Catching a Cloud, Pinning it Down: How to Capture Non Functional Requirements in Agile

Non Functional Requirements in Agile

You’ve probably heard the expression that “the best things in life aren’t things at all.” Some of our favorite things, such as nights out at the movies, evening walks in the snow and road trips to national parks, wouldn’t mean a whole lot if they didn’t include “things” like laughter, connection, friendship and love.

What do warm fuzzies have to do with non functional requirements in agile? As it turns out these two things are very much alike.

Not a few agile teams have banged away on a big project–planning iterations, completing user stories, producing increment in every sprint–only to discover during testing (or even later) that the product is not in line with the client’s expectations.

The client ordered a pizza, and the team delivered it, exactly to specifications: 16”, pepperoni, piping hot. Yet it lacked something fundamental. Maybe the service was lousy, the restaurant too noisy, the delivery time too long. The team thought it provided just what the customer ordered, yet it wasn’t what they ordered at all.

This leaves the team frustrated and flummoxed. When you play by all the agile rules, such as meet requirements, hold retrospectives and study the burn down chart, how can things go wrong? And how do you change things going forward?

If you’ve learned the hard way that non functional requirements cannot be ignored, even while they cannot be measured, then this post is for you. We’re going to look at how these hazy requirements butt heads with agile, and how to capture and measure their “uncapturable” qualities each iteration.

Agile Functional & Non Functional Requirements

The Definition of Functional & Non Functional Requirements

Let’s start by defining just what functional and non functional requirements are.

Functional Requirements

A functional requirement is a measurable quality or characteristic in a completed project. It’s concrete and often can be seen.

For example, if the project is building a website, a functional requirement may be to build a registration page that includes inputs for both name and email. If the project is to write a song, a functional requirement may be that it includes four stanzas and a chorus.

Since they’re quantifiable and measurable, it’s easy to tell whether or not a functional requirement has been met. It’s as simple as checking something off a list.

Non Functional Requirement

A non functional requirement is a quality or characteristic of a completed project that isn’t directly related to its functionality. It’s neither tangible or measurable, but related to overall qualities the project possesses, or the conditions under which the project must be met.

Non functional requirements (NFRs) include characteristics such as usability, scalability, security, compatibility and performance.

For example, a non functional requirement of “usability” for a website would affect several facets of the project. Copy that’s easy to read, pages that load quickly and a layout that makes navigation between web pages intuitive all contribute to “usability.” However, each of these requirements is quite diverse, and none of them has measurable specifications.

Since they’re nebulous and indefinable and bleed into all parts of a project, then, it’s difficult to determine when a non functional requirement has been met. It’s not so simple as checking a box on a list and pronouncing it “done.”

Further Distinctions between Functional and Non Functional Requirements

Non functional requirements are executive level, big picture goals, whereas functional requirements are easily measurable, definable goals that get into the granular and specifics of the project at hand.

Requirements in the real world aren’t always so cut and dry as to fall into either of these two categories. Many exist in a grey area between the two.

Another distinction between these two requirements is that there are multiple ways to meet an NFR, whereas meeting a functional requirement is clear and straightforward. For example, say a project has a NFR to “increase sales.” This increase may be achieved in one of several ways, including improving the software, increasing the hardware capability or by hiring more employees.

Now that we’ve defined each term, let’s look at how capturing NFRs in agile iterations is a bit like fitting a square peg into a round hole.

The Problem With Mixing NFRs and Agile

The Problem With Mixing NFRs & Agile

Agile teams work efficiently. The agile method is brilliant in part because it ensures a team dedicates its time and energy to increasing the business value of the end project. To this end, each iteration produces increment that meets specific, measurable criteria. Many scrum teams have even developed a “definition of done” that covers all the criteria a task must meet before the user story is complete.

Some agile teams use a system known as “Elephant Carpaccio” which breaks down a long-term project into individual tasks, each of which can be completed in a day. This way, each and every day the team takes another step toward its stated goal.

Everything the team does is a step toward a measurable goal. It doesn’t spend a lot of time going down rabbit holes or building something that has no business value to the client.

A nearly exclusive emphasis on concrete, measurable goals, however, doesn’t jibe with NFRs. Just like two opposite personalities in a workplace, it’s tempting for the agile method to try and sideline NFRs, or even run them out entirely.

Because how can a product manager create user stories and groom a backlog around requirements as vague as “security”? And how does a team assign story points to a requirement as nebulous as “productivity”? How does a team produce increment if the entire sprint it’s working on the foggy notion of “usability”?

The acceptance criteria for a user story entails meeting the “definition of done.” It’s a tactical accomplishment that’s measurable. And non functional requests cannot meet this criteria.

Yet, as we’ve discussed, ignoring NFRs can mean entirely missing the project’s objective. Consider, for example, someone who seeks to improve their health by losing weight. “Overall health,” in this instance, is a non functional requirement, and “losing weight” a functional requirement.

If after a few months this person has lost 50 pounds, it may appear he’s achieving his goal. However, if you look at the larger picture and discover he continues to smoke five packs of cigarettes a day and eats mostly red meat and carbs, he’s not achieving the overall objective at all.

And so as difficult as they are to fit into a backlog or a sprint, ignoring NFRs isn’t an option.

Double-Edged Sword

All this is to say is that the danger of a team focusing only on NFRs is that they’ll go into a “black hole.” They have no increment to present at the end of an iteration. Since they haven’t achieved anything that adds specific business value, they don’t have any need to communicate with the client or with anyone.

On the flip side, the risk of a team focusing only on functional requirements is that they aren’t incorporating larger, big picture thinking into the project. They’re fixated on completing the daily tasks, on the minutia, and may well end up creating something that’s completely missed the mark.

How does a team mitigate both these risks, and marry these two extremes? Let’s go there next!

Steps to Capture NFRs in Sprint Planning

The Three Steps to Capture NFRs in Sprint Planning

Claiming to capture non functional requirements may seem like saying unicorns exist and that Bigfoot lives in the woods behind your house. But it’s not like that. It really can be done.

It starts by approaching NFRs differently from functional requirements. In a broader sense, NFRs are more like constraints than requirements. They’re the boundaries under which a project is executed, the parameters it works within at all times. The functional requirements are executed and completed within these constraints.

NFRs are like company culture in this sense. Although it’s difficult to see and sometimes to define, company culture in fact affects every aspect of the business: from the layout of the workplace, to the attire people wear to work, to the criteria for receiving bonuses and promotions, to the location where the holiday party is held.

Since they’re fundamental to the outcome of a project, NFRs are woven into the entire project, from the planning to the execution to the completion. Without them, something fundamental is missing from the project. And so NFRs are brought into consideration in every sprint planning session.

Yet how do you measure them and determine if they’ve been met? Here’s a simple three-step approach.

1) Prioritize the Non Functional Requirements

The first step is to determine what the NFRs really are. Don’t assume that usability is at the top of the list. Maybe the client values scalability first and foremost.

Completing this first step entails having an open discussion with executives and project stakeholders to get a clear idea of what they are looking to see in the end product.

2) Break the NFR Down

Recall that NFRs are so big and broad that they have many possible solutions. Once you know which NFRs are the most important, at this point it’s necessary to determine how they’ll be executed.

This is demonstrated more clearly with an example. Let’s say an executive wants to increase sales by 10,000 each day. This is a high-level NFR to increase productivity.

The team then determines if this goal is best solved by improving software, increasing the capacity of hardware, or hiring more employees.

Once a path is chosen, the team breaks it down further and determines the individual steps it needs to take. If it decides to hire more employees, this is executed by recruiting, interviewing, training, then hiring new people to do the job.

3) Include NFRs in Sprint Planning

When an NFR has been defined and broken down, it’s much easier to measure and achieve. In this final step, the team creates user stories around these individual steps and includes them in sprints.

For example, if the team decides to hire more people in order to achieve the NFR of increased productivity, then the user stories in the first sprint might be to define the job duties, write a job description and determine the pay. For the upcoming sprints, the team would create user stories around posting and promoting the job, then reviewing applications, and finally interviewing and hiring recruits.

It works the same with other non functional requirements as well. For example, if the NFR is security, and the team is building the registration page, then the user story might be to increase the strength requirement of the password. If the NFR is usability, then the user story might be to create a metric around how long it takes for a page to load. If the NFR is aesthetics, then a user story might be to coordinate fonts and colors within the website.

At this third step, a NFR starts to look very similar to a functional requirement. It can be evaluated per the criteria in the “definition of done” and checked off a list.

Although putting metrics around something like “user-friendly” seems vague, it is possible. As you can see, when broken down, NFRs have metrics and look concrete. This three-step method allows teams to incorporate NFRs into the backlog and assign them user points. They won’t be overlooked. Because they can’t afford to be!

Capturing Non Functional Requirements

Conclusion

Capturing non functional requirements in agile is a real conundrum. Agile and scrum are structured around producing clearly defined, measurable, visible results that you can touch and feel. However, NFRs are just the opposite of that: they’re huge, vague grand objectives that you can’t really “know” if you’ve met or not.

However, it is possible to catch a cloud and pin it down.

Although it may be tempting, the solution isn’t to ignore NFRs. Rather, it’s to get NFRs on the agenda at the beginning, so it’s baked into the entire project. Breaking down an NFR into small, measurable tasks makes it possible to capture them within a sprint.

After a while you’ll find that building a project around NFRs is as easy as “do re mi!”

How to Choose the Best Tech Stack (Even if You Don’t Know What That Is)

Tech Stack

Do you have a fabulous idea for an app, but find yourself overwhelmed thinking about putting all the pieces together? Or maybe your company’s blog is hopelessly outdated, and not converting leads, yet all the alternatives seem too complicated to take on.

Everyone becomes flummoxed by technology at times. There’s so many options, and constant upgrades, and you definitely don’t want to get stuck with the wrong thing. If a software has all sorts of bugs and no one in the office uses it, then your project is a flop and the business doesn’t grow.

