Streamline Your Business with These Workflow Best Practices
When I'm sitting down with team
members, one of my favorite
questions to ask them is this.
How do you know what you should
be doing next? Hello and welcome
to the sharp business growth
podcast. The podcast for business
leaders who want to create
profitable, scalable growth. I'm
your host deacon Bradley. And on
today's show. I want to be
talking about workflows. I'm an
operator. I'm an integrator. I
love all of that stuff, but
today, if you don't love that
stuff, I'm talking to you.
Because. Too often people who
aren't. I'm talking to visionary
CEOs are here, right? They don't
love workflows. They don't love
all that operational stuff. It's
not there. Their love language.
So to speak. And as a result.
It's kind of just, you know,
neglected in the organization or
they bring someone else in to do
it. But so often I am stepping
into organizations where it is
obvious that this has been
neglected and workflows are
absent. They're in disarray, it
is causing a lot of things to
bounce back onto that visionary
leader. And as an operator and as
an integrator, I take great
offense to that because my job.
Is really to help the visionary
actually be a visionary. That's
the role of the integrator in all
of this? That's the role of an
operator? And so what I want to
do today, It's just step through
at a really high level. What are
these characteristics? Like, what
is this supposed to look like?
What kinds of things can you, can
you put in place here and should
you be expecting to see. From
your side of the wall as somebody
who's not like the lead person
creating all this stuff because
you know what it's okay. It's
okay to not love this stuff like
that is why we all have different
gifts. And we're blessed with
different talents. All right. So.
No big deal. But it's also
important that you understand how
this should look so that you
don't wake up one day and think,
why am I. Struggling. Why are so
many things winding up on my
desk? And that's really what I
see happen really often. Is the
person who is put in that
operational chair. Whether,
whatever it is that you call
them, whether it's the
operational manager, whether it's
the COO, whether it's a project
manager, This individual who's in
that chair is not fully equipped
to understand all of this stuff
that they're setting up. And so
they just kind of set up their
one thing, but. The biggest
problem though. Is that that
individual may not understand.
How. How, uh, not good. It is to
have things wind up on the
visionary's desk. And that's kind
of, I guess the biggest problem
is just them not recognizing
those kinds of things. So. First
things first. I want to give some
examples, just really high level
of like, Workflow models. Okay.
Actually, you know what? Let's
start with attributes here.
Because if I'm going to describe
models, I want you to just be
able to see these attributes. In
the models. And so here are a few
attributes of like, alright, this
workflow. Is working. Number one.
Clarity. A good workflow should
be clear and easy to understand.
I should be able to step into
this as an outsider and say, Hey,
where, where are things in this
process? What needs to be done
next what's being worked on right
now. Have there been any failures
recently that need to be
addressed? Things like that. I
just had this conversation with,
uh, one of my partners teams
earlier today. It's kind of the
inspiration for this workflow,
which is this question that I, I,
I go in and I'm like, Hey, how do
you guys know what you should be
working on today? How do you know
what to work on next? And there
was a lot of head-scratching and
not people really didn't know.
And what that told me was. That
the way that they knew what to do
was by actually going to the CEO
and saying, Hey, What should I do
or worse waiting around for him
to tell them what to do and
that's not. Okay. So you need
clarity. The next thing that you
need is accountability. So a good
workflow should actually assign
responsibility for everything
that's in it. Everything that's
happening, you should be able to
look at a stage and know, okay.
That's deacon stage here. Hey,
that's, you know what, that's
over there in this stage,
justice, how has that stuff
going? He's accountable for all
of those things. So pick it on
justice today. Cause, uh, cause
he's not here. One. To admin
stuff is, uh, is not his favorite
thing, justice as a classic
visionary. Right. But that
doesn't mean that you can't build
accountability. Into this
process. So you need clarity. You
need accountability. You also
need. Flexibility. I was brought
into an organization. Last
summer. And their workflow had
probably about, you know, 15
different stages that something
went through. And we'll talk a
little bit about the model that
they used in the, in the next
section here, but. That workflow
was very inflexible. And so what
would happen is as. As things
like Ebdon flowed with demands,
they would pile up in these
bottlenecks and the process was
unable to adapt. And one of the
biggest reasons it was unable to
adapt is because. It was designed
in a way that created lots of
silos. So people kind of imagine
them. Um, imagine a really long.
