CEO @polarnotion. CTO @newstorycharity. Coowner @tenrocket & @sharpp. Run fast. Stay strong. Go boldly forward. Godspeed :: morgan@polarnotion.com

Business Processes Checklist

The following list includes the foundational systems and processes consistent across almost any organization. When an organization feels haphazard or chaotic, it’s likely the team is feeling the weight of unclear expectations. Each process can be further extrapolated to one or more roles within the organization. Each roles should also include an understanding of who participates, who is accountable for completion, and who has final approval.

It’s unlikely that a team could sit down and map out all these processes at once. Their creation should be prioritized based on the highest need within the organization.

* Denotes processes that will likely vary for given teams or departments

Team Members

[ ] Team Member Schedules

[ ] Team Member Milestones

[ ] Team Member Culture Improvement

[ ] Team Member Professional Improvement

[ ] Team Member Feedback

[ ] Team Member Prospecting*

[ ] Team Member Hiring*

[ ] Team Member On Boarding*

[ ] Team Member Project Roles*

[ ] Team Member Skill improvement*

[ ] Team Member Performance Reviews*

[ ] Team Member Off Boarding*

[ ] Team Member Meetings Rhythms*

Clients / Customers

[ ] Prospect Nurturing

[ ] Prospect Ghosting

[ ] Prospect Milestones

[ ] Prospect Close/Win

[ ] Prospect Close/Lost

[ ] Client On boarding

[ ] Client Cultural Improvement

[ ] Client Retention

[ ] Client Education

[ ] Client Up-selling

[ ] Client Cross-selling

[ ] Client Referral Curation

[ ] Client Feedback

[ ] Client Off boarding

[ ] Client Meetings Rhythms

Projects

[ ] Project Prioritization

[ ] Project Staffing

[ ] Project Timelines

[ ] Project Kickoff

[ ] Project Progress Communication

[ ] Project Demo

[ ] Project Deployment / Launch / Execution

[ ] Project Meetings

[ ] Project Feedback