You’ve probably scoured the web, hoping to receive sage advice from someone with more know-how about these things than you. But after digging around in conversations on Reddit and Stack Overflow, deluged with subject matter experts ready to dispense advice about JavaScript, Python, PHT, and HTML, it’s likely you’re more confused than ever.

The surprising thing is, you have the answers to your conundrum right in front of you. When it comes to technology, you’re in the driver’s seat of your own project and idea. Choosing the right solution just takes some digging.

You wanna know how to go about it? We’re going to get into that. But first, let’s break down just what a “tech stack” means.

Technology Stack

Tech Stack Defined

If you’re the head of marketing or sales, and something like writing code is completely foreign to you, then selecting a technology stack may seem out of your depth. However, even if you’re not using this exact phrase, whenever you’ve been wanting to improve the user experience and content on your company website, you’ve been thinking along these lines.

What’s a Tech Stack, Exactly?

A tech stack is everything that comprises a digital system. In the same way a car or machine is composed of many smaller parts, an online system is composed of a technology stack.

Everything you use online is composed of a tech stack. Facebook, Twitter, Ebay and Instagram each can be broken down into small parts. Twitter’s tech stack, for example, includes Scala and Java as its programming language, and Django for web framework and Puppet for Software configuration. Ebay uses Java as its programming language (with a java virtual machine) and Node.js as its open-source server.

A marketing tech stack includes everything that’s used to execute a marketing plan. Considering to hire Node.js developers can be a strategic move to enhance your tech stack, ensuring robust and scalable solutions for your digital projects. This includes an email newsletter, social media platforms, content management software, customer relationship management software and analytics.

Working together, these various softwares and services allow a company to reach its audience, convert potential customers and identify which marketing strategies work best.

An application tech stack includes everything needed to get an app up and running. These are things like the programming language, the database, the user interface, the structure and the hosting platform.

From websites to ecommerce stores to video games, every digital program and project has its own distinct tech stack.

Sometimes, after a stack is compiled and the program or project is up and running, one part of the stack becomes obsolete. In this instance, it’s possible to shift the stack and introduce new technologies and remove others, to improve the overall system.

Does this make sense? Now, let’s look into ten guidelines for choosing the tech stack that’s right for your project and your company.

Constraints

1. Identify Constraints

If you’re interested in posting a short story to the web, you know right off that you won’t go to Twitter. The 280 character limit is way too short. A platform like Medium, or else a personal blog, makes more sense in this instance.

In the same way, identifying the objective of the technology you’re building, be it an app or a website or a marketing plan, makes it simple to create parameters around what you will and won’t include in the stack.

For example, if you’re building an app that’s going to be distributed to a wide, diverse audience, you’d choose a web application rather than a desktop application. If the application needs machine learning, you’d select a language that’s capable of this (not all of them are).

When you set boundaries and limitations on what you do and don’t need, it’s much easier to pare down the tech stack that’s right for you.

2. Do What’s Right for You (Not What’s Right for Someone Else)

If a friend raves to you about the fantastic, all-inclusive vacation she’d just taken to Hawaii, that doesn’t necessarily mean you’ll immediately reach out to your travel agent and book the same trip. Maybe sipping a Mai Tai on the beach all afternoon just isn’t your thing.

Advice on how to build a tech stack runs plenteous, like a rain-fed Hawaiian stream. Yet just like recommending a vacation spot, people often dispense tech advice based on their own needs and preferences.

Your situation and objectives are unique. If someone boasts of the brilliance of Puppet, look closer at the infrastructure to see if it really provides what you’re looking for.

Regardless of what anyone claims, there isn’t one “right” or “wrong” tech stack. Finding the “right” one for you means filtering everything you read online through the lens of your own situation.

Keep It All Simple

3. Keep It All Simple

One of the worst outcomes with a new technology (and one we’re all familiar with as well) is people not using it because it takes too long or it isn’t user friendly. Another snafu is when one department in an office uses a system completely different from another department. This creates all sorts of confusion, disconnect and time wasted.

Simplicity is a central objective to selecting technology. Ideally, you want a software that’s user friendly and integrated within all departments in the company. This alignment results in hassle-free processes and allows everyone to work together harmoniously.

4. Put Strategy Before Technology

Say you have a grocery bag full of the finest ingredients–cheeses, pasta, tomatoes, herbs and olive oil. Does that mean you’re going to cook a great meal? Not necessarily.

Technology is just like this bag of groceries. It’s simply a tool. Even state-of-the-art technology is worthless without a thorough and sensible plan.

Say you have a product that doesn’t really solve the problems of your target customer. The best technology isn’t going to sell it. Or you haven’t identified the audience you want to reach with your content. A bug-free and user-friendly CMS isn’t going to generate enthusiasm and leads.

Before even thinking about selecting a tech stack, then, it’s necessary to develop a “recipe,” a strategy, a plan. Understand what you’re setting out to create, the problems it solves and who it solves them for. Then you’re in a position to cook up a delicious, aromatic concoction of technology that will serve up an entree of success!

Be Forward Thinking

5. Be Forward Thinking

When you purchase something like a pricey new coat, you’re almost always thinking toward the future. Will you wear this regularly from season to season? How durable is the material, and how long can you expect it to last?

Similarly, when considering what to include in your tech stack, look into your hopes and dreams for the future of the project. For example, maybe you want the desktop app you’re building to become mobile at some point. This change would affect the foundation of the app, and so planning in advance would keep you from having to rip things apart later.

Although the path ahead may look obscure, spend some time looking down it, and peering around corners. What do you see coming down the pike? And how would these changes impact the technology you choose right now?

At the same time, bear in mind that these are only projected changes. Make future planning a second-tier priority, and primarily address the projects’ needs in the present moment.

6. Take Inventory

Resourceful thinking is a big part of building a tech stack. It’s a bit like taking your winter jeans and turning them into cutoffs for the summer.

When selecting what technology to use for your project, take a look at the team around you. Where are they proficient? Which languages are they most familiar with? Build a stack that plays to their strengths. All other criteria being equal, don’t use Sequel if they’re more proficient in C++.

Moreover, consider the previous technologies the company has built, and break down their infrastructure. If certain applications, tools, servers or systems are already in place, then using them over again would really give you a head start.

Re-using whatever you can, and playing to the strengths of the team makes bringing the project over the finish line much easier—and faster as well.

7. Ask the Right Questions

Seeking advice often means getting buried in another person’s agenda. They may be selling something to you, or they’re pushing a certain programming language because it worked for their app.

This advice isn’t going to get you very far with your project. However, when you hone the questions, and form them around your specific needs, it allows you to discover paths towards your own personal tech stack solution.

Rather than going to an online forum and asking an outright question such as “What’s the best email marketing service?”, consider what features you’re really looking for in the software. Maybe you’re looking to send a newsletter with lots of images and videos, or utilize a wide selection of fonts.

When you ask questions with precision, the answers you need come your way.

Think Expansively

8. Think Expansively

Have you wanted a job, but didn’t bother to apply because you didn’t think you had the right experience?

We’re always placing limits on what’s possible for us, and building a technology stack is no exception. Maybe your team mostly has experience in Java and so you’re hesitant to venture into another language.

However, this kind of boxed-in thinking prevents you from looking at all the possibilities and making the best selections for your project.

Approaching technology with an open mind is central to creating a solid tech stack. Let go of biases or fixed thinking you have around your capabilities with certain technologies, and be open to learning and exploring. Brainstorming is one exercise that’s helpful for getting you thinking big. Then clustering afterwards helps to organize your thoughts.

9. Use the Right Criteria

If you were purchasing equipment for a mountain climbing expedition, you’d probably evaluate it for things like quality, price and functionality. Something like its color; whether it’s blue or green; may well be a secondary consideration.

Similarly, some criteria for evaluating new technology rank ahead of the rest. Here are some to consider.

  • Productivity
    How does a proposed software affect productivity? What sort of ease and efficiency does it provide?
  • Profitability
    What is the ROI this technology poses to offer?
  • Customer Experience
    Will this software allure customers? How will it impact their online experience? Might it increase sales?
  • Community Knowledge
    How active is the online community around this technology? Is it easy to tap into online resources and conversations to find support and increase knowledge?
  • Evolution of the Product
    How has this technology evolved over time? Does it have frequent updates, for example, and how would this impact its functionality in the stack?

When using this criteria to evaluate technologies, it’s helpful to create a chart. List the various softwares you’re considering, and then see how each ranks for the above criteria. This methodical approach ensures you pick the best technology for your project.

Get Everyone on Board

10. Get Everyone on Board

If you’re remodeling your house, it’s important to consider the experience of everyone living within it, from the tallest to the shortest, the youngest to the oldest, and everyone in between.

In a similar vein, when selecting a tech stack, seek input from all departments. Ask probing questions around their experience with the software to learn the changes they’d like to see and the things that are working great.

Understanding the current user experience provides guidance in the decision-making process. Gathering this input also ensures the technology is integrated throughout the entire company.

Stack the Odds in Your Favor

Stack the Odds in Your Favor

Whether you’re just starting out on a project and flummoxed over where to start, or feeling a pressing need to update your outdated technology, venturing into the unknown is difficult.

It’s overwhelming to weigh all the options out there, and wade through tons of information, worrying about choosing technology that turns out to be a dud.

However, it’s possible to find the stack that’s right for your needs and your project. You won’t need any sage advice or oracles. Finding the right tech stack is about first identifying your needs, objectives, goals and pain points. The next step is researching what’s out there and weighing your options.

When you’re considering what project management software to include in your stack, look no further than Teamly, the “one tool that does it all.” From time tracking to kanban boards to audio messages and more, our software creates simplicity within your work processes and an integrated approach to remote working.

