/customers and service then in good standing. Develop your brand through a mix of traditional approaches and digital practices with a decidedly personal touch; your customers and clients want to know that they matter and that the information you provide benefits them beyond the product or service. For sales, create and maintain a schedule of measurable objectives, goals, benchmarks and checkpoints along with specific procedures for documenting new and current clients. However, give yourself and your sales staff the flexibility to adjust the process if something isn’t working.


3) At some point even the solopreneur will find the need for outside help, and for those small businesses that rely on employees, a proficient process for dealing with Talent Management will help ensure less problems. If you haven’t already, create an employee handbook and//or specific orientation process for every new hire. Provide opportunities for professional development and training as often as you can, so that all team members feel invested in the company, no matter how small or large their role actually is. Have weekly, monthly or quarterly “all-staff” meetings as well as an open door policy for feedback and evaluations. Many employees desire to know how they are performing in their position, but often feel too afraid to ask.


4) Finally, your company must have an exhaustive Operations Management process that makes everything flow together, bringing all of the above into your products, the who, what, when and even why to your business. Establish essential daily operation policies for employee benefits and sick leave/vacation time, create company objectives and select and cultivate healthy relationships with your vendors. If need be, hire a reliable, coachable and client-oriented operations manager.


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Evaluating Your Company's Financial Health: Financial Management Tips Part 2

Leijun Campbell - Thursday, August 25, 2016

Last time, we provided you a checklist of things to have in place for healthy financial management. This week, we want to continue our discussion on financial health for your business.


Why is it important to know your company’s overall financial health and to do checkups regularly? A good financial process will assist you in making broader financial decisions as well as day-to-day decisions.



Consider the following items when evaluating your company’s financial health:

1) Review your Profit and Loss and Balance Sheet reports – Include any additional key players on your team in these reviews. Be sure they understand these reports so they can offer input.

2) Start all monthly/quarterly meetings with a financial update - This keeps key team members in the know and helps explain targeted goals. Have a consistent time and place as well as know who really needs to be in the room for each meeting.

3) Be aware of Sales Goals and Sales Pipelines - Have these in writing with clearly defined benchmarks. Comparing sales from last year to this year can also help you keep track of any increased revenue.

4) Know the costs for your business - Have an understanding of how your company spends money and where cutbacks may be needed. Refer to your yearly budget and consult experts. Sound financial information is beneficial when you are figuring prices and selecting what vendors you can afford.

5) Continue planning for the future - You want to constantly be innovating new ways to add value to your company and customers. Know your key services and products. Keep track of the ones that are most popular/profitable and analyze why they are successful. Your documented financial management processes can also help you grow your business when you are ready to try new ventures.

Financial Management Part One

Leijun Campbell - Tuesday, August 09, 2016


Financial Management is an important Practical Process that should not be treated as an afterthought. You should never be haphazard in your planning and strategies because one major error in accounting or sales can deeply impact your company’s past, present or future.

Here are some important facts you should consider for keeping your company financial healthy.

1) Have a specific bank account for your business only
2) Have a one specific credit card for the business only
3) Have a designated software for financial record keeping, i.e., Quickbooks, Freshbooks, etc.
4) Have a designated financial point person. If this is not your avenue of expertise, hire a reliable trustworthy person to assist in this arena.
5) Have a documented financial process in place
6) Have a system for filing financial paperwork
7) Have a budget – this is a crucial step in the planning


Look out for part two of this series later this month.


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Conquering Receipt Defeat in 2016

Leijun Campbell - Friday, July 29, 2016



If I had a dime for every time I heard, “I don’t have the receipt,” I think I would at least have a long vacation paid for at this point. Even with the advent of the digital age and we can have receipts sent straight to our inboxes after our purchase, we still struggle with properly documenting our expenses. Here are a few quick tips in conquering what I call “receipt defeat.”


1) Get some help, but don’t forget the expense organization is ultimately up to you - As a small business owner, you probably have an in-house or outsourced accountant who helps you handle the books on a weekly, monthly and yearly basis. Though the temptation to trust this person or team completely is there, make sure you stayed involved with the process in some capacity. Ask for their help in establishing a quality organization routine for all of your financial matters.


2) File folders are still relevant - Even if we don’t like to admit it sometimes, digital receipts have not completely overtaken paper receipts. You probably have a stack lying around your home or company office. You can invest in a variety of filing systems like we discussed last week here.


3) Don’t ignore them until tax season - The receipt indicates the end of the transaction at the store, but it hasn’t quite completed its purpose for your business. Set calendar reminders in your inbox for you or your finance team to occasionally revisit your purchase history for the year. You don’t want any surprises when tax season starts.

Where Did I Put That File: Getting Organized

Leijun Campbell - Thursday, July 21, 2016

Just like you would not start your company without first completing a business plan, you would not attempt to manage your business records without organizing your files. People have asked me about organization tips for their home and business files, so I want to provide some help here.



