Structuring Processes and Workflows for Your

WordPress BusinessAustin 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

ChecklistSay what you are

going to do,

Then do it.

The Checklist Manifesto: How to Get

Things Rightby 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-foodingUse your own service, product, and

processes

Keep it Simple

No, really.

A simple process will be followed;

a complex one will be skipped

Gather informatio

nHow well is it

working?

Track Progress

How are customers reacting?

employees?

team members? 

Elicit feedback

Find commonali

tiesDevelop similar Step-by-step approach for

each process

Post-mortemReview the process after each use:

Sometime you change

Sometimes your product / service changes

Sometimes you learn something new

IterateA 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 checklistNo, not like this…

Keep trackingwatch for easy thing to fix

Thought experimen

tIf your Fairy Godmother

could take away one frustration…

what would you ask for?

Start there.

Sharing and

FeedbackAsk your clients:

Did I explain my process well?

Did I follow it?

Exercises

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

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