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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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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.

 

 


Keeping Up The Momentum for the Rest of the Year

Leijun Campbell - Monday, January 25, 2016

 

We’re winding down the month of January, and I hope this first 30 days of 2016 have treated you and your company well. We all set a variety of resolutions, both personal and professional. Often, one or the other can fall victim to the push and pull of everyday life, and without intending to give up, we let our goals slide away. If you’re still on track for your accomplishments, congratulations. If you’ve missed a few benchmarks or are struggling to motivate yourself, remember that you still 11 months left to get back on the horse. Either, way, here are a few tips on keeping up the momentum.

 

1) Find accountability – If you’re a business leader, remember that even those on top need sage advice and strong relationships if you plan to make your company’s goals a reality. Reach out to your top executives first and give each of them a list of tasks to use for the team members they manage. As much as your schedules allow, try to meet with each executive/manager once a month or quarter to discuss progress and offer an open-door policy for questions or concerns. Another way to maintain accountability is to find a few business leaders or friends in your network who you can discuss your goals with in a healthy, noncompetitive manner. Mentors are also an excellent resource.

 

2) Involve all members of your team – The first way you can do this is have your executive assistant set aside a one to two-hour meeting each month for a company-wide meeting to discuss goals and benchmarks. Have your assistant send it out in the form of a recurring calendar invite in your email system (Microsoft Outlook, etc). Make it mandatory for each team member to attend and provide a call-in number for telecommuters or those out of town for various business trips. Make each meeting half information and half team member Q&A and/or discussion.

 

 

3) Celebrate when benchmarks/goals are met – These rewards do not have to cut into your budget, but find ways to celebrate with your team member once every few months when a major goal or benchmark is checked off. Even if it’s something as simple as a catered lunch or letting them off an hour early on Friday, you’ll build morale and enthusiasm for what’s next.

 

Best of luck!

 

 


How Your Assistant Can Improve Your Overall Business Growth

Leijun Campbell - Wednesday, December 23, 2015

Sometimes in the business and corporate worlds, we limit the roles of our executive assistants to simply clerical and administrative tasks. Yes, the completion of this work helps sustain the daily operations of the company, but allowing your assistant to extend their reach and influence can do wonders for your overall business growth.

 

Here a few ways you can make this happen:

 

1) Create a review and coaching system for your team – Everyone likes to know where they stand with a company, especially if they are working to impact the business in a positive way. Take the initiative of scheduling monthly one-on-one reviews or coaching sessions where you offer proactive feedback and encourage questions from your assistants.

 

2) Develop tasks that let assistants have more of a business-related role – Your assistant often is in charge of sending out memos and emails as well as scheduling meetings for executives and team members. Allow these tasks to be augmented by other ways of company communication such as creating email and social media marketing campaigns. These campaigns can open up several doors of effective service for current and potential clients/customers.

 

3) If possible, allow assistants to attend and participate in important internal meetings – Providing a space for your assistants to be a part of the greater business picture and culture lets them know that their opinions are welcomed and valid. These meeting invitations can also help motivate them in their daily role and responsibilities, encouraging greater efficiency and innovation.

 


Executive Assistants and Event Planning

Leijun Campbell - Tuesday, November 10, 2015

We just saw the end of the Halloween, and the Christmas decorations are going up in every store you can imagine. The office holiday parties are just around the corner and using your executive assistant to help you with event planning will be key to making sure everything goes off without a hitch.

 

Here are just a few ways your executive assistant can help you put on a successful event:

 

1. Booking the venue and catering - Finding the best deals for these two key elements can sometimes leave you frustrated and overwhelmed. Executive assistants use their skills of scheduling meetings and managing a variety of databases to research and reserve the best venue and catering service well ahead of the event.

 

2. Creating promotional materials - If you're planning a major event that involves more than your small office staff, your executive assistant(s) can use several methods to invite your clientele and other guests. Email marketing is an easy avenue to create a digital announcement for a specified list. You can also create a public or private event on social networks such as Facebook. And of course, there's always the physical flyers that can be created in programs such as Photoshop and delivered by mail to clients and/or local businesses.

 

3. Delegating responsibilities - Depending on the size of your event and/or budget, executive assistants can help recruit volunteers to set up the space, sign up to bring items such as food, drinks, plates or cups, create activities for the gathering or clean up at the end of the night.

 

No matter what kind of event you're planning, executive assistants are invaluable resources for success!

 


Planning Ahead While Embracing Spontaneity in Your Business

Leijun Campbell - Wednesday, October 14, 2015

A common expression in business and life in general is "if you fail to plan, you plan to fail," a sentiment with which Campbell Business Services can agree, as seen in blog posts such as "Goal Setting for the Second Half of the Year". However, knowing the difference between setting flexible objectives and locking into strict expectations can help you improvise on the former while avoiding dead ends with the latter.

 

Here are a few ways to plan ahead and embrace the natural spontaneity that occurs in the day to day operations of your company:

 

1) Set objectives, but acknowledge that different steps can lead to the final result: Two plus two equals four, but so does three plus one. For example, your company has a specific profit goal for the year. You have a client who renews their contract every September, and this renewal makes up your biggest sale of the year. It's easy to get comfortable with that kind of arrangement, if the client has to cancel their service after 10 years of loyalty, you may be left scrambling. Remember that creating multiple ways to accomplish your goal is much more effective than putting all your eggs in one basket.  

 

2)  Understand that trends change, and you might have to follow suit sooner rather than later: In such a technology-driven society, businesses can always find ways to maintain their core standards and mission, but adapting your methods to maintain relevancy is necessary. Find time each day to read up on the latest industry news and encourage your team to do the same (you can also prepare a list of articles each week to send them). Pinpoint which trends affect you and your team and try to incorporate them frequently and smoothly.

 

3) Encourage your team members to put forth new ideas: As a company leader, you probably know specific ways in which you like to complete both short-term and long-term projects. While these habits are important to maintaining your company's vision,  be sure to set aside time before and after each task to discuss new angles and approaches, and allow your team to be part of the conversation. You may discover brand new ways to increase creativity and efficiency for your next product launch.

 

If you have any questions, feel free contact us at leijun@campbellbusinessservices.com


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