1) Start generic: Write down a list of the categories you want to use for your folders. Begin looking through your files and place them in the appropriate file folder (for these initial categories, I would suggest pendaflex files). Do not try to get specific with subcategories just yet. You want to start with the big picture and eventually get detailed. Main folders can include Automobile Repairs, Credit Cards, Payroll, Human Resources, and more.


2) Get specific: Once you establish your "main folders," use manila folders to create subcategories. An example of a subcategory in Human Resources would be Insurance Paperwork, Vacation Policy or Employee Files. These tips also apply to the digital realm, especially with email.


3) Get organized and STAY organized: Prompted by declarations such as New Year's resolutions, we often get caught up in the excitement of setting goals for our personal and professional lives. However, once we hit the middle of the year (i.e. July), our discipline is often nonexistent. Similarly, when you seek to organize your business, you will discover a business-related adrenaline that helps you get through the initial challenges and encourages you to finish the project of establishing categories and subcategories. However, you must be willing to maintain these records and your organizational habits, especially when busy times come for your company. Do not fall behind if you have worked so hard to get ahead.


To have more posts and tips like this sent directly to your inbox, click HERE.


Who's The Boss: Finding Your Perfect Manager

Leijun Campbell - Friday, June 24, 2016

As a business owner, you want to be thoroughly involved with shaping the mission of your company as well as the team members who have joined you. However, you may eventually reach a point where you begin stretching yourself too thin and need someone else to handle daily operations. Here are a few qualities to look for when seeking out a manager that will help drive your vision and team forward.


The manager communicates effectively with the team, and in turn, the team trusts the manager - Communication and trust represent two of the most important aspects of any relationship and are incredibly crucial in a business setting. Your manager should be able to articulate expectations, objectives, and measurable goals in a way that motivates your team to perform beyond their potential. If the communication is open and effective, the team will be able to put their trust in that manager and work alongside them to create the best results possible.

The manager stays organized and calm in any situation - Sure, we all lose our cool sometimes, but the manager of your business should have a high enough emotional intelligence to where they do not explode or break down in a stressful environment. Your team looks to the manager for leadership and guidance; they do not want to see their leader crumble. Also, the manager must plan ahead for any and projects and meetings. Nothing strikes fear in the heart of a client or customer like a team who is not prepared to address their needs.

The manager cares about the customers and/or clients they are assisting - The last thing you want in a manager is disinterest or apathy towards the people who ultimately hold your livelihood in their hands. You want a manager who inspires to team members to go beyond what is expected in customer relationships. The manager should be a superb example of service and hospitality. Accepting anything less is detrimental to your team and your business.


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Why Operations Management Is The Heartbeat of Your Small Business

Leijun Campbell - Wednesday, June 01, 2016

Before focusing on elements such as sales & marketing, financial management and talent management and then delegating tasks to those specific departments, a small business owner must understand why an operations manager is so crucial. Operations management sets the tone for the day-to-day tasks necessary for a successful company.



Here are three ways describing how an operations manager is the heartbeat of your small business:


1) Selecting and cultivating relationships with your vendors - No matter how small or large your operation, you will need to contract vendors for office supplies or product distribution. An operations manager will provide you the template for seeking out and using certain vendors, whether that is the schedule for deliveries, certain contact persons or price points for different products.


2. Establishing daily procedures for employees - Your policies and procedure manuals are essential to providing structure within your team. Click HERE for a list of items you should include. The procedures developed by your operations manager can help solidify the practical processes for new hire training, team member absences and more.


3. Creating company objectives - Before releasing your sales and marketing teams out into the world, you must first provide them a series of company-related goals to meet. These team members look to your guidance to provide them with a mission that permeates all their efforts. Your operations manager can help clarify what is needed for the next month, six month or 1-year period.


To have more posts and tips like this sent directly to your inbox, click HERE.


What Is Your Management Style?

Leijun Campbell - Friday, May 06, 2016

If you’re the owner of a small business, chances are you manage a team of talented, but sometimes very different, people. You want everyone to succeed, but you also want to establish the way in which you encourage this success.


Management Style


Here are a few management styles that you can use for your team.


1) Authoritative - Depending on the industry in which you and your team work, sometimes you need to be more strict as a leader to make sure your company's tasks are accomplished. You provide clear instructions to make sure every team member understands their part and the best way to succeed in their role. Your assignments have firm deadlines that allow the business to run efficiently.


2) Coaching - You focus on measurable goals for each team member and personally meet with them to discuss how to accomplish work-related tasks and to grow in their role at the company. When discussing mistakes and concerns, you try to acknowledge the consequences of the team member's actions, but also find a way to implement constructive criticism and positive reinforcement.


3) Collaborative - You enjoy hearing feedback and ideas from the people on your team. Your internal meetings focus heavily on brainstorming strategic endeavors to best reach your customers or clients. You try to offer as many opportunities as possible for innovation while still keeping all parties on task and moving the business forward.


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