Better Safe Than Sorry? The Double-Edged Sword of Compliance Management

Compliance Management System

Nobody likes working with Captain No-No. It’s so disheartening to present a brilliant product or service idea at an all-hands meeting, only to have a cautious manager tear it down with a speech about compliance and regulations.

Yet any compliance specialist or CEO who appreciates the risks of non-compliance is willing to put up with a little name-calling. Because at the same time, nobody likes facing a malpractice lawsuit, or having a regulatory board come into the office for an investigation, or paying a hefty fine to a government agency for breaking the law.

Compliance management is tricky. A business can’t make money if it’s completely buried in rules and regulations. And too many cumbersome regulations ware on a team’s morale and jeopardize the vitality of a business.

Yet the stakes of falling out of line are just as high. A business that’s lackadaisical about rules and regulations pays a hefty cost, as it invites agencies and boards and customers to come in and crack down.

A smart compliance management system see-saws between these tensions. Let’s look at some guidelines to planning a compliance management system, then at strategies to establishing a compliance management system within an organization.

Compliance Management

Defining a Compliance Management System

You’ve probably noticed that we live in a litigious and heavily regulated society. Regardless of its industry or location, every business faces an enormity of regulations. A healthcare business must comply to Health InsurancePortability and Accountability Act (HIPPA) regulations, a food service establishment to its state’s Department of Health regulations, and as of 2018, nearly every online business to General Data Protection Regulations (GDPR). Moreover, every business has to follow municipal, city, state and federal law.

A compliance management system (CMS) is like having insurance against all of these laws and regulations. Building a CMS entails establishing systems so that all processes within a business, including marketing, sales, production and delivery, adhere to these regulations.

A Two-Part System

A CMS has two components. The first is the board oversight. This is a central group who oversees and keeps abreast of all the various laws and regulations, and monitors how they change over time.

And the second is the implementation program. As regulations affect all the systems within an organization, implementation includes things like staff training, internal and external communication and responses to customer complaints.

When these two components lock arms and work together, an organization stays under the radar and doesn’t have to deal with any hot messes. However, if the board ignores one area, say overlooking contracts or not keeping abreast of regulatory changes, the company may encounter a sticky situation.

The Area a CMS Covers

Compliance management is a broad topic, and so it’s impossible to create an exhaustive list of everything a CMS might include. Plus it varies from industry to industry, and by geographic location.

However, a CMS almost always includes precautions and processes around internet security, such as reviewing user accounts, surveying internal office communication and protecting the company from viruses and hackers. It also includes contract and human resource regulations.

A CMS establishes systems in the daily operations so the business operates within the bounds of local, state and federal law. It utilizes plenty of internal controls, such as processes for dual login, and delineates clear exceptions to these processes. It also affects the consumer experience.

The consequences of not complying with various regulations range from benign slaps on the wrist to expensive, time-consuming litigation, to loss of licenses and professional reputations.

Compliance management is exacting, and setting up a system takes some work. Changes in a work environment may elevate risk, requiring increased vigilance. For example, a trend toward remote work heightens risks around employees accessing secure company information from personal devices.

The field of compliance is so broad and the number of regulations so huge that pretty much every organization breaks some rules without even realizing it. Having a system keeps an organization in a safe zone. Let’s look at some guidelines to setting up a smart compliance management system.

List Making and Checking

Making a List, Checking It Twice

No one intends to feed their client a poisoned apple. But when there’s too many (dang!) rules and regulations, unfortunate things happen. We’ve all heard horror stories of doctors operating on the wrong knee, or of financial institutions leaking the personal data of its clients to the public.

So how does an organization approach compliance in such a way that it both mitigates risk and retains enough simplicity to allow the business to run as usual? The answer is creating a priority list and receiving an external audit.

The “Must” List

It takes just a few simple steps to determine which regulations an organization must comply with, and those it can push to the margins or ignore completely.
The first step is to look at all the regulations within the particular business and industry. For an ecommerce business, this probably includes the Payment Card Industry (PCI) Data Security Standard and GDPR. For a business that makes calls to cell phones, it includes Telephone Consumer Protection Act (TCPA) regulations. For any business, the expectations of the clients, say around issues related to privacy, are also included in the mix.

Next, combine the regulations of all these organizations into one massive list. This will look pretty overwhelming, but don’t stress—it’ll be thinned out soon enough.

The third step entails looking closely at everything on the list and determining all the “musts” and the “maybes.” Anything that doesn’t fall into either of these categories can be scratched off and forgotten!

Finally, create a final list that includes everything in the “must” category, and in the second tier include all of the “maybe” items. This final list is the blueprint for the compliance management system. Everything on the “must” side will be included, and only some parts of the “maybe” list, at the judicious discretion of the compliance board.

The Audit

Even when an office is scrupulous around compliance and regulations, chances are it hasn’t addressed everything. The number of regulations is too vast for one or two pesky things not to be overlooked.

The auditor is someone from outside the organization who’s rooting for its success. They know an office is dedicated to providing honest service to its clients, and appreciate what it’s up against with a deluge of regulations from various organizations. A thorough audit spots what a business does well and those things it might change, to make the situation safer for itself and the customers.

Experienced auditors spot red flags right away. They’ve seen the very worst in compliance violations, and are intent to help the next person avoid the pitfalls.

In conclusion, although it takes some time and dedicated effort, it really is possible to create a solid compliance management system. And with a sound CMS established, everyone can breathe easy and go about their workday knowing the processes are free of any serious error or violation.

Convincing the CEO

Convincing the CEO

If a CEO is already paying for a compliance specialist, he may not be keen on making additional investments in technology to streamline a compliance management system. Here are a few pointers to help the CEO understand that a CMS is a savvy business investment.

Explain How a CMS Improves the Bottom Line

A CMS saves money across the board, plain and simple. A company earns more profit when compliance management is streamlined. Team members spend fewer hours at meetings discussing and overseeing compliance. This time instead is dedicated to productivity.

Highlight the Benefits

When working to persuade the CEO to adopt a CMS, frame the proposal in terms of her priorities. Naturally, she’s averse to spending money needlessly, but when she understands a CMS is ultimately about mitigating risk and saving money, she’s more likely to get on board. Communicate the cost of not being compliant, as well as the cost of manual compliance (an increase in labor hours).

Measure the ROI

A good CMS has a significant ROI, even in the short-term. For example, imagine that a streamlined CMS allows employees to dedicate 5 more hours each month to doing their job, which they’d formally put into compliance. This adds up to 60 hours per employer each year. In a team of thirty employees earning an average of $50 an hour, this means an annual savings of $9,000!

Gaining buy-in from the CEO may be tricky at first, but it certainly isn’t a long shot. Understanding the business sense behind the investment makes him or her more willing to go for it.

Compliance See-Saw

Riding the Compliance See-Saw

It’s quite a challenge for a business to remain both competitive and compliant in this culture where technology changes rapidly.

Consider, for example, businesses and departments heavily dependent on communication and outreach, such as collections agencies or marketing departments. They’ve seen a seismic shift in their preferred methods of communication over these past twenty years, when the telephone and snail mail have largely been replaced by email, cell phone and text.

From a business standpoint it makes more sense to utilize these new forms of communication, as it increases the likelihood the business will reach the consumer. However, from a compliance standpoint this is a real headache, as email, cell phone and text introduce regulations that didn’t exist with mail and telephone.

The bottom line is that a business cannot turn a profit and be 100% compliant, nor can it ignore compliance entirely without exposing itself to immense financial risk. This means every business must find a balance by answering questions such as: Which regulations must we adhere to? Where are the grey areas? What are the business costs to compliance?

It’s a complicated arena, and each business arrives at its own answers.

Conclusion

Everyone within an organization looks at compliance a little differently. To employees trying to do their job, compliance looks like working under Captain No-Fun. To a compliance specialist, compliance is about avoiding huge risks. And to the CEO, compliance means balancing the tension between business and regulation risk.

A smart CMS is about protecting the business. The risks of non-compliance are very real, and in extreme cases result in expensive litigation and the loss of people’s career. Even the most conscientious organizations miss some details of compliance, and so all would benefit from an external audit.

Yet at same time, organizations don’t need to take on the huge burden of complying to every single regulation. Finding the right balance is about distinguishing the “musts” from the “need nots.”

Although compliance is a real pain in some respect, it is possible to simplify. A good compliance management system gives everyone in the organization the freedom to do their job, without facing a whole lot of risk.

The Ultimate Guide to Hiring a Freelancer

Hiring a freelancer

Now that it’s clear that freelancing is here to stay, it’s time for companies to start adapting. If you’re looking to hire talented freelancers, but you’re not sure where to start, we’ve got you covered.

This guide will teach you everything you need to know about hiring a freelancer.

Freelancing

Freelancing defined

A freelancer is a professional who offers their services to businesses or individuals temporarily. They are usually self-employed and work independently.

The benefits of hiring quality freelancers:

There are many benefits of working with the best freelancers. Here are some key advantages:

  1. You can get started quickly: When you hire a freelancer, you don’t have to go through the hassle of onboarding or training someone new because they already have the skills and experience you need.
  2. You can hire them for as long or short as you need: With freelancers, you’re not locked into a long-term contract. If you only need someone for a short-term project, you can hire them just for that. You are not obligated to turn them into a full-time employee.
  3. You can treat them as independent contractors for technical skills: This can be a cost-effective way to get access to the technical skills you need without having to hire a full-time employee.
  4. They can be a valuable addition to your team: the right freelancer can bring a new perspective and skill set to your team.
  5. You can work with them remotely: With advances in technology, it’s now easier than ever to work with someone remotely.
  6. You can scale up or down as needed: If you need to increase or decrease the amount of work you’re doing, freelancers can be a flexible option.
  7. They can help with overflow work: When your team is overwhelmed with work, freelancers can help by taking on some of the workloads.
  8. The hiring process is usually quicker: When you’re hiring a freelancer, the process is usually quicker than finding and onboarding a new full-time employee.
  9. You’re not responsible for their benefits: If you hire freelancers, you don’t have to worry about providing them with health insurance or other benefits.
  10. You can try before you buy: Hiring freelancers is a great way to test out someone’s skills before you make a long-term commitment.

