Growing Your Firm Master Series Module: Workflow & Process

Worksheet

Laying the Foundation

The Foundation:

If you already completed this exercise in previous sections, feel free to skip it. While this worksheet covers workflow and process, it’s important to make sure your team understands the target client, the benefits they bring, the principles and values you want them to enable. This enhances and reinforces any process or workflow you put into place.

Who Do You Serve? ____________________________________________________

What benefit do they receive? ________________________________________________

Why do they do business with you? ____________________________________________

What type of values (empathy, resourcefulness) do you want your team to have?

____________________________________________________

What is your companies mission (aka Why Are You In Business?)

____________________________________________________

What pain or problem do you solve for your clients?

____________________________________________________

If you have a team, what has been some positive experience team members have as a result of working at your firm?

_________________________________________________________________________________________

Mapping Your Time:

After spending 1 week (or 30 days), tracking your time, please fill out the section below:

Reviewing your time log, what are the major activities (take up the most time) during your days.

1. ________________________________________________________________________

2. ________________________________________________________________________

3. ________________________________________________________________________

4. ________________________________________________________________________

5. ________________________________________________________________________

Which activity took up the most time?

Did it directly grow the business, enhance client relationships, or improve the team?

Which 3 time consuming activities do you need to hand off to someone?

Mapping Your Revenue:

After spending 2 week (or 30 days), tracking your revenue, please fill out the section below:

Reviewing your time log, what are the major activities (take up the most time) during your days.

1. ________________________________________________________________________

2. ________________________________________________________________________

3. ________________________________________________________________________

4. ________________________________________________________________________

5. ________________________________________________________________________

Which brings in the most revenue?

Which brings in the most profits?

Which one drives revenue, but not enough profit (hint: we’re going to build a workflow and process for this one!)

Step 3: Downloading your brain

Let’s select an unprofitable, time consuming revenue driver.

It’s time to “brain vomit” everything you know about to complete this task and activity. Imagine you’re stuck on an island with ZERO connectivity. How would you give someone all the tools to complete this task or job?

Open a new document, start listing out everything someone would need to know, the steps they would take, the questions they would ask, resources they will need, etc.

How to Measure Success: Your KPI’s

KPI’s

We highly recommend tracking the follow KPI’s

Target Profitability:

Target Turn around time:

Budgeted Hours:

—————————————————————————-

List out your target KPI’s and Metrics you want to track for the #1 workflow // process you want to create

Workflow Creation:

Start By Mapping Out Everything in Your ExistingWorkflow for Your Target Job. Be Sure to Include Your TeamWe recommend white boards to map out the existing workflow.

Then begin constructing the new workflow, optimizing efficiency, effectiveness, and

the client experience

Process Creation and Optimization:

Process Optimization:

The big thing with a process is the be clear, but not overly complicated. The steps are well defined, and there’s notes, documents, or reference points in case someone needs more information.

Be sure to list due, dependency, and budgeted time.

Step 1: _______________________________

Step2: _______________________________

Step 3: _______________________________

Step 4: _______________________________

Step 5: _______________________________

Management & Tracking

Management & Tracking

Final step, management and tracking.

List the core metrics you will be tracking…

Key Metric: _______________________________

Key Metric: _______________________________

Key Metric: _______________________________

And the budget time to review the metrics and make optimizations …

Review Date: _______________________________

Review Date: _______________________________

Review Date: _______________________________

Send email, and block off calendar date to review workflow and process. Remember, this IS the key to your business model! Spend time working “on” your business, instead of just “in” it.

Have Questions on Implementation?

Questions? Email david@JetpackWorkflow.com

mailto:david@JetpackWorkflow.com