Factory line, like maybe this is
a UN, uh, the Tesla factory,
right? And there's a guy who puts
the doors on the car. Probably a
robot, but let's just go with it
for this analogy. It was the guy
who puts the doors on the car.
Right. Uh, if things are backing
up. Before his process. Uh,
where, you know, maybe there's
an, another part that's put on
the car. Oh, that guy wouldn't
know or really care. Cause he
just kind of sat in his spot on
the line and he just put doors on
a car like that. That was it. And
so this workflow, if it's
inflexible. The car door guy
could never really get outside of
that and work on anything else,
because that's not really how
it's designed. You can't adjust
how the factory flows. And so. A
good workflow. When I work with
small businesses, it needs to
have some flexibility built in.
We don't know how things are
going to be going in a month or
two months, like things change.
Okay. And so you should build,
build a workflow. That can
account for that. And so if
you're noticing like consistent
pile ups of bottlenecks, And uh,
where one department is really
busy and another one has not
enough to do. That's a sign that
there's not enough flexibility.
In your workflow of, we need to
make some adjustments there.
Number four, a good workflow
should have great communication.
It should facilitate
communication amongst the people
who were working on it. When
there are handoffs from one thing
to the next. That should be a
communication step. When people
are working within a step,
whether it's for approval,
whether it's to make an
adjustment, like there needs to
be really good communication
involved there. And it, and no, I
do not mean everybody piling in a
slack channel and just having a
free for all. Like throwing
comments out. Right. Like that's
disorganized communication
because. It's involving all the
different stages of the workflow.
All have to look at that and see
what's going on. And then decide,
does this apply to me? No good
communication should be built
into the workflow in a way that
the people who are actually
involved in that step. That they
get the benefit of the
communication, but everyone else
who is not involved in that step
is not burdened by that
communication. So. Sometimes we
mess this up because of tools
like slack. And it's easy to just
be like, you know what. Put
everybody in a room and just
shout stuff out while you're
working. And. The accountability
part assumption built in there is
we all read everything and so we
know everything. And so we're
just constantly reading and
knowing and. Frankly being
confused and overwhelmed. So. Uh,
communication needs to be built
in. But, uh, but please don't
just throw everybody in a giant
room. And then cause as that
process grows and scales. It
will, it will scale exponentially
with complexity and noise rather
than actually scaling up in a
profitable, scalable way that
we're all hoping for. And lastly
your workflow should create
consistency. It shouldn't have a
consistent output and expected
output. The quality should be
there. The quantity should be
there. Those are the types of
things that you're looking for
when you're saying, Hey, am I
able to consistently create a
result? So, if you want a build a
profitable, scalable
organization, you need to be able
to predict how things are going,
whether that's bringing on new
team members. And creating some
outputs from them. Or if that's
doing some sort of big push where
you need. You know, At a certain
output at the other side of that,
you need that consistency or you
will really struggle to figure
out are we on pace? Did we hire
enough people? Are we going to
make our numbers? Uh, those types
of things. So those are the big
things that I'm looking for as
attributes of a good workflow.
Now I want to switch gears a
little bit and look at five
common models for workflows. Now,
this is the part where if you are
a visionary, if, if workflows and
operations is not your love
language, like that's great. I
just want you to hear these,
understand that they exist. They
are simple enough that you can
recognize them in your
organization. And this is one of
the places where I see either a
workflow missing that is easy to
spot and just, or I see the wrong
type of workflow applied. And. As
a business leader. One of your
key roles. Is to get the right
people on the bus. Get them in
the right seats on the bus. And
so what I'm talking about here,
what I want you to be listening
for is. The operator, the project
manager. The operations manager,
whatever that person is on your
team. But I want you to be
listening for is, is this person
in the right seat? Meaning, do
they see these things to do they
understand it? Are they capable
of recognizing these scenarios
and putting plans into place? No,
your job is not to fix them. It's
not to. To go teach them the same
stuff. Uh, it's really just to
recognize them. Cause we're
talking to business leaders on
this podcast. So I want you to be
able to see this stuff. The first
one. Is the base the most basic
workflow. It's a linear workflow.