As you can see, there are a lot of compelling reasons to work with a freelancer. Just be careful to tailor your recruiting around your specific needs.

What to Consider When Hiring a Freelancer

What to Consider When Hiring a Freelancer?

Once you’ve decided to use freelancers, it’s critical to know how to do so correctly. Here are a few things you need to take into account.

First, you need to consider the scope of the project. What exactly do you need done? Make sure you’re clear about the deliverables, deadlines, and budget before you start looking for a freelancer.

You also need to think about the skills you need. What kind of skills does the freelancer need to have to complete the project? You should also take into account the cultural fit. Are you looking for someone who is a good fit for your company culture?

Finally, you need to consider the price. How much are you willing to pay for the project?

Where to look for freelance talent?

After you’ve decided what you’re looking for in a freelancer, it’s time to start looking for talent. Here are a few places to look:

  • Freelance job boards: When you’re looking for a freelancer, the best place to start is by looking on freelance job boards. Several different job boards cater specifically to freelancers, such as UpWork, Freelancer, and Fiverr.
  • Social media: Social media is a great place to find freelancers. Start by searching for relevant hashtags, such as #freelancewriter or #graphicdesigner. You can also post about your project on social media and see if any freelancers reach out to you. There are also communities like Reddit, where you can find freelancers.
  • Niche websites: If you’re looking for more specific skills, you can also look on niche websites. For example, if you need a logo designed, you can go to 99designs. If you need someone to write code, you can go to Toptal.
  • Offline resources: There are also several offline resources you can use, such as job fairs, meetups, and co-working spaces. You could start by asking people in your network if they know anyone who could do the job.

Post a Job for Freelancers

How to Post a Job for Freelancers

After you’ve considered what you need and where you can find talent, it’s time to write a job listing. This can be a tricky task, as you need to make sure you’re clear about the scope of the project, the skills you’re looking for, and the price you’re willing to pay.

If you’re not sure how to write a job listing, don’t worry – we’ve got you covered. Here’s a step-by-step guide on how to write a job listing that will attract the best talent:

1. Start with a direct headline

The headline is the first thing freelancers will see, so you need to make sure it’s attention-grabbing. A good headline should be clear and concise, and it should give an overview of the project.

A great template for this would be: “Looking for a _____ to do _____ for _____.” For example: “Looking for a copywriter to write blog posts for a tech company.” Direct and clarity are key here. You want to make sure the freelancer knows exactly what they’re getting into before they even apply.

It could be a nightmare if you have to explain the project in more detail after you’ve already hired someone, so make sure you’re as clear as possible from the beginning.

2. Give a fairly detailed overview of the project

The next thing you need to do is give an overview of the project. This is where you’ll need to be clear about the job. Make sure you’re as specific as possible to avoid any misunderstandings later on. If you’re not sure about something, it’s better to be too specific than too vague.

In the description, you should include all the details about the project. This includes :

  • what the project is
  • the deadline
  • an overview of the deliverables

So for example you could write something like:

“We’re looking for a seasoned freelance writer to write 10 blog posts for our website. The ideal candidate will have experience writing about the tech industry, and they should be able to write engaging and informative content.

The deliverables for this project will be 10 well-written blog posts, with a word count of at least 800 words each. We will provide you with a list of topics to write about, but we’re also open to hearing your ideas.

We’re looking for someone who can start working on this immediately and who can complete the project within 2 weeks.”

By including all the relevant details, you’ll save yourself a lot of hassle later on.

Required Skills List

3. List the required skills

In this section, you should list all the skills you’re looking for in a freelancer. This could be anything from specific software skills to industry experience. If you’re not sure about what you need, take a look at similar projects and see what kind of skills they require.

To use our example above, some skills a freelance writer might need would be:

  • Excellent writing skills
  • Self Editing
  • SEO Writing
  • Research Skills
  • The ability to meet deadlines

The more skills you list, the more likely you are to find a freelancer who’s a perfect match for your project. However, don’t list too many skills as this could discourage potential candidates.

4. Indicate the price

Depending on your scenario, you may want to list the price in the job listing or you may want to negotiate it with the freelancer after they’ve been hired. The truth is, when it comes to pay, you have options. You can either offer a lump sum for the entire project or you can pay by the hour.

If you’re not sure about what to pay, there are a few ways to think about it. You can either research what others are paying for similar projects, or you can figure out how much you’re willing to spend on the project.

Just be sure to indicate the price to the degree of specificity that you’re comfortable with. If you’re not sure about the price, it’s better to be vague. Something you could say is, “pay is open for negotiation based on skills and experience.”

5. Give a deadline for receiving proposals

In this section, you should give a deadline for when you want to receive proposals from freelancers. This will help you keep track of the applications and it will also let the freelancers know how much time they have to apply.

You should pay attention to the prompt applicants and the late ones. This could be an indication of how they’ll handle deadlines in the future. Another thing to note is the people that need a lot of help before they can submit a proposal. These are the people that you may want to avoid, as they might need too much hand-holding for the project.

6. Indicate how you will be assessing proposals

After you’ve received proposals from freelancers, you’ll need to assess them and decide who to hire. There are a few things you should keep in mind when you’re doing this.

First, you should assess whether or not the freelancer has the required skills. This is something you should have listed in the job posting, so it should be easy to check off. Next, you’ll want to take a look at their portfolio. This is a great way to get an idea of their work and see if they’re a good fit for the project.

Finally, you should assess their proposal itself. This is where you’ll be able to see how well they understand the project and if they’re capable of doing the work.

7. Choose the freelancer

After you’ve assessed all the proposals, it’s time to choose the freelancer you want to hire. This is usually a combination of all the factors we’ve discussed so far. The freelancer should have the required skills, a good portfolio, and a strong proposal.

Once you’ve chosen the freelancer, you can reach out to them and start working on the project.

Hiring a freelancer doesn’t have to be complicated. If you take the time to write a good job posting and assess the proposals carefully, you’ll be able to find the right freelancer for the job. Just remember to communicate clearly, set expectations, and establish trust with your freelancer. If you do this, you’ll be able to have a successful working relationship.

Note: If you’re not sure who to hire, you can always ask for more information from freelancers. This could be anything from a clarification on their proposal to a sample of their work.

Assessing Freelance Proposals

Assessing Freelance Proposals

Okay so now you have the posting up and you’re starting to receive proposals in your inbox. How do you sift through them and decide who to work with? Here are some key factors:

1. Are they available when you need them?

This is important because you don’t want to be waiting around for a freelancer that isn’t available when you need them. Check their availability before you move forward with anyone.

2. Do they have the required skills?

You should have listed the required skills in the job posting, so now it’s time to check and see if the freelancer has them. If they don’t, then you can move on to the next freelancer.

3. Take a look at their portfolio.

A great way to get an idea of someone’s work is to take a look at their portfolio. This will give you a better understanding of their style and skills.

4. Assess their proposal.

This is where you’ll be able to see how well they understand the project and if they’re capable of doing the work. If their proposal is vague or doesn’t seem like they really understand the project, then you can move on to someone else.

5. Ask for more information.

If you’re still not sure who to choose, you can always ask for more information from freelancers. This could be anything from a clarification on their proposal to a sample of their work.

6. You could always hire multiple people for testing.

If you want to be extra sure, you could always hire multiple people for the project and then choose the one that does the best job. This is a great way to make sure that you’re getting quality work.

The downside of this is that it can be more expensive and time-consuming. But who knows, maybe you’ll find multiple freelancers that you love and want to work with again in the future.

Negotiate with Freelancers

Learning to Negotiate with Freelancers

You’ve just received a few proposals for your project and you’re trying to decide who to work with. One of the freelancers has a great portfolio but they’re asking for more money than you’re willing to pay. What do you do?

Inevitably, you will come across a freelancer that wants more money than you’re willing to pay or they want different terms than you’re comfortable with. This is where negotiation comes in.

Here are some tips for negotiating with freelancers:

Be candid…

First, you’ll need to be very candid about what you’re willing to pay and what your budget is. This will give the freelancer a good idea of what you’re working with and it will help them to adjust their proposal accordingly.

Stay open…

Often freelancers won’t agree to your first offer, so be prepared to negotiate back and forth until you reach an agreement. The key to a successful negotiation is to be fair. To ensure that you stay within the bounds of reason, ask several questions about the project and the freelancer’s offer.

Get it in writing…

Once you’ve reached an agreement, be sure to get it in writing. This will help to avoid any misunderstandings later on down the road.

Ultimately your leverage in a negotiation will come down to how badly the freelancer wants or needs the work. If they’re desperate for the work then you’ll have more leverage, but if they don’t need the work then you won’t have as much negotiating power.

Remember, the goal of negotiation is to come to an agreement that is fair for both parties. So be reasonable in your expectations and be willing to compromise. Reason can be measured by paying attention to the market rates, the scope of work, and the freelancer’s experience.

Paying a Freelancer

Paying a Freelancer

Once you’ve found a freelancer that you want to work with and you’ve negotiated the terms of the project, it’s time to pay them. Here are some tips for paying a freelancer:

The first thing you need to do is agree on a payment method. The most common methods are PayPal, and bank transfer, or if you are on a site like Upwork then you can use their built-in payment system.

Once you’ve agreed on a method, you can set up the payment.

Next, you need to decide how and when you will pay the freelancer. Will you pay them hourly, per project, or in installments? And will you pay them weekly, bi-weekly, or monthly? It’s important to agree on these terms before starting the project.

Finally, you need to make the payment. Once the work is completed and you’re happy with it, simply send the freelancer their payment.

