systemise your business workbook - productivity hub · mission or vision statement. instructions:...
TRANSCRIPT
![Page 1: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/1.jpg)
www.productivityhub.com.au
Systemise your Business
![Page 2: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/2.jpg)
www.productivityhub.com.au
MyNotes
Systemiseyourbusiness:
Gettingstarted:
![Page 3: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/3.jpg)
www.productivityhub.com.au
Identifyyourflow:
Howdoyoucapturenewclient/customerdetails?
• Automatedviaenquiryform/website?Template?
Howdoyoucaptureclient/customerneeds?
• Checklist?Onlineform?
Wheredoesthisinformationneedtobestoredandshared?
• CRM?Accounting?Marketing?
![Page 4: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/4.jpg)
www.productivityhub.com.au
Drawyouractivityflow:
![Page 5: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/5.jpg)
www.productivityhub.com.au
Defineyourworkflows:Whatworkflowsdoyouneed?
Clientlifecycle:e.g.Clientengagement:EnquirytoProposal/Quote
1.
2.
3.
4.
5.
6.
Internalbusinessneeds:Workflowsorstandalonerepeattaskse.g.Socialmediacreation,distributeanarticle,debtorfollowup.
1.
2.
3.
4.
5.
6.
![Page 6: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/6.jpg)
www.productivityhub.com
.au
www.productivityhub.com
.au
Captureyourworkflow
s[W
ORKFLO
WNAM
E]TIM
EFRAM
ETASK
ACTION
WHO
REFEREN
CE
![Page 7: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/7.jpg)
www.productivityhub.com
.au
www.productivityhub.com
.au
Captureyourworkflow
s[W
ORKFLO
WNAM
E]TIM
EFRAM
ETASK
ACTION
WHO
REFEREN
CE
![Page 8: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/8.jpg)
www.productivityhub.com
.au
www.productivityhub.com
.au
Captureyourworkflow
s[W
ORKFLO
WNAM
E]TIM
EFRAM
ETASK
ACTION
WHO
REFEREN
CE
![Page 9: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/9.jpg)
www.productivityhub.com.au
Developyour‘howto’:Examples
©ProductivityHub2017
NewClientResearchCompany:
Date:
Website:
Industry:
WhatthecompanydoesInstructions:Ascertainwhatservices/productsthecompanyprovides.Readthroughthehomepageandservicespageoftheirwebsite.Copy/pasteorparaphrasebelow.
MissionorVisionStatement.Instructions:Copy/pastethisinformationfromtheirwebsiteorLinkedInCompanypage
Businesstagline.Instructions:Reviewwhetherthebusinessusesatagline–thiscouldbebelowtheirbusinessnameormaybeprominentinthewebsiteheadersorcopy
HowmanypeopleareemployedInstructions:ReviewLinkedInCompanypage
Challenges&Opportunitiesin[X]IndustryInstructions:
• Google‘Challengesin[X]industry’–reviewresults&identifytop3challenges• Google‘Opportunitiesin[X]industry’–reviewresults&identifytop3opportunities
Challenges:1.
Opportunities:
1.
1. Whenthedocumentisinternalonly-makeitdualpurpose:providethehowtoinstructionsandspacetocapturetheinformation.
2. Usethe‘form’featureinyourdocumentcreationplatformtoretainformattingandforsimplecompletion
![Page 10: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/10.jpg)
www.productivityhub.com.au
Developyour‘howto’:Examples1. Shareinstructionsofwhat’srequiredtocompletethetask.2. Whendevelopingguidelinesprovideallfactualinformationrequiredanddefinethe
parameterstoguidethepersoncompletingthetask.
©ProductivityHub2018
TravelProfile
• Atravelitineraryshouldbedevelopedforalltravelbookingsandsavedinthe‘Travel’folderontheshareddrive.
• TravelitinerarytemplatetousecanbefoundintheTravelfolder.• Allcompletedtravelitinerariesshouldbesavedas:[datecity]i.e.20170313Sydneysothatthe
mostrecentdocumentappearsasthelastfile.ProfileName: DebbieEglinAirlineAirline Membership PreferencesQantas #123456 • Domesticflight
o Lessthan3hourflight–Economyclasso Over3hourflight–Businessclass
• SeatPreferenceo Aisleseat
• MealPreferenceo Glutenfree,vegetarianmeal
AccommodationCity Name NotesSydney FourSeasonsHotel
http://fourseasons.com/sydney
Phone:+61299811234199GeorgeStreet,SydneyNSW2000
Melbourne HotelLindrumhttps://www.hotellindrum.com.au/
Phone:+6139981123426FlindersStreet,MelbourneVIC3000
TransfersCity Name NotesSydney SydneyHireCars
-Stephen
Phone:0418123456
![Page 11: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/11.jpg)
www.productivityhub.com.au
MyNotes|Project/workflowplatform
FeaturesIneed:
Whatothersareusing:
![Page 12: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/12.jpg)
www.productivityhub.com.au
NextStepsList
ToDo:
![Page 13: Systemise your Business Workbook - Productivity Hub · Mission or Vision Statement. Instructions: Copy / paste this information from their website or Linked In Company page Business](https://reader030.vdocuments.net/reader030/viewer/2022040605/5eab3fd1e602567d622c85ce/html5/thumbnails/13.jpg)
www.productivityhub.com.au
Visit: www.productivityhub.com.au/BBB to book your free 30 minute consultation.
Bookings close September 15, 2018