Operational Procedures

This week, we’re tackling another pillar in the Scale Your Small Business Process. Today is all about organization — we’re diving into operational procedures. Keeping your team on track and on the same page is key, so let’s talk about project management.

It’s crucial that you have software that can help you manage the work your team is doing. Consider tools like Asana to break down the steps of each of your business’s projects. Do your research and find which one works best for your needs.

Dropbox or G Suite are other great tools that can work in conjunction with your project manager. The key here is making sure you’re clear and consistent with how you’re labeling your files. The objective is to make everything as easy to find as possible. Use this technique for your client files as well, so if you need to search for anything, there is a convention that you know you can navigate.

Be sure to share your story and feedback about your operational procedures! Let’s keep the dialogue going next week when we dive into any questions you may have.