Streamlining Your Small Business: Setting up effective Systems & Processes

Date and time

-

Location

Online

Organizer

Sarah Espinosa
sespinos@uncfsu.edu
910-672-2683

Host organization

Veterans Business Outreach Center

Type of event

Resource Partner event

Event description

Most small business owners that want to start getting their systems and processes in order will start creating SOPs (or how to guides) of all the things they do each day.

This method might feel like a good idea at the time but it leaves you with all your thoughts on paper and no effective way to delegate it.

Join us to learn the secret approach to designing systems and processes that lead to a leaned up business back office and effective delegation.  Crystal Cannata of The Right Hand Admin walks us through how to start designing systems and documenting processes as a small business owner.

Outline:

  • Introduction: Importance of systems and common pitfalls.
  • Understanding Systems & Processes: Definitions and key components.
  • Where Many Business Owners Fail: Common mistakes in systematization.
  • Mindset & Strategy for Success: Developing a lean, efficient back office.
  • Q&A Session: Open floor for participant questions.
  • Tech Tools for Systems & Processes: Overview of the best tools for small businesses.
  • How to Start: Practical steps for creating effective systems and processes.
  • Assignment with Work Time: Interactive exercise and feedback.
  • BONUS - Secret Sauce: Tips for making systems work for you.
  • Final Q&A: Address remaining questions.
  • Recap: Summary of key takeaways.
  • Resources: Additional materials and templates.

 

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Sarah Espinosa at 910-672-2683 or sespinos@uncfsu.edu.

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