And a linear workflow, a simple,
essentially is a sequential
process. Every step follows on
the previous step in the process.
And so you think about like the
Tesla assembly line. I mentioned
earlier, like that's a linear
workflow for the most part,
right. The cars literally go down
the assembly line. I mentioned
this earlier. Uh, a marketing
agency that I worked with that at
the end of their output was this
giant amount of copy and
automations and stuff, kind of
all assembled. And do a package,
but it was done in a very linear
fashion or you're creating ideas.
You're writing. Copy. Then
there's graphics and there's
editing and it's like, it went
through this very linear. Steps
of the process. The team I was
talking to earlier today, it was
a linear process. Uh, it was a
content team also making, uh,
like videos and stuff like that.
It's a very linear process. You
record the video, you edit the
video, you publish the video.
That's a linear process. The next
model is a parallel workflow. And
in a parallel workflow, there are
things that are happening at the
same time. To pull this off. You
really need a project manager
orchestrating all of this stuff.
With a linear workflow. You can,
you can get away without having
one. You can set something up in
a project management system, but
even as simple as notion or
Trello. That's going to help you
get a linear workflow done. So I
love linear workflows when they
can be applied in a small
business. Because nobody really
has to manage the whole thing.
And a parallel workflow. There
are different people working on
different things all at the same
time, that's going to take a
little bit more orchestration,
but we're bigger things. It can
help you get things done. A
little bit faster. It can help
you get things done. Bringing in
different types of talents and
teams. And so it's an important
one to understand and recognize
too. The third model is a
circular workflow. And this is
one that I would see a lot in an
advertising agency because a
circular workflow is where things
are. Are done again and again and
again. So when you launch ads,
for example, The work is just
beginning. You are continually
going in. Looking at the
performance. Making a decision.
And then deciding do I create new
ads? Do I adjust a budget?
Something like that, but this
process has to happen over and
over. And if you don't have a
circular workflow process that
helps people remember understand
this question of what should I do
next? What am I doing now?
Without that, what you'll get is
them just kind of scurrying
around from station to station,
looking at stuff. And it's a
little bit of chaos. It's a
little bit of a hit or miss. And
then kind of going back to
attributes of a good workflow.
The thing that I would expect to
be lacking there is the
consistency. So I would probably
Nazi consistency. In an
environment where there. Needs to
be a circular workflow. But one
doesn't exist. This next one is a
little bit fuzzier and I don't
use it quite as often, but I do
deploy it sometimes. It's a
hierarchical workflow. And in a
hierarchal, har hierarchical
workflow is difficult to say. Is
essentially tasks have levels of
importance. And so. Anytime you
are encountering something where
there is there's too much to be
done. It can be helpful to add
this concept of a hierarchical
workflow into it. And because
this can be a little bit
confusing. I'm actually going to
go to something really simple to
explain it. One of my favorite
restaurants in the entire world.
Chick-fil-A. Now Chick-fil-A has
a really, I mean, these, these,
this is a well-run organization
from top to bottom. And if we go
into an actual restaurant, you
will see a hierarchical workflow
taking place. And what that means
is essentially people understand
the team members on the team
understand the level of
importance of different tasks.
And so. There is a long line of
customers. People there are
making food, they're taking
customer orders and they're
getting that food out to
customers. That is what they're
doing all the time. Right. It
seems pretty obvious. Like, you
know, what, what else would you
do at a restaurant? Right. Great
Deegan cool point. But what's
more interesting is when things
aren't busy and this is where the
hierarchical part comes in, that
you can see if you go to a
Chick-fil-A when it's less busy,
there's not as many people in
line. Those employees they're
still there. But more
interestingly, they still know
exactly what to do to move the
business forward. And so when
it's less busy, you will see
fewer people making food, fewer
people, delivering food, fewer
people, taking customer orders.
Those people are now doing less.
