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5 Signs Your Business is Suffering
Because You Haven’t Effectively
Documented Your Business Processes

Michael ‘MC’ Carter, Director, Practice Paradox™
Today’s webinar is
             covering one aspect of
  Visual       the Visual Procedures
Procedures         component of
               The Lightning Method
5 Signs Your Business is Suffering
Because You Haven’t Effectively
Documented Your Business Processes

Greg DeVore, CEO, Blue Mango Learning Systems
5 Signs Your Business is Suffering
Because You Haven’t
Documented Your Business
Processes
POLL #1
Your level of process documentation is ...

•   Done - and we're referring to it regularly
•   Done - but we rarely if ever refer to it
•   Not Done - we never seem to get around to it
•   Not Done - we know we need it but don't
    know where to start
•   Don't  know why we would even need process
    documentation
Why this matters
or
Why your business is losing money because you haven’t documented your processes.


•    You are losing productivity
•    You are losing focus
•    You can’t move forward because you continually have
     to keep going back
•    You are decreasing the number hours you have to
     spend in billable activities
The 5 Signs

1. New hires need a lot of help
2. You are constantly re-learning the same things
3. Everyone does the same thing differently
4. One person knows everything
5. No one can get to the answers
Sign%#1:

New hires need extreme hand holding
Sign%#2:

Repeated re-learning of tasks
Sign%#3:

Everyone does the same thing differently
Sign%#4:

One person knows everything
Sign%#5:

No one can get to the answers
POLL #2
Which of 'The 5 Signs' is causing your
business the most pain?

•   Done - and we're referring to it regularly
•   Done - but we rarely if ever refer to it
•   Not Done - we never seem to get around to it
•   Not Done - we know we need it but don't
    know where to start
•   Don't  know why we would even need
    process documentation
How to fix it

1.Document
2.Standardize
3.Optimize
Sign%#1:

New hires need extreme hand holding

Provide self guided training for
their 5 most common tasks.
Sign%#2:

Repeated re-learning of tasks
Capture the process for frequent and infrequent tasks
Sign%#3:

Everyone does the same thing differently

•   Establish a standard operating procedure
•   Help everyone follow it
•   Optimize it
Sign%#4:

One person knows everything
•   Do a brain dump
•   Turn this person into a knowledge
    curator instead of knowledge
    storage shed
Sign%#5:

No one can get to the answers

•   Don’t document in Word files
•   Don’t hide things on someone’s computer
•   Do make your processes visual
•   Do store all of your knowledge in a central
    repository
POLL #3
What percentage of your business
processes are done on computer?

•   100%
•   80% or more
•   60% or more
•   40% or more
•   Less than 40%
1.5 Day Masterclass
27-28 April, Sunshine Coast
Early Bird $1,350 incl. GST
Early Bird Expires 30 March
$1,500 incl. GST Normal Price

For more information:
practiceparadox.com.au/lightning
Request event brochure in on-screen
survey at end of the webinar
For more information: practiceparadox.com.au/lightning
Request brochure in on-screen survey at end of the webinar
QUESTIONS
           Greg DeVore, CEO, Blue Mango Learning Systems


Michael ‘MC’ Carter, Director, Practice Paradox™

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5 Signs Your Business Is Suffering Because You Haven't Documented Your Business Processes

  • 1. 5 Signs Your Business is Suffering Because You Haven’t Effectively Documented Your Business Processes Michael ‘MC’ Carter, Director, Practice Paradox™
  • 2.
  • 3.
  • 4. Today’s webinar is covering one aspect of Visual the Visual Procedures Procedures component of The Lightning Method
  • 5. 5 Signs Your Business is Suffering Because You Haven’t Effectively Documented Your Business Processes Greg DeVore, CEO, Blue Mango Learning Systems
  • 6. 5 Signs Your Business is Suffering Because You Haven’t Documented Your Business Processes
  • 7. POLL #1 Your level of process documentation is ... • Done - and we're referring to it regularly • Done - but we rarely if ever refer to it • Not Done - we never seem to get around to it • Not Done - we know we need it but don't know where to start • Don't  know why we would even need process documentation
  • 8. Why this matters or Why your business is losing money because you haven’t documented your processes. • You are losing productivity • You are losing focus • You can’t move forward because you continually have to keep going back • You are decreasing the number hours you have to spend in billable activities
  • 9. The 5 Signs 1. New hires need a lot of help 2. You are constantly re-learning the same things 3. Everyone does the same thing differently 4. One person knows everything 5. No one can get to the answers
  • 10. Sign%#1: New hires need extreme hand holding
  • 12. Sign%#3: Everyone does the same thing differently
  • 14. Sign%#5: No one can get to the answers
  • 15. POLL #2 Which of 'The 5 Signs' is causing your business the most pain? • Done - and we're referring to it regularly • Done - but we rarely if ever refer to it • Not Done - we never seem to get around to it • Not Done - we know we need it but don't know where to start • Don't  know why we would even need process documentation
  • 16. How to fix it 1.Document 2.Standardize 3.Optimize
  • 17. Sign%#1: New hires need extreme hand holding Provide self guided training for their 5 most common tasks.
  • 18. Sign%#2: Repeated re-learning of tasks Capture the process for frequent and infrequent tasks
  • 19. Sign%#3: Everyone does the same thing differently • Establish a standard operating procedure • Help everyone follow it • Optimize it
  • 20. Sign%#4: One person knows everything • Do a brain dump • Turn this person into a knowledge curator instead of knowledge storage shed
  • 21. Sign%#5: No one can get to the answers • Don’t document in Word files • Don’t hide things on someone’s computer • Do make your processes visual • Do store all of your knowledge in a central repository
  • 22. POLL #3 What percentage of your business processes are done on computer? • 100% • 80% or more • 60% or more • 40% or more • Less than 40%
  • 23. 1.5 Day Masterclass 27-28 April, Sunshine Coast Early Bird $1,350 incl. GST Early Bird Expires 30 March $1,500 incl. GST Normal Price For more information: practiceparadox.com.au/lightning Request event brochure in on-screen survey at end of the webinar
  • 24.
  • 25. For more information: practiceparadox.com.au/lightning Request brochure in on-screen survey at end of the webinar
  • 26. QUESTIONS Greg DeVore, CEO, Blue Mango Learning Systems Michael ‘MC’ Carter, Director, Practice Paradox™