Manage a Freelance Project Tips

Project Management Tips: How to Manage a Freelance Project

Working with a freelancer is different than working with an employee. Here are some tips for managing a freelancer:

Onboarding

Before you start working with a freelancer, you need to onboard them. This means that you need to give them all the information they need to do the job. This includes the project brief, any relevant files or assets, and anything else they might need.

You should also set expectations for the project. This means that you need to be very clear about what you want and what you expect from the freelancer. The best way to do this is to create a detailed project brief.

A project brief should include:

  • An overview of the project
  • Your goals for the project
  • A timeline for the project
  • A list of deliverables
  • Any specific requirements or expectations

By setting clear expectations from the start, you’ll minimize the chances of miscommunication and misunderstanding.

Create a Detailed Project Plan

Once you have a project brief, you need to create a project plan. This should include a detailed breakdown of the tasks that need to be completed, who is responsible for each task, and when the task is due.

Let’s say you hire a freelancer for a website redesign. Your project plan might look like this:

  • Create wireframes for the home page and all other pages: 3 days
  • Design the home page and all other pages: 5 days
  • Develop the home page and all other pages: 10 days
  • Test the website: 2 days
  • Launch the website

A project plan will help you stay organized and on track. It will also help you hold freelancers accountable for their work.

Set Up Regular Check-Ins

Another important tip for working with a freelancer is to set up regular check-ins. This can be done via email, phone, or video call. During these check-ins, you should ask the freelancer how they are progressing on the project and if they have any questions or concerns.

These check-ins are also a good time to give feedback. If you have any changes or suggestions, now is the time to share them. Regular check-ins will help ensure that the project is on track and that everyone is on the same page.

Pay Promptly

When you hire a freelancer, you’re hiring someone to do a job. And like any other job, they should be paid promptly. This means that you should make sure to pay them on time, every time.

If you don’t pay a freelancer on time, you risk damaging your relationship with them. They might not be willing to work with you again in the future. And if you do need to hire them again, they might charge you a premium for their services.

Paying a freelancer on time is a sign of respect. It shows that you value their time and their work.

Summary of the article

There you have it! A complete guide to hiring freelancers. Now that you know where to look for talent and how to assess proposals, you’re ready to start building your dream team.

The bottom line is this: when you hire a freelancer, you need to be organized, professional, and respectful. If you do all of these things, you’ll have a successful experience working with a freelancer. And you might even find that working with a freelancer is more enjoyable than you thought.

How Employers Can Save Money by Allowing Employees to Work from Home

Benefits of working from home for employers

Do you find it kind of shocking that so many businesses are trending towards working from home?

The Pandemic accelerated the shift, but even before then, more and more businesses were allowing their staff to trade in their stuffy old offices for a home office.

But we were headed this way already, the benefits of working from home for employers are just too good to pass up. And now with a broken economy on the cusp of a recession, those benefits are more important than ever.

This article is all about those benefits and how they can help you as an employer. We will explore the different industries that benefit the most from working from home and the types of roles that are well suited for a work-from-home lifestyle.

Working from home can save your company money

How working from home can save your company money

If your company moves to a work-from-home model, there are a lot of potential cost savings.

Your biggest savings by far will be in real estate. You can downsize your office space or get rid of it altogether. And with the rise of coworking spaces, you don’t even need a traditional office anymore.

You’ll also save on things like office furniture and supplies, energy costs, and even food and coffee. With fewer people in the office, you won’t need to stock the break room and kitchen with as much food and drink. And if people are working from home, they’re probably not going out to buy lunch every day.

Of course, there are some costs associated with working from home, like setting people up with the right equipment and internet connection. But overall, you’ll probably see a significant reduction in your operating costs.

Working from home benefits for employers

Five more benefits of working from home for employers

Increased productivity

This is counterintuitive for some employers who fear that their employees will slack off if they are not being watched. However, studies have shown that employees who work from home are more productive than their office-bound counterparts.

There are a few reasons for this. First, employees who work from home have more control over their environment. This means they can create an environment that is conducive to focus and concentration. Second, working from home eliminates distractions like office politics and water cooler chatter. And third, employees who work from home tend to have more flexible hours, which allows them to structure their day in a way that maximizes productivity.

Healthier workforce

According to a study done by Owl Labs, 3 in 4 (74%) said after the pandemic working from home is better for their mental health. That’s a huge number, and it’s not surprising when you think about the benefits of working from home for mental health.

First, there is no commute, which can be a major source of stress for many people. Second, employees have more control over their environment, which means they can create a space that is calm and relaxing. And third, working from home eliminates distractions like office politics and water cooler chatter.

It’s not just mental health benefits either. Employees who work from home also enjoy better physical health because they are more likely to take breaks to move around and they are less likely to catch illnesses from their colleagues.

Improved retention

So what happens when your employee feels productive and happy? They are less likely to leave. That’s right, the benefits of working from home for employers also include improved retention.

When employees feel like they have a good work-life balance, they are more likely to stick around. And when they don’t have to deal with a long commute or office politics, they are even more likely to stay.

Not only that, but employees who work from home are also more likely to be productive and engaged. So not only will you retain your best employees, but you’ll also get the benefits of their increased productivity.

Culture improvement

Even though the in-person connection is important for some businesses, it’s not necessary for all businesses. In fact, in many cases, working from home can improve workplace culture.

How? First, it can help to break down barriers between management and employees. When everyone is working from home, there is no need for hierarchy. Second, it can promote transparency and open communication. When everyone is working together remotely, there is no need for secrets or backstabbing.

And last, but not least, it can help to create a more diverse and inclusive workplace. When employees are not tied to one location, businesses have a much wider pool of talent to choose from.

Top talent from anywhere in the world

The benefits of working from home for employers are not just limited to the benefits we’ve already mentioned. One of the biggest benefits is that it allows businesses to hire top talent from anywhere in the world.

With a work-from-home setup, businesses are no longer limited to hiring employees who live near their offices. This means they can hire the best person for the job, regardless of location.

Not only that but working from home also allows businesses to tap into a global pool of freelancers and contractors. This can be a great way to get work done without having to pay the high salaries of full-time employees.

Cons of working from home

Cons of working from home

Now with all that being said, there are also some potential downsides to working from home.

Isolation and loneliness

One of the biggest downsides is that it can be difficult for your employees to stay focused and motivated when they’re not in an office environment. If you’re not careful, your employees could end up feeling isolated and lonely. And if you don’t have the right systems in place, it can be hard to stay on top of what your employees are doing.

Lack of face-to-face interaction

Another downside is that it can be difficult to build relationships and trust when you’re not interacting with your employees in person. This can make it hard to create a cohesive team culture.

Distractions At Home

Another potential downside is that there can be distractions at home, like family, pets, and the TV. This can make it hard for your employees to focus on their work. But if their responsibilities are clearly defined and they have a quiet place to work, this shouldn’t be a big problem.

Team Cohesion

Last but not least, one of the potential downsides of working from home is that it can be difficult to build team cohesion. When your employees are not in the same location, it can be hard to create a sense of camaraderie and trust. This is especially challenging if your leadership style is more collaborative than directive.

But if you’re careful about how you manage your team, this shouldn’t be a big problem. Just make sure you’re clear about your expectations and that you’re providing opportunities for your employees to interact with each other, either in person or online.

If you’re thinking about implementing a work-from-home policy, it’s important to weigh the pros and cons carefully. Working from home can be a great way to improve employee productivity and retention, but it’s not right for every business. It’s important to consider your company culture and the nature of your business before you make a decision.

Is your industry benefiting from work at home

Is your industry benefiting from work at home?

Not all businesses can take advantage of the benefits of working from home. It depends on the industry you’re in.

For example, businesses that rely heavily on face-to-face interaction, like retail stores and restaurants, would not be well suited for a work-from-home policy. And businesses that require employees to be in specific locations, like construction companies, would also not be able to take advantage of the benefits of working from home.

The best industries for working from home are those that are conducive to remote work, like the following:

  • IT and software development: Software developers, web designers, and IT professionals only need a computer and an internet connection to do their jobs.
  • Writing and editing: Writers, editors, and content creators can also work from anywhere as long as they can access the key resources they need, like their research materials.
  • Call Centers: Many businesses are moving their call centers to remote locations. This allows them to save on overhead costs and tap into a global pool of talented workers.
  • Marketing and advertising: With the rise of social media, many marketing, and advertising jobs can be done remotely.
  • Consulting: Many consultants can do their jobs from anywhere, as long as they have a phone or webcam and a website.
  • Accounting and finance: With the advent of online accounting software, many accounting and finance jobs can be done remotely.
  • Graphic design: Graphic designers only need a computer and an internet connection to do their jobs.

Shifting from office to home

Shifting from office to home: Key questions to consider

After you get buy-in from your boss to work from home, you need to sit down and make a plan. This list is to help you consider all the factors in making your shift to at-home easy.

Do you have a dedicated workspace?

If you don’t have a dedicated workspace, now is the time to create one. It’s important to have a space in your home that is designated solely for work. This will help you focus and be more productive.

Do you have the right equipment?

To work from home, you need to have the right equipment. This includes a computer, internet connection, printer, and any other tools you need to do your job.

Do you have a good ergonomic setup?

It’s important to have a good ergonomic setup when working from home. This means having a comfortable chair, a desk at the right height, and proper lighting.

Do you have a routine?

When working from home, it’s important to establish a routine. This means setting regular hours, taking breaks, and staying focused. Just be sure to make a schedule and stick to it.

Do you know how to stay connected?

When working from home, it’s important to stay connected with your colleagues. This can be done through video conferencing, chat applications, and phone calls.

If you have a family, do they know your work schedule?

If you have a family, it’s important to let them know about your work schedule. This will help minimize distractions and disruptions.

By following these tips, you can make the shift from working in an office to working from home. Just be sure to take the time to consider all the factors involved. With a little planning, you can make the transition for you and your employees seamless.

Conclusion

Working from home has several advantages for businesses, but there are drawbacks. Saving money on office space and increased productivity might be offset by the hidden cost of less interaction with coworkers outside your immediate work team—or worse yet, no interaction at all.

