Business Processes & Systems
Business processes and systems are integral to the success of any business. Recording your processes and systems is a critical part of creating and scaling a growing business. Join this important course to learn how to analyze, research, recommend & record processes & systems for you and your clients.
8 modules
Self-paced video, with the handouts and worksheets each module needs. Finish it and the certificate is yours.
Taught by Tammy Durden, Bookkeeping & Business Management Instructor
- MODULE 1A: Introduction to Your Systems
- MODULE 1B: The Importance of Processes and Systems
- MODULE TWO: Project Management
- MODULE THREE: Common Processes and Systems
- MODULE FOUR: Client Processes & Systems Part 1
- MODULE FIVE: Client Processes & Systems Part 2
- MODULE SIX: Documentation Filing & Automations
- MODULE SEVEN: Marketing Your Services
16 templates you keep
Checklists, worksheets and guides — yours to download and use with clients. Every module's slide handout comes too.
- Taking Stock of Processes
- Time Management Matrix
- Onboarding New Team Members
- Taking Stock of Your Services
- Processes Example
- Client Processes and Systems Research Analysis
- Processes and Systems Report
- Client Processes & Systems Recommendations
- Processes and Systems Analysis Worksheet
- Lesson 1
- Lesson 2
- Lesson 3
- Lesson 4
- Lesson 5
- Lesson 6
- Creating Consistent Content
Every Project Management course, and the other 210
211 courses, 466 hours, 499 templates, new training every month. 14-day money-back guarantee, no questions asked.
- Everything in monthly
- Twelve months for the price of nine
- 14-day money-back guarantee
Also in Project Management: Team Building & Management · Email & Calendar Management · Virtual Project Manager · Client Communication & Management · All 211 courses are in every membership.