Operations: Processes & SOPs

Showing 262 articles for Operations: Processes & SOPs.

Digests

Processes & SOPs

YouTube

When to systemize your business: three questions to ask first

Layla at ProcessDriven January 20, 2023


Processes & SOPs 9
Long-term planning 6
  • Systems protect progress — they don't create it.
  • Equal chaos across all areas means it's too early to systemize.
  • Systemizing before your offer is defined adds rigidity, not value.

Processes & SOPs

YouTube

Five-step emergency response plan for HR teams facing severe weather

HR Party of One January 19, 2023


Processes & SOPs 10
Compliance & regulation 7
Communication 5
  • A documented plan cuts response time and prevents lives lost.
  • OSHA and FLSA compliance requirements apply during every closure.
  • Hourly workers don't legally need closure pay — but retention does.

Processes & SOPs

YouTube

How a ClickUp consultant structures her entire workday in ClickUp

Layla at ProcessDriven January 13, 2023


Processes & SOPs 9
Automation & tools 8
Business operating systems 5
  • Running a team with no Slack — ClickUp notifications replace it entirely
  • Every meeting is a task with agenda, prep subtasks, and live notes
  • SOPs, coaching reviews, and company goals all live as ClickUp tasks

Processes & SOPs

YouTube

How to organise a marketing campaign in SmartSuite

Layla at ProcessDriven January 11, 2023


Processes & SOPs 9
Funnels 6
  • Default field values pre-structure every new campaign automatically
  • Sub items handle milestone tracking; checklists handle recurring tasks
  • Multiple assignee fields let you define distinct team roles in one record

Processes & SOPs

YouTube

To-do lists vs systems: understanding the difference

Layla at ProcessDriven December 23, 2022


Processes & SOPs 9
Productivity & habits 6
  • A to-do list is one system — not a substitute for all your systems
  • Systems are delegatable; reactive task piles are not
  • Recurring tasks are a signal a named system should own them

Processes & SOPs

YouTube

How to identify your weakest business process using three questions

Layla at ProcessDriven December 16, 2022


Processes & SOPs 9
Long-term planning 5
  • Score every process on results, cost, and gut feel to find your weakest link.
  • Cost includes time, energy, mistakes, and sanity — not just money.
  • The lowest total score across three criteria tells you where to focus first.

Processes & SOPs

YouTube

How to onboard a new hire without pre-written SOPs

Layla at ProcessDriven December 9, 2022


Processes & SOPs 10
Hiring & recruitment 7
  • Pre-hire SOP writing delays hiring and produces the wrong document
  • The new hire — not you — should author every SOP from day one
  • Five steps replace panic-writing with structured shadow sessions

Automation & tools

YouTube

Spreadsheets vs work management tools: when to use each

Layla at ProcessDriven December 7, 2022


Automation & tools 8
Processes & SOPs 6
  • Spreadsheets break under team conditions — permissions, tasks, and audits all fail
  • Work management tools serve the same data in multiple views without duplication
  • Built-in automations can replace a coordinator's worth of manual follow-up work

Processes & SOPs

Podcast

Podcasting workflow and productivity: lessons from 10 years of Beyond the To-Do List

Beyond the To-Do List - Productivity for Work and Life December 5, 2022


Processes & SOPs 9
Outsourcing & delegation 6
Content marketing 5
  • Batch recording and quarterly planning eliminate the weekly deadline trap.
  • Hiring an editor is the single highest-leverage move for podcaster productivity.
  • Ask guests you think are out of reach — the worst answer is no.

Processes & SOPs

YouTube

Job titles vs. job roles: why small teams need the distinction

Layla at ProcessDriven December 2, 2022


Processes & SOPs 9
Hiring & recruitment 5
  • Job titles are meaningless for teams under ~500 people.
  • One person in a small team routinely holds ten distinct roles.
  • Map your processes first — roles emerge naturally from that grouping.

Processes & SOPs

YouTube

Build a Business Documentation Hub in SmartSuite from Scratch

Layla at ProcessDriven November 30, 2022


Processes & SOPs 9
Automation & tools 7
  • Business knowledge in heads is a liability; centralize it now.
  • Build a SmartSuite SOP database with owner, condition, and department fields.
  • Extend beyond SOPs with wikis and market research in the same hub.

Automation & tools

YouTube

Managing Content Repurposing Workflows with SmartSuite

Layla at ProcessDriven November 23, 2022


Automation & tools 9
Processes & SOPs 7
  • SmartSuite bridges task managers and databases in one record-based interface.
  • Checklist columns create per-phase progress bars without subtask sprawl.
  • Collapsible sections store all repurposing details inside a single content record.

Processes & SOPs

Podcast

Meetings, meetings culture, and the deep life: lessons from Zapier's no-meeting week

Deep Questions with Cal Newport November 21, 2022


Processes & SOPs 9
Deep work & focus 8
Communication 6
  • Managers spending half their week in meetings regained deep-thinking time immediately
  • Office hours eliminate most meetings without losing real-time communication efficiency
  • Reverse meetings — visiting people one-on-one — extract more insight than group calls

Processes & SOPs

YouTube

HR year-end checklist: benefits, compliance, and goal setting

HR Party of One November 17, 2022


Processes & SOPs 8
Compliance & regulation 6
  • FSA balances expire December 31st — employees must spend or lose them.
  • State and local law changes often take effect January 1st with no fanfare.
  • Getting involved in budgeting is HR's fastest path to strategic influence.

Processes & SOPs

YouTube

Building a company scorecard that actually drives performance

EOS Worldwide October 31, 2022


Processes & SOPs 9
Business operating systems 7
Management 6
  • Perfect is the enemy of done — start with a rough scorecard now
  • Leading indicators catch problems months before lagging numbers do
  • Clarity on five key numbers motivates teams more than any target

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