AA DDeecciissiioonn--MMaakkiinngg GGuuiidde

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Keep Keep ing Your Small ing Your Small Business Humming: Business Humming: A Decision-Making Guide A Decision-Making Guide Melissa St. Clair Paper Chaser Biz LLC paperchaserbiz.com Establish best practices Develop systems and processes Optimize YOUR time A worker bee is just a buzz away! paperchaserbiz.com

Transcript of AA DDeecciissiioonn--MMaakkiinngg GGuuiidde

Page 1: AA DDeecciissiioonn--MMaakkiinngg GGuuiidde

KeepKeeping Your Smalling Your Small Business Humming:Business Humming:

A Decision-Making GuideA Decision-Making Guide

Melissa St. ClairPaper Chaser Biz LLCpaperchaserbiz.com

Establish best practicesDevelop systems and processesOptimize YOUR time

A worker bee is just a buzz away! paperchaserbiz.com

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DELEGATION REVIEW DRILL DOWN Drilling Down the Decision to Delegate

8 TASKS YOU SHOULD DELEGATE TODAY

DRILL DOWN DECISION MAKER

First, you need to determinehow the components of your

business will be handled.

Manage: being directly in charge of = you

Automate:

utilizing technology to perform functions

Delegate:

entrust to another person(s) toperform the task(s)

Manage,Automate or

Delegate?

“Melissa St Clair is abrilliant virtual assistant.

She has taken mydisorganized business andturned it into a well-oiled

machine. She createdsystems and StandardOperating Procedures

(SOPs) so that my businessruns smoothly even whenI’m on vacation. I had no

idea how to create systemsand SOPs, so I turned

everything over toMelissa, and with zero

instruction, she made it allwork like a dream. Shealso works as a project

manager helping me andmy team increase our

productivity. Thank you,Melissa, for all you do toturn my business into a

profit-producingmachine!“

Kathy GoughenourBusiness Coach and

Trainer for Virtual Experts

Keeping Your Small Business Humming:A Decision-Making Guide

A worker bee is just a buzz away! paperchaserbiz.com

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DELEGATION REVIEW DRILL DOWN Drilling Down the Decision to Delegate

8 TASKS YOU SHOULD DELEGATE TODAY

DRILL DOWN DECISION MAKER

Creating Standard Operating Procedures using the 5W's & H Recipe

“Before meeting withMelissa St. Clair at Paper

Chaser Biz LLC to developformal SOPs, all processlived in my mind. As my

team grew, I was becomingthe bottleneck for decisions

and knew it was time forproper process and

documentation. Leading abusy PR agency and scaling

the team and business meantan increasing need forformalized standard

operating procedures.Efficient and effective. My

team and I were able to talkthrough our procedures with

Melissa and together weproduced official

documentation in only twowork sessions. Beyond thework, Melissa’s structure

made the process simple andtruly enjoyable!”

Altimese NicholeCEO & Founder, The Ezer Agency

Keeping Your Small Business Humming:A Decision-Making Guide

A worker bee is just a buzz away! paperchaserbiz.com

Time $avings!What is an hour

of your timeworth?

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DELEGATION REVIEW DRILL DOWN Drilling Down the Decision to Delegate

8 TASKS YOU SHOULD DELEGATE TODAY

DRILL DOWN DECISION MAKER

8 TASKS YOUSHOULD

DELEGATETODAY

“After multiple one-on-onecollaborative

brainstorming sessionswith Melissa St. Clair,

Paper Chaser Biz LLC, I wasable to clean out my

business-focused physicaland virtual checklists,streamline tasks, and

support her as shedeveloped over a dozen

Standard OperatingProcedures (SOPs)

formalizing my businessplans and documentation.Hiring Melissa enabled me

to respond to grow mybusiness, create claritywith internal business

operations, and supportthe hiring of our military

spouse-connectedcommunity.”

C.C. Gallagher

President & Founder,Military Quality of Life

Consulting, LLC

1. Tasks that keep you fromgrowing your business

2. Areas that are out of yourwheelhouse

3. Tasks in areas with often-changing regulations

4. Anything you want your teamto learn

5. Activities that will help speedup cash flow

6. Tasks that are alreadystreamlined

7. Projects that impededevelopment

8. The stuff you simply hate to do

Entrepreneur.com

Keeping Your Small Business Humming:A Decision-Making Guide

A worker bee is just a buzz away! paperchaserbiz.com

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DELEGATION REVIEW DRILL DOWN Drilling Down the Decision to Delegate

8 TASKS YOU SHOULD DELEGATE TODAY

DRILL DOWN DECISION MAKER

DelegationChart

Definitions“I don’t know where my

business would be withoutMelissa!! For the pastseveral years, she hascreated newsletters,conducted research,

tracked blog posts, andtaken care of numerous

other special projectsalong the way.

