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
Try it for 14 days. If it’s not for you, email us and we’ll refund you. After that, cancel whenever you like.
One membership covers all 211 courses, 466 hours of lessons, 499 templates, and new training every month.
- 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.