Sign up for updates and notifications!

Sign Up Here!

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

 

Reviews

PARTNERS

OFFICE 2016

Blog

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.

 


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.

 



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

 

To have more Practical Points like these sent straight to your inbox, sign up HERE!

 

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

 



Recent Posts


Tags


Archive

Practical Process with Principle

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

Follow Us

Email Sign Up

Website designed by Sidekick.