She is incredibly organizedand is always two steps

ahead of me to make suremy projects are completed

on time and with 100%accuracy! She is the

epitome of a trueprofessional.”

Amy Schofield

Academy Certified ResumeWriter

Academy Certified ProfileWriter

Schofield Strategies®, LLC

Keeping Your Small Business Humming:A Decision-Making Guide

A worker bee is just a buzz away! paperchaserbiz.com

ACCOUNTABILITY:Staying on track and on time.

BUSINESS CORRESPONDENCE:

Material written about or by the business.

CUSTOMER COMMUNICATIONS:

Connecting you with customers andcolleagues using your company’s

messaging and branding.

INTERNET RESEARCH: Exploring the World Wide Web (WWW)

for pertinent information.

OPERATIONS:Activities that keep your small business humming.

PROJECT MANAGEMENT:

Administrative tasks that support short-or long-term ventures.

PLANNING:

Strategic partner and ally.

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Area Example Delegate?

ACCOUNTABILITY Reminders, ticklers for staying on task

BUSINESSCORRESPONDENCE

Draft or proofread written materials

CUSTOMERCOMMUNICATIONS

INTERNET RESEARCH

OPERATIONS

PLANNING

Email campaigns, newsletters,social media, media release

Facts, stats for blogs and articles

PROJECT MANAGEMENT

DECISION MAKER: Delegation ChartDECISION MAKER: Delegation ChartRemember that as the business owner, sometimes using your resources to

delegate tasks that are not your forte can be more beneficial to your businessand efficient time management than trying to do it all yourself.

Use this chart to drill down and decide which areas of operation and/or specific tasks to delegate.

Small business startup,operations, best practices

Track or assign elements and action items

Notes:

Y/N

Y/N

Y/N

Y/N

Y/N

Y/N

Y/N

Keeping Your Small Business Humming:A Decision-Making Guide

Standard OperatingProcedures, systems

A worker bee is just a buzz away! paperchaserbiz.com

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DELEGATION REVIEW DRILL DOWN Drilling Down the Decision to Delegate

8 TASKS YOU SHOULD DELEGATE TODAYManage, Automate or Delegate?Keep your Small Bussiness in Check

Small Businesses have options for handling administrative office tasks. Use this checklist to determine the disposition of your office proccesses. Instructions below.

A worker bee is just a buzz away! paperchaserbiz.com

Keeping Your Small Business Humming:A Decision-Making Guide

Place the corresponding letter for task frequency or a for planning purposes, in the appropriate box.

Task Manage Automate Delegate Frequency

Email

Computer Backups

Appointment Scheduling/Confirmation

Reports

Newsletter

Social Media

Reciepts

Tax Preparation

Business Correspondence

Public Relations

Marketing

Bookkeeping

Data Entry

Budget Adaption

Invoices

Travel Itinerary

Operations Manual

Inventory/ Supplie Control

Follow Up/ Contacts

For theFrequency

column,please use the folderkey from

page 2. Youcan assign aD, W, M, Q, Ato each task.

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DELEGATION REVIEW DRILL DOWN Drilling Down the Decision to Delegate

8 TASKS YOU SHOULD DELEGATE TODAY

DRILL DOWN DECISION MAKER

Ready to Work with a Force Multiplier and DO MORE by DELEGATING?

Make a beeline to Melissa at Paper Chaser Biz LLC Email: [email protected]

or call 910-389-5771 (EST)

Meet Melissa St. Clair

Melissa St. Clair is the owner ofthe Paper Chaser Biz LLC andsupports small businesses as a

Virtual Expert®. Her experience and expertisein small business to help busy

solopreneurs, businesscoaches, and entrepreneurs getmore done and have more timeto have fun by marshaling the

day-to-day administrativeoffice tasks such as client

communications, customerservice, internet research,

operations, project andprogram assistance, events, etc.

Melissa is a published poet,speaker, and mentors emerging

Virtual Assistants.

Bee Present! Bee Persistent! Bee Positive!

A worker bee is just a buzz away! paperchaserbiz.com