The important thing is to factor in your unique circumstances, as well as those of your employees when deciding whether or not to allow work from home. Your business is unique, and so is every employee. There’s no one-size-fits-all answer, but with a little discernment, you can make the decision that’s best for your business.

Double Your Income With a Workflow Audit

Audit workflow management

We’ve all read a three-star Google review that goes something like: “Great product, once it finally arrived. And the website is a mess. Took me forever to place the order.”

For any type of business, building a great product is a significant milestone. It can take years. Yet even when the product or service has achieved perfection (or something like it), most businesses continue to struggle with something. Maybe payments chronically arrive late, creating cash flow issues, clients rarely return for repeat business, or bottlenecks always form in the production line.

At some point in the evolution of a business, leveling up means playing an entirely different game. It means looking away from the product for a time, and honing in on the process.

If you’re discouraged by patterns of mediocre customer reviews, or you’re tuckered out at the end of every week, yet still not able to make ends meet, the solution may entail slowing down, pressing pause and taking a step back.

Managing a workflow audit gives you the perspective to fine-tune a business and get it purring like a newly rebuilt engine. Let’s clarify just what one is, then outline how you do a workflow audit.

Breaking Down a Workflow Audit

Breaking Down a Workflow Audit

Sometimes an owner purchases a business and the systems and processes are already well-established. At other times, he or she builds the process organically. In either instance, the owner is in the unique position not only to run the business, but adjust and fine-tune it as well.

An audit, broadly defined, is a methodical examination. A workflow audit simply entails scrutinizing each and every work stage within a business, in order to identify places where the foundation is shaky or to find floorboards that need to be replaced. Repairing these weak areas allows a business to level up and grow.

All businesses are complex and each is a little different. However, most can be broken down into similar distinct stages. Using the example of a coffee shop, let’s look at some significant areas to cover in a workflow audit.

1. Current Data & Metrics

Performing a successful workflow audit entails gathering metrics on the current state of the business. In a coffee shop, for example, it’s necessary to know things like the average time it currently takes for a customer to place an order, and the percentage of customers who provide feedback on their experience.

Having these benchmarks allows you to evaluate the effectiveness of the audit. For example, if the order time decreases by 20% after a workflow audit, then it’s clear the tweaks were really an improvement.

2. Intake

Intake is the preliminary interaction with a customer. In a coffee shop, it’s when a customer stands at the counter and places his or her order.

If you’ve ever been in a coffee shop line that’s moving at glacial speed, you have an idea of how to spot a red flag at this stage. Improving intake entails examining the current order method, then tweaking it with something like creating a simpler menu.

3. Production

This is the stage in a business process where the employee fulfills the customer’s order. In a coffee shop, it entails making a latte or heating up a scone and serving it to the customer.

Significant delays in fulfilling orders may indicate inefficiencies in the production process. Looking closely at the current process, then making tweaks (such as purchasing additional equipment or rearranging the space) may well improve metrics at this stage.

4. Payment

Payment is central to any business, no doubt about it. In a coffee shop, the payment comes at the very beginning of the order. However, in many businesses, payments are received at various stages throughout the relationship with the client, or else the client is billed entirely upon the completion of the service.

In a scenario such as a coffee shop, a common problem is the payment process taking too long and creating a bottleneck. This can be improved by upgrading payment technology. In other businesses, a common problem is that payments consistently arrive well after their due date. Remedying this problem may entail properly onboarding and training clients with the company’s payment method.

Customer Satisfaction

5. Customer Satisfaction

Evaluating customer satisfaction is critical. If the customer isn’t happy, then the business isn’t happening! It entails looking closely at the number of clients who return for repeat service and what clients say in feedback, both formally and informally.

A low rate of repeat clients means it’s time to employ some client retention strategies. In a coffee shop, for example, this might mean offering perks or discounts to customers who make a certain number of purchases.

These five bullet points cover some key areas to include in a workflow audit, but it’s by no means an exhaustive list. Identifying the various work stages for your business entails looking closely at every step in the process, from marketing and drumming up new clients, all the way to following up with clients and soliciting repeat service.

The key to performing a workflow audit is digging down to identify root causes to problems, and not providing band-aid solutions. For example, if washing dishes in a cafe takes too long, the solution isn’t necessarily to hire a second employee. Rather, it may be to rearrange the equipment or purchase better equipment to make the process faster.

A workflow audit isn’t a one-time event. It’s necessary to fine tune and tweak processes, then examine the new metrics on a quarterly or biannual basis to understand how the changes are working. It’s a healthy practice for any business to perform a workflow audit twice a year, such as one time after tax season, then a second time in the fourth quarter.

Conclusion

We’ve all heard the expression that a stitch in time saves nine. Sometimes the idioms really are true to life. As much as we might want to stay on the business treadmill, a workflow audit means ignoring a compulsion to go, go, go.

Every business gets to a stage where the only way to move forward is to take a step back, to look at processes, to evaluate systems, to identify bottlenecks and to creatively seek solutions.

It may feel indulgent or counterintuitive, but to quote Abraham Lincoln, “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”

Thoughtful preparation is central to maximizing the potential of your business. The time spent performing a workflow audit (evaluating systems and tweaking processes) ensures fluidity within each work stage.

If you feel like you’re always reacting to things in your business and never have the time to plan, or if your marketing methods don’t reel in the quantity of new customers you need, then a workflow audit is just the solution.

When choosing platforms to assist with streamlining your processes and systems, look no further than Teamly! Our one-stop platform for remote companies allows you to pair your superb product or service with systems that facilitate an efficient business.

Why you should use Kaizen for your Project Management Team

Kaizen Project Management

If you want to be at the top of your game, you need to continuously improve. This is true for life as well as businesses. Kaizen is built on the idea that small changes lead to big improvements over time.

The beauty of Kaizen is that it can be tailored to fit any type of situation. Whether you’re trying to increase productivity in the workplace or streamline a project, Kaizen can help you achieve your goals.

In this post, we’ll look at the Kaizen approach in greater detail and show you how to optimize your project teams by using its process.

Kaizen Meaning

What is Kaizen?

Defined

When broken down etymologically, Kaizen translates “change” (kai) and “good” (zen). Together, these words form the basis of the Kaizen philosophy: “change for the better.” In business, this means striving for continuous improvement in all areas of the company. This could be anything from improving customer service to increasing productivity.

The key principle is that small incremental improvements lead to big transformations over time. Or another way to say it is, that it’s all about making incremental changes that add up to create significant results.

In essence, Kaizen is part philosophy and technique. The philosophy emphasizes the mindset of always looking for ways to improve and never being satisfied with the status quo. The technique provides a framework for solving specific problems or improving specific areas.

Origins

It was first introduced into Japanese businesses after World War II as a way to improve productivity and quality. It was specifically used in the automotive industry, which was struggling to compete with Western companies. The Kaizen approach has since been adopted by companies all over the world, including some of the largest and most successful organizations.

Kaizen Project Management Approach

Kaizen approach: Project Management

If Japan’s competitive success after WWII was any indication, it seemed that the Kaizen approach could work for other businesses outside of Japan. And it has. Kaizen principles have been adopted by project management teams from all over to help create actively engaged and high-performing teams.

There are several reasons for this.

For one, the Kaizen approach helps to identify and reduce waste in all forms. This is important because it can help teams to focus on the most important tasks and avoid distractions that can lead to project delays.

In addition, Kaizen philosophy encourages everyone to be actively involved in continuous improvement processes. This sense of ownership and responsibility can help to engage team members and get them more invested in the success of the project.

Finally, the Kaizen approach can help to create a culture of continuous learning. By encouraging team members to share their knowledge and experience, you can create an environment where everyone is constantly learning and growing. This type of culture is essential for long-term success.

What’s the time commitment?

Kaizen activity for project management usually takes place in short, daily, or weekly intervals called “Kaizen events.” These events are designed to focus on a specific process or area that needs improvement.

During a Kaizen event, the team will brainstorm ways to improve the process and then implement those changes. The hope is to make continuous improvements to your business processes that will lead to better overall results.

Different uses…

You can use Kaizen in several different ways:

  • To improve productivity in the workplace
  • To reduce waste and unnecessary costs in a business
  • To streamline processes
  • To improve quality control
  • To enhance customer service

How Kaizen program management works

How Kaizen program management works

If you want to try out the Kaizen approach for your next project, there are a few things you need to keep in mind…

First, aim for small but consistent execution

The key to success for project managers is to aim at continual improvement. This should help your project team enhance their quality management by implementing improvements.

If you were a management consultant, you would focus on helping the team to identify areas for improvement and then developing a plan to tackle those areas. This could involve anything from process changes to new methods of communication.

Second, use structured frameworks

Structured frameworks are an important part of Kaizen program management. It provides a level of direction for your team to follow as they strive for continual improvement.

There are a few different frameworks you can use, but one of the most popular is the PDCA cycle.

The PDCA cycle stands for Plan, Do, Check, Act. This framework helps you to identify a problem, come up with a plan to solve it, execute the plan, and then check the results to see if the problem has been solved or if there is room for more improvement. If not, you can adjust your plan and try again.

Third, find and eliminate waste

To optimize your project team’s productivity, you need to focus on eliminating waste. This could be anything from unused materials to wasted time.

There are a few different ways to do this:

  • For one, you could streamline your processes. This involves anything from automating tasks to eliminating unnecessary steps.
  • Another way to eliminate waste is by identifying and eliminating bottlenecks. This could involve anything from improving communication to investing in new technology.
  • Finally, you could focus on improving quality control. This means ensuring that your team is following best practices and that they are catching errors early on.

Fourth, identify problems in processes rather than people

This means that you should look for ways to improve the process itself rather than trying to find someone to blame.

For example, if there is a problem with communication, you should focus on finding a way to improve communication rather than placing blame on any one person.

