Operations: Processes & SOPs

Showing 262 articles for Operations: Processes & SOPs.

Digests

Processes & SOPs

YouTube

How to redesign your team meeting cadence for a remote small team

Layla at ProcessDriven July 14, 2023


Processes & SOPs 9
Management 7
  • Weekly all-hands meetings silently rot into status-report slogs
  • One-on-ones have the highest ROI — cut everything else first
  • Remove managers from performance reviews to unlock honest feedback

Processes & SOPs

YouTube

Five steps to manage tasks in a physical storefront

Layla at ProcessDriven July 7, 2023


Processes & SOPs 9
Delegation 6
Productivity & habits 5
  • Why physical stores skip task systems — and how to fix it
  • One assignee per task prevents the finger-pointing accountability gap
  • The ritual — not the tool — determines whether the system actually sticks

Processes & SOPs

Podcast

How decoupling yourself from your business increases exit value

Startups For the Rest of Us June 27, 2023


Processes & SOPs 9
Exit strategy 7
Business models 5
  • SOPs fail not because owners skip them, but employees never use them.
  • Jodie Cook turned a 60% earn-out offer into 100% cash at close.
  • In-context video SOPs triggered inside the software employees actually use.

Project management

YouTube

Agile vs waterfall project management: when to use each and how to set up SmartSuite

Layla at ProcessDriven June 23, 2023


Project management 10
Processes & SOPs 7
  • Agile iterates in sprints; waterfall plans everything upfront — most teams need both.
  • Story points use Fibonacci scale for relative effort, not time estimates.
  • Bug tracking and ideas backlog are worth stealing even without full agile adoption.

Automation & tools

YouTube

How one creator organises her entire life and business in Notion

Silicon Valley Girl June 22, 2023


Automation & tools 9
Processes & SOPs 7
AI tools & automation 5
  • One workspace replaces Asana, Docs, and every scattered note app
  • Delegation system lets new assistants inherit full context instantly
  • AI Autofill keeps project summaries updated without manual effort

Processes & SOPs

YouTube

Building a strong COO-CEO relationship in the first 90 days

Cameron Herold June 11, 2023


Processes & SOPs 9
Management 8
Long-term planning 6
  • Observe for 30 days — write everything down, change nothing.
  • Small, visible wins in month three build lasting credibility.
  • CEO trust grows through genuine friendship, not just alignment.

Processes & SOPs

YouTube

Five tactics to make any business process more efficient

Layla at ProcessDriven June 2, 2023


Processes & SOPs 9
  • Context switching costs more time than most people realise
  • Silent approval clauses prevent client stalemates from killing momentum
  • Incentive alignment beats process redesign for changing team behaviour

Automation & tools

YouTube

Visualising loan workload and processor performance in ClickUp dashboards

Layla at ProcessDriven May 19, 2023


Automation & tools 8
Processes & SOPs 6
  • Why one dashboard widget can't show workload by office and processor simultaneously
  • Formula fields that flag whether loans closed early or late
  • Nested IF functions with emojis replace ClickUp's missing conditional formatting

Processes & SOPs

YouTube

The four types of pay periods and which works best

HR Party of One May 16, 2023


Processes & SOPs 7
  • Bi-weekly beats semi-monthly for most teams — here's why
  • 26 vs 24 paychecks: the difference employers often overlook
  • Payroll schedules should be chosen deliberately, not inherited

Processes & SOPs

Podcast

How teams can stop drowning in work using the CPR framework

Beyond the To-Do List - Productivity for Work and Life May 15, 2023


Processes & SOPs 9
Automation & tools 6
Deep work & focus 5
  • Only 50% of work time goes to actual skilled work — here's why.
  • One channel hierarchy eliminates the daily communication scavenger hunt.
  • Meetings have a calculable dollar cost most leaders never look at.

Processes & SOPs

Podcast

Why overhead — not workload — is causing knowledge worker burnout

Deep Questions with Cal Newport May 15, 2023


Processes & SOPs 8
Productivity & habits 7
Delegation 5
  • Emails and meetings — not actual tasks — are what makes workers feel overloaded
  • Overhead grows super-linearly: two tasks create far more than twice the coordination cost
  • Doing fewer things at once raises total output — workload management beats faster tools

Processes & SOPs

YouTube

How to build a standardised employee termination process

HR Party of One May 11, 2023


Processes & SOPs 9
Compliance & regulation 7
Management 6
  • One termination checklist cannot cover both voluntary and involuntary exits.
  • The manager fires; HR's job is to manage the room, not deliver the news.
  • Document the process in a manager's manual before the next termination arrives.

Processes & SOPs

YouTube

Seven ways to control technical debt in a SaaS codebase

Rob Walling May 7, 2023


Processes & SOPs 9
Tech stack & software 5
  • Technical debt can cancel a multi-million dollar acquisition.
  • Test-driven development forces better code architecture by design.
  • Housekeeping tickets turn ad-hoc shortcuts into a managed debt load.

Processes & SOPs

YouTube

Managing brand sponsorships as a small YouTuber using ClickUp

Layla at ProcessDriven April 21, 2023


Processes & SOPs 9
Influencer & partnerships 6
Prospecting & outreach 5
  • Treat sponsorships as a service — with a CRM and pipeline
  • Screen every brand across audience fit, product, and logistics
  • Modular contracts and templated emails make the whole process delegable

Processes & SOPs

YouTube

Five steps to define workflows and connect SOPs in SmartSuite

Layla at ProcessDriven April 12, 2023


Processes & SOPs 9
Automation & tools 6
  • Four ways to represent process phases — pick by complexity, not power
  • Checklists support assignees and defaults; sub items do not
  • Five methods to attach SOPs, each suited to different process volumes

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