FITC events. For digital creators. Save 10% off ANY FITC event with discount code 'slideshare' See our upcoming events at www.fitc.ca Process with Daniel Schutzsmith Process is important. Sure, as hackers and creatives we might get by for some time on our eccentric ideas and skills, but the reality is that, as a business, we need to define and continually refine our processes to ensure continued growth and quality. In this workshop we’ll examine what kinds of processes are used in the web and design industries, the tools they use, create an outline of your own process as well as a milestone calendar to make sure you complete it after the day has concluded. We’ll laugh, we might cry, but most importantly we’ll grow our understanding and skills to create a process that can help our companies right now. OBJECTIVE Provide attendees with a clear path to documenting and refining their business’ process for growth. TARGET AUDIENCE Freelancers and smallish Studio Managers / Owners under 50 people. ASSUMED AUDIENCE KNOWLEDGE Have used tools like Wikis, Google Docs, and Blogging before. FIVE THINGS AUDIENCE MEMBERS WILL LEARN An understanding of the reasons process is so important in business. An outline of what they’re reasons are for defining the process. An outline of the tools and methodologies they’ll use to define the process. A deeper understanding of how some creative studios and agencies define their process. A rough outline of their process / A calendar of milestones set towards completing their process SCHEDULE 10:00 – 10:15am Welcome and Outline 10:15 – 10:45am Why Process? 10:45 – 11:00am Activity: What are your reasons for defining a process? 11:00 – 11:30am The Importance of a Process Team by Hoss Gifford 11:30 – 12:00pm Activity: Define Your Process Team 12:00 – 1:00pm LUNCH 1:00 – 1:30pm Jason Theodor 1:30 – 2:00pm Activity: Managing Project Flow by Caroline McGregor 2:00 – 2:30pm Tools and Methodologies For Your Process 2:30 – 3:00pm Activity: Choose the Tools You’ll Use to Define Your Process 3:00 – 3:30pm Customizing Your Process by Tom Walsham 3:30 – 4:00pm Activity: Define The Methodologies For Your Process 4:00 – 4:30pm Planning Your Process Documentation 4:30 – 5:00pm Activity: Create a Calendar to Define Your Process

2. Good
Morning.

3. Thanks
to TWG!

4. Outline For
Today

5. An extension of
my process talk.

6. With guests
sharing their
process secrets.

7. Plus a bit of
group therapy.

8. THE ULTIMATE GOAL
Leave with a
plan of action!

9. Who Am I?

13. I worked at a
total of
17 studios

15. Who Are You?

16. Draw Your Favorite
Childhood Toy
With Your
Odd Hand.

17. 1. First Name
2. Hometown
3. Job Title
4. Company
5. Process Pain Point

18. What’s The
Problem?

20. We don’t have a
defined process
for our business.
(Or we have a really loose one.)

22. When you're small,
a process can live
in your head.
(But how does that translate to
10, 20, 50, even 100 people?)

23. If you're running the
business/team, you
CANNOT keep the
process in your head.
(You won’t get anything done to
focus on growing your business/team!)

24. Why Is
Process
Important?

25. Defines the roles
of your team

26. Defines what is
to be expected
of each role

27. Defines how
work gets done

28. Develops a
work ethic

29. Increases
morale

30. Helps establish
a culture

31. Increases
revenue

32. Keeps You
DRY!!!!!

33. Don’t
Repeat
Yourself

34. ACTIVITY #1
Write down 3 goals
that you want to
achieve through
process.

35. 5 Minute
Break

36. The Importance of
a Process Team
with Hoss Gifford

37. The pirate years

38. The pirate years

39. The pirate years

40. Joining
the navy

41. A problem
of scale

42. Annus
horribilis

43. A problem
of scale

44. Solo
Superstar

45. Solo
Superstar

46. A team
game

47. A team
game

48. Another
team
game

49. ACTIVITY #2
Write down who will
be on your process
dream team.

50. Designate a
process leader
(steward of the process)

52. Lunch
(1 Hour)

53. ACTIVITY #3
Defining Your
Brand Pyramid
with Jason Theodor

54. ACTIVITY #4
Managing
Project Flow
with Caroline McGregor

55. Tools For
The Process

58. Write It All In a
Wiki or Docs

60. Gollum

62. Define some
tools but give
some freedom.

64. Define Checklists
(When Appropriate)

67. Use Video!

68. Take My Default
Document

71. ACTIVITY #5
Choose the Tools
You’ll Use to Define
Your Process

72. 1. Choose the tools
you’ll use.
2.Who will set it up?
3.Who will be in charge
of maintaining it?

73. Customizing
Your Process
with Tom Walsham

74. ACTIVITY #6
Define The
Methodologies
For Your Process

75. Plan The
Documentation

76. Document
EVERYTHING
you can.
(Edit Shit Later)

77. Decide What
Processes
You’ll Need
to Document

78. Production
Process

79. Creative
Process

80. Technology
Process

81. Quality
Assurance
Process

82. Client Services
Process

83. Leadership &
Management
Process

84. Human
Resources

85. Marketing
Process

86. New Business &
Sales Process

87. Finance
Process

88. Include the
input of the
whole team

89. Don’t worry about
naysayers, but
listen to the
moans and groans.

90. ACTIVITY #7
Create a Calendar
to Define
Your Process

91. Set some hard
deadlines and
recurring meeting
times with your
dream team.

92. At least plan a few
process team
sessions.
(Get some 6packs, gather
the team, and talk)

93. Don’t Do It
All In The Same
Day Or Week.

94. Session #1: Write
down everything
going wrong.
(Rip the bandaid off!!!)

95. Session #2: Write
down everything
that is going right.
(NOT what is going wrong)

96. Session #3: Write
down everything
you'd like to see
working better.
(In a perfect world we should…)

99. Where Do We
Go From Here?

100. Internally, build
an Intranet.

103. Externally, build
a Client Portal.

106. Have a new
team member
orientation
process!

109. Evolve The
Process!

110. Edit, Edit, Edit

111. REVIEW
EVERY 6
MONTHS

112. Every 5 years,
trash it and
start over
(The words of Rick Webb,
Barbarian Group)

113. NOW GO
DO IT!

114. Thank You!
daniel@digitalempire.io
@schutzsmith