Learning Objectives

By the time you complete this course, you will be able to:

  • Identify where you have processes in your business that you perform on a regular basis, so that you can see which ones make sense to focus on

  • Document or draw out a current, frequent business process that you want to improve, so that you’ll know exactly what you’re doing now and where it impacts your business and your team

  • Analyze the process you mapped out, using best practices and input from team members, to identify where the inefficiencies lie and where there’s room for improvement

  • Decide how you will change, outsource, or automate elements of your selected process, so that things run more smoothly and reliably

  • Map out and document the details of your redesigned process, so that you know exactly how it will work and who will be involved in implementing it

  • Test your new process to ensure any team members involved can easily and efficiently carry out each step

  • Communicate and roll out your new process to everyone who is affected by it, so that it becomes part of your regular business operations

Course curriculum

  • 1

    Welcome to the course!

    • A message from the instructor

    • How to use this course

    • Introduction and Overview

    • Learning Objectives

    • Before we begin...

  • 2

    Step 1: Identify Processes

    • Identify Your High Impact Processes

  • 3

    Step 2: Document Processes

    • Document What You're Doing Now

  • 4

    Step 3: Assess and Automate

    • Identify Where You Can Do Better

    • Consider When to Automate

  • 5

    Step 4: Design Processes

    • Design Your New Process

  • 6

    Step 5: Test Processes

    • Test, Implement, And Communicate

  • 7

    Next Steps - Congratulations! Here's What's Next

    • Conclusion And Next Steps

    • Before you go....