The document discusses the importance of establishing processes for managing work as a business or team grows beyond just one person. It recommends designating a process leader to define the key processes such as production, creative work, technology, client services, leadership, and more. The processes should be thoroughly documented, involve input from the entire team, and evolve over time with reviews and edits to improve. Establishing and following processes helps define roles, expectations, how work gets done, develops a strong work culture, and prevents repeating work.

1. Managing
The Process
By Daniel Schutzsmith
@schutzsmith

2. Hello.

3. Who Are You?

4. Developer
Or Designer

5. Manager Or
Team Lead

6. Student
Or Teacher

7. One Person Shop

8. One Person Shop

9. Who Am I?

13. What’s The
Problem?

16. When you're small,
a process can live
in your head.
(But how does that translate to
10, 20, 50, even 100 people?)

17. If you're running the
business/team, you
CANNOT keep the
process in your head.
(You won’t get anything done to
focus on growing your business/team!)

18. Why Follow
A Process?

19. Defines the roles
of your team

20. Defines what is to
be expected
of each role

21. Defines how work
gets done

22. Develops a
work ethic

23. Increases
morale

24. Helps establish
a culture

25. Keeps You
DRY!!!!!

26. Don’t
Repeat
Yourself

27. We Can Learn From
Other Industries

29. Where Do
We Start?

30. Designate a
process leader
(steward of the process)

32. Define What
You Know

33. Define What
You DO NOT Know

34. So What Processes
Should You Define?

35. Production
Process

36. Creative
Process

37. Technology
Process

38. Client Services
Process

39. Leadership &
Management
Process

40. Human
Resources

41. Marketing Process

42. New Business &
Sales Process

43. Finance
Process

44. Plan The
Process!

45. Document
EVERYTHING
you can.
(Edit Shit Later)

46. Write It All In a
Wiki or Docs

48. Gollum

50. Define some tools
but give some
freedom.

52. Define Checklists
(When Appropriate)

55. Use Video!

56. Include the
input of the whole
team

57. Share The
Process!

58. Internally, build an
Intranet.

60. Externally, build a
Client Portal.

62. Have a new
team member
orientation
process!

64. Evolve The
Process!

65. Edit, Edit, Edit

66. Don’t worry about
naysayers, but
listen to the moans
and groans.

67. REVIEW
EVERY 6 MONTHS

68. Every 5 years,
trash it and
start over
(The words of Rick Webb, Barbarian
Group)

69. NOW GO
DO IT!

73. Bye. Bye.
daniel@markandphil.com
@schutzsmith