The same goes for any other area where you see a potential problem. It’s important to remember that team members are more likely to be open to change if they feel like you’re making small improvements to dial in the process rather than finding someone to blame.

Leverage digital tools

Fifth, leverage digital tools

There are a few different ways to use digital tools to support your Kaizen program management.

For one, you can use project management software to help you plan and execute your Kaizen events.

You can also use data analytics tools to help you identify areas of improvement. These tools can help you track metrics and understand how your team is performing.

Finally, you can use software tools to share information with your team. This could be anything from using a chat tool to set up a shared document repository.

One huge benefit to leveraging digital tools is that modern technologies can help you identify transformational projects that will have the biggest impact on your organization. In other words, it can help you focus on the right things so that you can continuously improve.

Sixth, standardize operation procedures

One way to ensure that your team is consistently improving is to standardize operation procedures also known as SOPs.

This means that you should document the best way to do things, i.e. benchmarking, and then make sure that everyone on your team is following those procedures. Without benchmarking it’s difficult for businesses to analyze the results and it will be nearly impossible to measure improvements resulting from Kaizen Events.

Summary to article

If you want your team to be productive, you should consider using the Kaizen approach. Not only will it help you improve processes, but it’s also low pressure and low stress due to its focus on small, incremental changes.

So, if you’re looking for ways to improve communication or eliminate waste, Kaizen could be a good fit for you.

The Essential Guide to Onboarding New Managers: Setting the Tone for Success

Onboarding a new manager

Being a manager can be incredibly stressful. After all, you’re responsible for ensuring your staff is connected, efficient, and productive.

But imagine if you had to take on that role in a new company. Suddenly, you’re not only responsible for your team, but also for getting acclimated to a new work environment and corporate culture. It can be daunting, to say the least.

That’s why it’s so important for businesses to have an onboarding process for new managers.

Unfortunately, most businesses don’t give the onboarding process nearly enough attention. A recent study by Gallup found that only 12% of employees in the workforce feel the onboarding process for new hires was good.

12% is shockingly low, this means that there’s a lot of room for improvement when it comes to getting new managers acclimated to their role. The danger here is if the onboarding process fails, it can lead to a whole host of problems, including decreased productivity, high turnover rates, and a negative impact on company culture.

That’s why It’s important to have a strategy for onboarding new managers. In this article, we’ll share the most effective ways to quickly get new managers up to speed and ready to lead.

Big challenges to onboarding quickly

The five big challenges to onboarding quickly…

Onboarding a new manager into an active team dynamic can be difficult. It’s like getting a new player into the game in the middle of the fourth quarter. The new manager is coming in at a time when things are already in motion and they need to quickly assess the situation, learn the rules, and start contributing. It’s a tough but essential task that requires careful planning and execution.

But first, let’s take a look at the five big challenges to onboarding quickly:

1. Learning the ropes of the organization

The first challenge is learning the ropes of the organization. Your new manager needs to understand the company’s culture, values, and goals. They also need to learn about the team’s dynamics, how decisions are made, and who the key players are. All of this can be a lot to take in, especially if the organization is large or complex.

But with the right support, the new manager can quickly get up to speed and start contributing. The key is to give them the resources they need to learn about the organization and their team. Repetition is also important. The more times they see or hear something, the more likely they are to remember it.

2. Establishing trust

Trust is key in any relationship, but it’s especially important in a manager-employee relationship. Your new manager needs to earn the trust of their team before they can start leading effectively. This can be a challenge, especially if the team is resistant to change or skeptical of new leaders.

The best way to build trust is to be open, honest, and transparent. Your new manager should share their vision for the team and the organization, and they should be clear about their expectations. They should also take the time to get to know their team members on a personal level.

The fact is that building trust generally takes a long time, but there are certain things you can do to help speed up the process.

First, allow them to shadow someone who is already established in the organization. This will help them to see how things are done and get a feel for the culture.

Second, introduce them to key stakeholders and decision-makers. This will help them understand the hierarchy and how things work.

Lastly, give them opportunities to lead. This will help them to prove themselves and build trust with their team. Ultimately the speed of established trust will depend on the individual and your work culture.

Getting up to speed

3. Getting up to speed

Another huge challenge is getting up to speed quickly. Your new manager needs to learn about the team’s goals, objectives, and deadlines. They also need to understand the organization’s processes and procedures. All of this can be overwhelming, especially if they’re coming into a fast-paced environment.

The key is to give them time to adjust and ease into their new role. Start by giving them small tasks and gradually increasing their workload as they get more comfortable. Momentum is your friend here. The more they do, the more confident they’ll become.

It’s also important to give them a clear understanding of what is expected of them and what the process is for accountability.

Do you remember what it was like when you started your first job? It’s normal to feel a bit lost and uncertain in the beginning. The key is to be patient and give them the time they need to get up to speed.

4. Managing expectations

The new manager needs to set realistic expectations for their team and manage the team’s expectations of them. This can be difficult, especially if the team is under a lot of pressure to perform.

The key is to have a clear understanding of what the team is capable of and what their goals are. Once you have that, you can start setting realistic expectations. It’s also important to keep the lines of communication open and honest. This will help to prevent misunderstandings and miscommunication down the line.

To the degree that expectations are met, the team will begin to trust their manager. As that trust builds, so will the team’s performance.

5. Making an impact

The fifth challenge is making an impact. The new manager needs to make a positive impact on the team and the organization. They need to demonstrate their leadership skills and add value to the team. This can be difficult, especially if the team is already high-performing.

The challenges above are just a few of the many that businesses face when onboarding new managers. But don’t worry, there are ways to overcome these challenges and ensure a smooth transition.

Stages of onboarding

The four stages of onboarding…

We identified four distinct stages that are essential for a successful onboarding process. By following this structured process, you can onboard new managers quickly and effectively. The process consists of four stages: 1. Pre-arrival, 2. Arrival, 3. Assimilation, and 4. Integration.

1. Pre-arrival:

There’s a good chance that during the interviewing process, the organization didn’t do a very good job of orienting the new manager to what they will actually be doing. The pre-arrival stage is your chance to make up for that.

During this stage, you’ll need to gather information about the organization and the team. This needs to be the most potent and accurate data set you can provide.

Really what you want here is to offer information that gives the most amount of context about what the manager will experience in their role and on their team. The goal is to help the new manager understand the culture, values, goals, and expectations of the organization.

Make sure the new manager has answers to the following questions: What is the organization’s history? What are the organization’s values? What are the organization’s goals? What is the team’s purpose? Who are the key players on the team?

You’ll also need to develop a plan for the new manager’s first few days. This will help them get up to speed quickly and make a positive impact on the team.

Create a checklist for pre-arrival.

  • Confirm the new manager’s start date.
  • Gather information about the organization.
  • Gather information about the team including previous projects’ successes and failures.
  • Develop a plan for the new manager’s first few days.
  • Create a communication plan.
  • Prepare for the new manager’s arrival.

Manager Arrival

2. Arrival:

Right out of the gate, you need to make a good impression. Putting on hospitality and welcome is crucial during this stage. The new manager should feel like a valuable member of the team from the start.

The goal is to make the transition as smooth as possible. To do that, you need to have a plan and you need to stick to it. This plan will help the new manager get acclimated to their new surroundings quickly.

First, you’ll need to give them a tour of the office and introduce them to their team. They need to make contact with as many of the important people as possible and get a sense of the company culture.

Next, you’ll need to go over the company’s policies and procedures. This is important so that the new manager knows what’s expected of them. They should also have a clear understanding of the company’s values.

But be sure to not overwhelm them with too much information at once. All they need is the necessary information so they can take the next steps.

Finally, you’ll need to set up some time for the new manager to meet with their direct reports. This is an important step because it will help the new manager get to know their team and build trust.

Create a checklist for arrival

  • Make a good impression.
  • Welcome the new manager.
  • Give them a tour of the office.
  • Introduce them to their team.
  • Go over the company’s policies and procedures.
  • Set up some time for the new manager to meet with their direct reports.

Assimilation

3. Assimilation:

After the initial flurry of activity, it’s time to get down to business. During this stage, you have two essential objectives: help the new manager get up to speed and start contributing to the team.

Essentially, assimilating managers to your team is about education and connection. And it’s more like a crockpot than a microwave. It takes time and you need to be patient. That’s why it’s imperative to never forget that they need time to adjust to their new surroundings. Start slow and ramp up the pace as they get more comfortable.

You’ll need to provide the new manager with the resources they need to be successful. This includes things like access to information, training materials, and support from other members of the team. It also includes current projects so they can hit the ground running. The goal is to get the new manager up to speed as quickly as possible so they can start making a positive impact on the team.

But it’s not just about giving them the resources, it’s also about helping them connect with the right people. The new manager should feel like they have a support system in place. They should know who to go to for help and advice.

One of the best ways to do this is to set up regular check-ins. This allows you to see how the new manager is doing and offer assistance if needed. It also gives the new manager a chance to ask questions and get feedback.

Create a checklist for assimilation

  • Provide the new manager with relevant project resources.
  • Help them connect with the right people.
  • Set up regular check-ins.

Integration

4. Integration:

After the honeymoon period is over, it’s time to focus on the future. During this stage, you’ll need to help the new manager develop a vision for their team. You’ll also need to start working on long-term goals. The goal is to help the new manager settle into their role and start making a lasting impact on the team.

This will create even more momentum as the new manager starts to see their vision come to life. And as they start to achieve their goals, they’ll gain even more confidence in their abilities, ensuring retention for the long haul.

One of the best ways to do this is to create a roadmap. This will help the new manager see where they need to go and what they need to do to get there. It’s also a great way to track progress and keep everyone on the same page.

Another important thing to remember is that integration is a two-way street. It’s not just about integrating the new manager into the team, but also about integrating the team into the new manager’s vision. This means involving them in decision-making and giving them a say in how things are done.

