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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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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.

 

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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.

 

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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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All Aboard: Why Your Company Needs An Onboarding Process

Leijun Campbell - Thursday, April 21, 2016

 

As job satisfaction and career/life balance becomes increasingly important to the modern workforce, today's business owners must be aware of their team members' needs and objectives. The onboarding process represents a significant step for new hires that helps determine their view of their tenure with the company.

 


 

 

Here are five reasons why the onboarding process is so crucial:

 

1) Expedited Paperwork Processing - It's a part of every job. Forms for taxes, insurance, company policies and other miscellaneous documents are stacked in front of every new hire, taking up valuable time away from that first few hours on the job. With all of the technological advances, software and apps, you can find a way to take care of these forms well before the new team member walks through the door.

 

2) Early Rapport Building with Team - No matter how jobs we have throughout our career, meeting people can be difficult. If possible, surround your new hire with team members in their department as early as you can. Allow an open environment for any kind of questions and give plenty of shadowing opportunities to make sure that the new hires learn how to do things the proper way. You can also create a FAQ document with questions and answers submitted by current team members. Making these new hires comfortable with their team in the onboarding process will help them succeed when they start the actual work.

 

3) An Initial Sense of Ownership - Speaking of the actual work, your company's onboarding process allows you to communicate tangible goals, objectives and responsibilities to the new hire. Explaining the mission of your business and how their role impacts the overall picture can help new hires experience a sense of ownership before they even begin their tasks.

 

4) Reinforcement of Business Mission for Other Team Members - By encouraging this sense of rapport between new hires and current team members in the onboarding process, you can help reemphasize your values and mission throughout the company. This new energy can even lead to innovation in current and future projects.

 

5) Higher Retention Rate - Most businesses have a probationary period of three to six months to determine if the company and new hire are the right fit. Using a structured onboarding process to engage the new hire from the very beginning can help ensure a higher chance of retention those first few months and beyond.

 

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The Practical Processes Your Business Needs to Be Successful

Leijun Campbell - Wednesday, April 13, 2016

 

Whether your team numbers two or twenty, developing practical processes for your business ensures the ability to maintain productivity in the different components of your company. Here are a few areas that need these practical processes:

 

1) Operations - Your day-to-day management makes up the foundation for both the spontaneous and routine aspects of your business. You can establish stability in your operations through a policies and procedures manual for all team members, the selection of your suppliers and vendors, and important checklists for your administrative and executive assistants.

 

2) Marketing and Sales - These areas of your business bring new life to your company as well as maintain the brand and voice of your objectives. Be sure to assign goals to your sales team, so they can hit measurable results of acquiring new customers and clients. Provide a branding guide for your marketing team that keeps the delivery of your products professional and consistent.

 

3) Finances - As worrisome as money can make people, you cannot ignore its significance in the maintenance and growth of your business. Find consistent, practical processes to document and manage your revenue and cash flow. You do not want to mix up or lose important financial records, especially when tax season comes along.

 

 

4) Talent - Unless you're a solopreneur, you rely on your team to accomplish the totality of your company goals. If you want your team members and leaders to reach their full potential for your business, invest heavily in initial training and professional development.

 

After creating these practical processes, remember to evaluate them from time to time. You want your company to grow, so be willing to innovate when necessary.

 

 

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Practical Points: Important Items in a Policy and Procedure Manual

Leijun Campbell - Friday, April 08, 2016

 

Keeping a manual of your company's policies and procedures is essential to business management. Here is a checklist of essential items.

 

- Table of Contents

- Company Background/Information

- Example: Company History

- Contact List of Employees and Important Vendors

- Company Policy

- Example: Personnel Policies such as Time Off and Benefits

- Company Procedures

- Example: How-To Guides

- Information on Workplace Safety

- Sample Forms or Templates

- Legal Disclaimers

 

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The Benefits of Documenting Processes

Leijun Campbell - Tuesday, March 22, 2016

 

As a small business owner, you and your team juggle many tasks. Some of these tasks are unique and change frequently. However, you also complete several projects in the same way every single time.

 

Documenting processes creates a streamlined approach for effective management. Here are some reasons why your company should practice documentation.

 

1) Unexpected or planned absences If your team is small, oftentimes an absent member can hinder productivity, especially if their position comprises of specific or specialized tasks. Documenting processes allows your business to create specific instructions and objective for each position. Whether a team member is out with the flu or is enjoying an island vacation for two weeks, you or one of your team members will keep the business on track by referencing your documented processes.

 

2) A Unified Company Approach We all have our preferences and habits when it comes to working and marking things off our to-do lists. However, no matter how big or small your business is, some tasks and processes need to be uniform for everybody. Documenting processes such as clocking in/out, submitting expense reports and creating presentations reduces confusions and helps speed up productivity for the various departments.

 

3) New Hire Training One aspect prospective and new team members look for in a company is the depth of their new hire training. Documenting processes in one central database allows managers to quickly create training materials for every department and position. Once training is complete, team members still have the option to access the materials should any questions arise.

 

4) Process Review and Innovation As important as documentation is, your company should also take time at least a few points during the year to review your processes. Ask objective questions from your management and team members to see how things can be improved for each process. Be open to these suggestions will also give your team members a sense of ownership in their position

 


How Outsourcing Your Bookkeeping Benefits Your Business

Leijun Campbell - Friday, March 04, 2016

Without a doubt, digital business practices are here to stay. Though your company may be located in a brick and mortar location, you can invest in the help of virtual assistants to take care of day-to-day tasks that may be too much for your staff. Here are three reasons why outsourcing your bookkeeping can help your business.

 

You’ll Get Sound Advice If you are a solopreneur or a business owner with a small staff, you may often find yourself taking on tasks with which you have little or no experience. With bookkeeping impacting both the day-to-day and long-term operations of your company, outsourcing the tasks to an expert can help you rest easy during the times such peace is needed, like tax season. Your outsourced bookkeeping service will ensure all correct forms are filed and all necessary objectives are completed. These experts will also be up-to-date on the latest bookkeeping/accounting tools and technology that can help your business run more efficiently.

 

You’ll Save Time and Money Obviously, operating a small business takes up a precious commodity, your time. Accomplishing tasks in your professional environment can bleed into your personal/home life and can leave you scrambling to make it all come together. Outsourcing bookkeeping to an expert gives you room to breathe when it comes to managing your responsibilities. You can also save money on employee costs by not another full-time staff member on the payroll.

 

You’ll Be Able to Focus on Your Company’s Mission When you started your business, you had an idea of your its goals and how you wanted to accomplish them. As those first few months and/or years went by, some of these objectives fell by the wayside. Outsourcing your bookkeeping can give you the time and energy to reinvigorate your creativity and innovate new solutions and processes for your business.

 

If you need any assistance with your bookkeeping, don’t hesitate to reach out to Campbell Business Services with any questions! Contact leijun@campbellbusinessservices.com for more information


A Quick Tax Season Checklist

Leijun Campbell - Friday, February 26, 2016

We’re several weeks into tax season 2016, and we hope you have been able to keep up with the various deadlines that we discussed in our previous post. We also mentioned talking to an accountant if necessary to help you get everything together.

 

If you are about to meet with your accountant, be sure to have the following items ready in your books for review:

  •  
  • 1. Any new equipment purchases
  • 2. Any new investment purchases
  • 3. Vehicular expenses that pertain to your business
  • 4. Home office expenses if relevant
  • A list of any vendors that you are carrying

 

If you need any assistance in preparing these documents, don’t hesitate to reach out to Campbell Business Services with any questions! Contact leijun@campbellbusinessservices.com for more information.

 

 



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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

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