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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.

Practical Process Support

 

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OFFICE 2016

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Consulting and Services.

Can Your Business Run Without You?

Leijun Campbell - Tuesday, November 22, 2016

Creating an efficient procedures manual can be a daunting task, but a creative one at that. It's definitely worth it if producing precise instructions allow you to step away and know all that is needed is within the manual.

 

Here are some tips:

 

1. Start a list/log for all activities - It is not easy to remember every step that you take to accomplish a task. Carrying a list or log in which you can notate steps as they arise will help exponentially later. Write down the explanation of the task, how long it should take and what tools you may need. Do this for approximately one month. After this period, you should have a good idea of what needs to be documented.

 

2. Begin documenting the actual full procedure - Understand why this procedure is important, clarify all the departments, people and other procedures it affects, recognize all those that need to participate in the procedure and make a list of all the tools needed.

 

3. Present your content in visually enticing ways - If applicable or necessary use pictures or graphics to help explain and elaborate on your procedures

 

4. Embrace the power of checklists – Checklists are my favorite tools; they are very helpful in a manual so that someone coming behind you can mark off each step after they finish. To ensure efficiency, be sure to include the specific action steps. If you add any notes within each action step use a different color or font. If other people are named within the action steps use their titles or department names because people come and go. Make sure the action steps are in the proper order to complete the procedure.

 

5. Don't forget these important "other items" -


A. Table of Contents – use this page to locate the exact procedure that you need to reference.
B. Contacts – keep a page that is frequently updated with names and numbers of others that can assist the person trying to step in
C. Templates – create templates for forms or action lists so they can be easily updated and replaced.

  •  
  • This is just a few items to get you started; for more information, contact Campbell Business Services.

 


Top Tools for Small Business Efficiency

Leijun Campbell - Friday, November 18, 2016

We love discussing the practical processes you need for running a successful company or small business. Now I want to give you a quick list of tools that have helped me and that I believe could work wonders for your company in maintaining your practical processes.

 

Email - serves as your main source of initial and continuous contact between you, your clients, your staff, your vendors and more. I recommend email services such as Outlook or Gmail.

 

 

Boomerang – lets you schedule your emails for maximum communication efficiency.

 

Dropbox – safely stores all your documents. You can share files and also have access across all devices.

 

 

Google Docs – gives you the benefit of making changes in real time.

 

 

Doodle – helps with arranging and scheduling meetings with more than two people.

 

 

Join.Me – allows free server and screen sharing.

 

 

Conference Calls – provides an easy dial-in number for participants in different cities and countries. Try Uber Conference or Freeconference.com.

 

 

Buffer aids in publishing content across several accounts. Feeling overwhelmed by keeping up your social media pages? Can’t afford to pay a social media expert? Try Buffer.

 

CRM (Customer Relations Management)- helps small businesses and solopreneurs track all your client/customer information. Zoho or Streak (a Google app inside Gmail) are both good options.

 

 

Evernote – provides an easy, searchable system for keeping notes.

 

 

Shoeboxed – keeps receipts and creates expense reports. One of my favorite applications.

 

Let us know in the comments which tools you use for your business!



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

We have over 25 years of experience & 10+ years in small business management. Read More

Please feel free to contact us directly at (704) 277-5481

or Leijun@campbellbusinessservices.com

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