Structuring Processes and Workflows for Your WordPress Business Austin WordPress Meetup May 09, 2016 Presented By Sandi Batik & Nick Batik
What We’ll Cover Processes and Workflow • What is it? • Why you need them • Getting Started • Class Exercise
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
What is a process? A set of activities (steps) that accomplish a specific task
What is Workflow? Workflow is the series of processes to accomplish a project or goal.
Start Now!
Documenting and Taking Notes
How Are You Doing It Right Now? What’s Working?
How Are You Doing It Right Now? What’s Not?
The Power of the Checklist Say what you are going to do, Then do it.
The Checklist Manifesto: How to Get Things Right by Atul Gawande
Make it Repeatable / Transferable
If you die in a fiery wreck…
It should match your values If your value is “quality” then having a process focused on “speed” is not congruent
Make it robust
Dog-fooding Use your own service, product, and processes
Keep it Simple No, really. A simple process will be followed; a complex one will be skipped
Gather information How well is it working?
Track Progress How are customers reacting? employees? team members?
Elicit feedback
Find commonaliti es Develop similar Step-by- step approach for each process
Post-mortem Review the process after each use: Sometime you change Sometimes your product / service changes Sometimes you learn something new
Iterate A process is only a process if you can repeat it.
First Steps Get started now: ▪ Documenting ▪ Brainstorming
Pay attention to pain points These are the best place to try a new process
Write down a checklist No, not like this…
Keep tracking watch for easy thing to fix
Thought experiment If your Fairy Godmother could take away one frustration… what would you ask for? Start there.
Sharing and Feedback Ask your clients: Did I explain my process well? Did I follow it?
Exercises
Presenter Sandi 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/hsandracheva lierbatik
Presenter Nick 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

Structuring Processes and Workflows for Your WordPress Business