Posts in Processes
The Key Processes that Will Need a Three-Level of Review

Before any critical document goes out both internally and externally at our firm, it must be reviewed by three sets of eyes. We have found that having different team members looking at the final product ensures that any errors are found. What one person doesn’t see, the next person probably will.

Three levels of review might sound like a lot, but all that it means is that the first person generates the document, the second performs a detailed review, and the third does a final overall check to ensure that everything makes sense. Having three separate points of view on critical documents guarantees that they will get different perspectives and be more accurate.

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Business Processes and How to Maintain Them

The one downside to working with processes is that they require maintenance. People move on to different roles or companies, the way the work is done changes and regulations are modified: variation is a constant in business. For processes to remain relevant, a business must plan and prepare for change.

I am reminded of this fact more than ever. We are currently doing an overhaul of all our processes to reorganize them by department and function. As we reclassify the processes, we are also questioning the overall design by department and improving each task. Because we are reprogramming everything for the entire company, it has transitioned into a major project.

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This Is How Review Processes Can Streamline Success

As the CEO of the company Celaque, I need to know and analyze the main events and metrics in each of the departments. The best way I have found to stay up-to-date is through a recurrent review of key indicators and documents within the company. In an established company, this is usually all set up, but in a startup, that is not always the case.

I learned this the hard way as a manager a few years ago. I would sometimes get a question about something that was going on, and I felt embarrassed because I didn’t immediately know the answer. I was in the dark because I didn’t have the numbers at my fingertips or I hadn’t checked in a couple of weeks. I realized then that I needed to find a way to stay on top of the information I needed.

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How to Make Sure Processes are Always Up-to-Date

If there is one constant in the office, it is that everything will change. Once processes have been developed within a company, they need to be reviewed recurrently to ensure they are still effective, relevant, and up-to-date. A new member may have recently joined the team, or perhaps a new system has been implemented which alters the workflow in the office.

We have developed a system for keeping our processes updated at my company, Celaque. It includes periodic reviews, ad hoc modifications, and self-reviews. The best way to make sure the entire body of processes is always updated is through a programmed annual or semi-annual review. Self-review procedures and taking the opportunity to correct processes when mistakes are found are both essential practices to ensure that processes are in the best shape possible.

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