Crucial tasks. They are cleaning
tables. They are taking the trash
out. They were doing all these
sorts of things that keep the
restaurant up and running and
make it clean and hospitable to
the guests that are coming in.
That's a good example of a
hierarchical workflow. When I.
Step into an organization and
there are individuals. In this
process, whether there's a
process or not. Who are
completely overwhelmed and there.
You know, can't get all their
stuff done. Uh, hierarchical
workflow is the tool that I put
in place as fast as possible. And
that's really about.
Understanding, what is. Critical
mission, critical tasks. What are
less mission-critical tasks.
Okay. Let's make sure everybody
understands that. So that there
aren't people standing in line or
getting cold food. Uh, while all
the tables are clean, right.
Let's just help. I understand
those things. And so that can
help with throughput. Help with
consistency. Uh, and help.
Understand everything that needs
to be done. The last workflow
model that I use a lot in small
businesses is really agile. Now
I'm going to spare you. My, my
long soapbox on why I actually
don't like agile. If you don't
know, I actually come from a
software development background.
I spent the first decade of my
career in. Very fast paced, very
small, high accountability,
software startups. It was a lot
of fun, learned a lot about agile
and some other methodologies
they're just by experiencing
them. And. Again, I think as a
concept, it's great. The part I'm
going to teach you here is great
and important. You'll immediately
get it. Uh, but yeah, I'm going
to spare you my long diatribe on
why I would not actually
implement this. If I were running
a software business. But an agile
workshop, well is essentially
designed to be. Flexible. It
emphasizes collaboration,
experimentation, continuous
development. And that is why it
thrives in a software
environment. Think of it like
this. And an agile workflow. We
work in sprints. Whether that's
one week or one month, whatever
it is is not important. But
during that sprint. We have a
small set of tasks and we are
focused on finishing those,
getting them all over the line.
And then at the end of that,
we're actually going to replan
the next sprint. So that's where
the agile name and concept comes
from. It is because as an
organization, if you need to
switch directions, change things
up. It helps because you know
that in two weeks, Or however
long your sprint is. You are
going to sit down again with your
team and plan the next two weeks.
So you can very quickly switch.
Focuses of the company of the
team all at once, because this is
just part of your DNA. So while I
wouldn't go out and learn the
agile methodology or try to apply
it specifically, I think it can
be helpful as a leader to
recognize. When you're running a
project or when your team is
taking on a project where there
is a little bit more uncertainty,
you have to create something.
Maybe it's something really big
and you can't totally get your
arms around it right now. Uh, you
don't want to try to plan out the
entire thing all at once at the
beginning, because of all the
unknowns. Um, this is where an
agile workflow can come in and
just knowing like, all right.
Here's what I would X here's how
I'd expect us to work. We're
going to take the first 10 steps.
Then we're going to get back
together and play in the next 10
steps. So if I'm a leader,
Sitting in a chair. Looking at my
organization wondering like,
where's the consistency, where's
the accountability, you know,
what's missing here. I hope I've
given you some tools to be able
to recognize where some of these,
these different things should be
playing a role in your
organization. If those things are
there. Hey, fantastic. Go high
five, your integrator operator,
whatever it is. Do you call him?
And if they're missing, Then now
you have some conversation
starters to start asking
questions and the number one
question. That I would start
with. Is this. How does your team
know what to do next? How do you
know what to be working on?
Thanks for joining me on the
sharp business. Go podcast. Uh,
it's been a little while since
I've been recording, I've been
fighting some major room echo.
Hopefully you couldn't hear it in
this room. Got some acoustic
tiles on order. Because I want to
be recording more of these. And
also. Probably going to be doing
more shorter episodes because
that frankly takes. A lot of the
planning out of it. That has been
holding me back. Gordon with a
lot of projects lately, a lot of
partnerships. A lot of new stuff
going on and that's kind of taken
me away, but I miss you guys. I
love being here. I love recording
this show. I love the feedback I
get. Do you have any questions on
this episode or if there's an
operations related topic? Around
creating a profitable, scalable
business that you want to hear.
I'd love to have an email. Hit me
up. Hello. Deacon Bradley. Dot
com. I'll see you next time.