Structuring Processes and Workflows for Your WordPress Business
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Transcript of Structuring Processes and Workflows for Your WordPress Business
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Structuring Processes and Workflows for Your
WordPress BusinessAustin WordPress Meetup
May 09, 2016
Presented By Sandi Batik & Nick Batik
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What We’ll Cover
Processes and Workflow• What is it?• Why you need them• Getting Started• Class Exercise
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Who is this for?Scaling
Make the same amount of money doing less work
Do the same amount of work and make more money
Scale completely
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What is a process?
A set of activities (steps) that accomplish a specific task
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What is Workflow?
Workflow is the series of processes to accomplish a project or goal.
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Start Now!
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Documenting and Taking Notes
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How Are You Doing It Right Now?
What’s Working?
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How Are You Doing It Right Now?
What’s Not?
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The Power of the
ChecklistSay what you are
going to do,
Then do it.
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The Checklist Manifesto: How to Get
Things Rightby Atul Gawande
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Make it Repeatable / Transferable
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If you die in a fiery wreck…
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It should match your values
If your value is “quality” then having a process focused on “speed” is not congruent
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Make it robust
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Dog-foodingUse your own service, product, and
processes
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Keep it Simple
No, really.
A simple process will be followed;
a complex one will be skipped
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Gather informatio
nHow well is it
working?
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Track Progress
How are customers reacting?
employees?
team members?
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Elicit feedback
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Find commonali
tiesDevelop similar Step-by-step approach for
each process
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Post-mortemReview the process after each use:
Sometime you change
Sometimes your product / service changes
Sometimes you learn something new
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IterateA process is only a process if you can
repeat it.
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First Steps
Get started now:
▪ Documenting
▪ Brainstorming
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Pay attention to pain points
These are the best place to try a new process
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Write down a checklistNo, not like this…
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Keep trackingwatch for easy thing to fix
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Thought experimen
tIf your Fairy Godmother
could take away one frustration…
what would you ask for?
Start there.
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Sharing and
FeedbackAsk your clients:
Did I explain my process well?
Did I follow it?
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Exercises
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PresenterSandi Batik
WordPress evangelist, consultant, trainer, curricula developer, author, unapologetic geek, unrepentant capitalist, lucky enough to do what I love everyday. I’ve served as Austin WordPress Meetup co-organizer since 2010. With my husband Nick Batik, co-founded Pleiades Publishing Services in 1992 and Hands-On WordPress Training in 2010.
Follow me @sandi_batik / @WPATX
Contact me at: handsonwp.com
https://www.linkedin.com/in/hsandrachevalierbatik
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PresenterNick Batik
Started in web development in 1994 and have been a WordPress consultant, and web developer since 2007. A WordPress evangelist, I’ve served as Austin WordPress Meetup co-organizer since 2010. With my partner, co-founded Pleiades Publishing Services in 1992 and Hands-On WordPress Training in 2010.
Follow me @nick_batik / @WPATX
Contact me at: handsonwp.com
https://www.linkedin.com/in/nicholasbatik