Posts in Systems and Processes
The DOs and DON'Ts of automation

While you’re likely always going to have to do some things you don’t love in your business, if you’re spending all of your limited resources on tasks that are draining your energy, your motivation to work on your business is going to wane quickly.

Automation can support you in saving your time and energy, easily generating data, and improving customer or user experience. However, automation is also one of those things that can be a curse when done poorly.

Here are a few differentiating factors to help you determine what to automate, and what’s best left done manually.

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How to start creating systems and processes for your business

What do the workflows in your business look like? If you’re like many small business owners, the structures you have in place to manage your tasks are vague or nonexistent. I get it. When it’s just you running your business it can seem like a waste of time and money to invest in automation or document your processes when you can do everything on your own, with each step (somewhat) organized in your mind.

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Here's why building systems and processes is worth the effort

Creating systems and processes in your business may seem daunting, but it’s well worth the time and effort. With the right systems and processes in place, you can drastically cut down on the amount of time and energy exerted over many of these tasks, meaning more efficiency, time freedom and profitability down the line.

Setting up these structures may take more time up-front but the investment will pay you back enormously in the long-run, as long as you’re intentional and diligent about documenting, adhering to, and regularly reevaluating the guidelines you create.

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How to use project briefs to plan for success

Just like you need goals to direct your energy and efforts in your business and to ensure you’re moving in the right direction, you also need a plan for how to get there.

Because setting a goal without taking any action steps to make it happen is like saying you want to go on vacation somewhere but never actually booking your plane ticket. It’s ineffective, to say the least, and will leave you stuck in the same place year after year complaining about how you never got to go on your trip or achieve that thing you want to.

Projects don’t magically happen. They require a plan, schedule, and communication to be successful.

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Reclaim time with delegation: How to choose what you can outsource

Whether your business consists of one person or a team, the decision to outsource different parts to someone who has expertise in that area is simple math. When you or your team free up the time you spend doing work that someone else could do for you, it gives you more time to service clients or bring in new business. What tasks would you like to outsource?

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