Create a checklist for integration

  • Create a roadmap.
  • Include the new manager in decision-making.
  • Give them a say in how things are done.

Evaluating the onboarding process

Evaluating the onboarding process for future hires…

After the dust has settled, it’s time to sit back and assess how things have gone. This is an important step in the onboarding process because it allows you to identify areas that need improvement.

One of the best ways to do this is to solicit feedback from the new manager. They’ll be able to tell you what worked well and what didn’t. This feedback is essential for making sure that the next onboarding experience is even better.

You should also involve the rest of the team in the evaluation process. They’ll be able to offer valuable insights into how the new manager is doing. And they may even have some suggestions for improvement.

Finally, don’t forget to celebrate your successes. This is a big accomplishment for both the new manager and the team. Take the time to pat yourselves on the back and enjoy the fruits of your labor.

Conclusion

Onboarding a new manager can be a daunting task, but it’s also a vital part of any business. By following these simple tips, you can help the new manager settle in and start making a positive impact on the team. And as they continue to integrate into the role, the momentum will only increase. So take a deep breath and dive in. The rewards are well worth the effort.

Don’t Let Asset Management Problems Derail Your Project

Asset management problems

Imagine this: You’re a project manager tasked with overseeing a new project. The project is already behind schedule and over budget, and the last thing you need is a delay caused by poor asset management.

Unfortunately, that’s exactly what you’re facing. Inaccurate tracking of replacement parts has resulted in a shortage of crucial supplies, and the budget for repairs has been woefully inadequate. As a result, the project is further behind schedule and the costs are spiraling out of control.

Imagine how frustrating this would be! You’re doing your best to manage the project and keep it on track, but poor asset management is making your job nearly impossible.

This is a very common issue and one that can easily derail a project if it’s not dealt with quickly and efficiently. By being aware of the most common asset management problems, you can take steps to prevent them from happening in the first place.

In this article, we’ll take a deeper look at the most common asset management problems and offer some tips on how to avoid them.

Assets are…

Assets are exactly what they sound like – anything that’s used to complete a project. This can include physical assets like tools, equipment, and machinery, or intangible assets like software licenses and intellectual property.

Common asset management problems

Analyzing the most common asset management problems

Asset management is a crucial part of any project, yet it’s often one of the most overlooked aspects. It may lead to a series of issues, any of which might result in lengthy delays or even project failure.

Poor asset management can cause several problems, including:

  • Inaccurate tracking of assets can lead to shortages of crucial supplies.
  • Failing to properly budget for replacement parts, can result in unexpected and costly repairs.
  • Losing track of service contracts and warranties can result in expensive repairs or replacements.
  • Not keeping track of asset maintenance, can lead to breakdowns and delays.
  • Liabilities and safety risks resulting from inadequate asset maintenance.
  • Failing to understand how assets depreciate.

Inaccurate Tracking of Replacement Parts

One of the most common asset management problems is inaccurate tracking of replacement parts. Usually, this happens because there’s no centralized system for tracking assets. As a result, individual team members are left to keep track of their supplies, which can lead to shortages of crucial parts.

To prevent this, it’s important to have a centralized system for tracking assets. This can be as simple as using asset management software or keeping a physical inventory of supplies.

Or you could avoid this by over-ordering replacement parts. This may seem like a waste of money, but it’s often cheaper in the long run than having to stop work to order more parts.

Failing to Properly Budget for Replacement Parts

Another common asset management problem is failing to properly budget for replacement parts. This can happen when asset managers don’t have a clear grasp of the ownership costs. As a result, they underestimate the cost of replacing parts and wind up with an insufficient budget.

This can often happen in companies that own a lot of assets. For example, a company that owns a fleet of vehicles may not realize how much it costs to replace the tires on all of their vehicles. As a result, they may budget too little money for tire replacement and end up having to stop work to order more tires.

To avoid this problem, it’s important to have a clear understanding of the costs of ownership. This includes not only the cost of the replacement parts but also the cost of labor, shipping, and any other associated costs. Once you have a clear understanding of these costs, you can develop a realistic budget for replacement parts.

Losing Track of Service Contracts and Warranties

Another common asset management problem is losing track of service contracts and warranties. This can happen when asset managers fail to properly maintain records of these agreements. As a result, they may end up paying for expensive repairs or replacements that could have been covered by the warranty.

For example, imagine that your business purchased several computers two years ago. The warranty on these computers is set to expire in a few months. However, you can’t find the service contract and don’t know if it’s still valid. As a result, you may end up paying for repairs that could have been covered by the warranty.

This is why it’s important to keep meticulous records of all service contracts and warranties. This includes not only the contact information for the vendor but also the terms of the agreement. By keeping these records up to date, you can ensure that you’re always aware of which repairs and replacements are covered by a warranty.

Not Keeping Track of Asset Maintenance

Not Keeping Track of Asset Maintenance

Another common asset management problem is not keeping track of asset maintenance. This can happen when assets are spread across multiple locations and team members don’t have a clear understanding of who is responsible for maintaining them. As a result, assets are not properly maintained and can break down, which can cause delays.

So that’s why it’s important to have a clear understanding of who is responsible for maintaining each asset. This can be done by keeping a central database of asset maintenance records or by using asset management software.

Liabilities and Safety Risks Resulting From Inadequate Asset Maintenance

Another common asset management problem is poorly maintained assets. This can happen when team members get lazy about maintaining assets or when there’s no clear system for maintaining assets. As a result, assets break down and need to be repaired or replaced, which can cause delays. If not properly maintained, assets can also pose safety risks to workers.

To avoid this problem, it’s important to have a clear system for maintaining assets. This can be done by using asset management software or by keeping a central database of asset maintenance records. It’s also important to make sure that team members are properly trained in how to maintain assets.

Failing to Understand How Assets Depreciate

Another common asset management problem is failing to understand how assets depreciate. This can happen when team members don’t have a clear understanding of the depreciation schedule for an asset. As a result, they may make poor decisions about when to replace an asset.

Imagine that your business owns a lot of equipment that is used in the production process. This equipment has a lifespan of five years. However, team members only budget for replacements every 10 years. As a result, the equipment breaks down and needs to be replaced more often than necessary, which can cause delays.

To avoid this problem, it’s important to have a clear understanding of the depreciation schedule for each asset. This can be done by using asset management software or by keeping a central database of asset depreciation records.

Asset management

To summarize so far…

Poor asset management can cause a number of common problems for project managers, including inaccurate tracking, failing to properly budget for replacement parts, and not keeping track of asset maintenance. These problems can cause serious delays and even project failures. By being aware of these potential issues and taking steps to prevent them, you’ll be in a much better position to manage your projects successfully.

Protips for Avoiding Asset Management Problems

Now that you understand some of the most common asset management problems, now it’s time to optimize and clarify your own asset management processes. Check out these tips to get started:

Protip #1: Meticulous Inventory

Keep a detailed inventory of all assets. This includes everything from tools and equipment to software licenses and intellectual property. Be sure to include serial numbers, purchase dates, and other pertinent information.

Most businesses keep a central database of all assets. This can be done using asset management software or by simply maintaining a spreadsheet. However, some businesses choose to keep paper records. Whichever method you choose, be sure that all team members have access to the records and know how to update them.

Protip #2: Key Personnel

Establish who is responsible for each asset. This includes everything from maintaining the asset to making sure it’s properly used. Be sure to include this information in your asset records.

Be sure to schedule regular check-ins to ensure that team members are properly using and maintaining assets. This can be done through asset management software or by simply holding regular meetings.

Protip #3: Budget For Depreciation

Budget for replacement parts and depreciation. This includes factoring in the cost of repairs, replacement parts, and depreciation when making budget decisions. Be sure to include this information in your asset records.

Make sure to budget for unexpected repairs and replacements. This can be done by setting aside a certain amount of money each month or by creating a dedicated repair and replacement fund.

Keep a Depreciation Schedule

Protip #4: Keep a Depreciation Schedule

Develop a clear understanding of the depreciation schedule for each asset. This includes knowing when an asset will need to be replaced. Be sure to include this information in your asset records.

Avoid making poor judgments about when to replace an asset by having a firm grasp on the depreciation schedule for each item. This may be performed with asset management software or by maintaining a centralized database of asset depreciation records.

Protip #5: Maintained Assets

Ensure all assets are properly maintained. This includes regular cleaning and inspection. Be sure to include this information in your asset records.

To avoid problems with assets, it’s important to ensure they are properly maintained. This includes regular cleaning and inspection. Be sure to include this information in your asset records.

Protip #6: SOP For Asset Management

Develop standard operating procedures (SOPs) for asset management. This includes everything from how to properly use an asset to how to maintain it. Be sure to include this information in your asset records.

By having a clear and concise SOP, you can avoid many of the common problems associated with poor asset management. This includes everything from misusing an asset to not properly maintaining it.

Conclusion

Inadequate planning often results in extensive delays and even project failures. By being aware of these potential issues and taking steps to prevent them, you’ll be in a much better position to manage your projects successfully.

 

FAQ: for Asset Management issues.

Q: What are some of the most common asset management problems?

A: Inaccurate tracking, failing to properly budget for replacement parts, and poor asset maintenance can all lead to serious delays and project failures.

Q: What should I include in my asset records?

A: Be sure to include serial numbers, purchase dates, and other pertinent information. You should also budget for replacement parts and depreciation.

Q: How often should I check in with my team?

A: Be sure to schedule regular check-ins to ensure that team members are properly using and maintaining assets. This can be done through asset management software or by simply holding regular meetings.

Q: What should I do if I encounter an unexpected repair or replacement?

A: Make sure to budget for unexpected repairs and replacements. This can be done by setting aside a certain amount of money each month or by creating a dedicated repair and replacement fund.

Q: How can I ensure that all assets are properly maintained?

A: By having a clear and concise SOP, you can avoid many of the common problems associated with poor asset management. This includes everything from misusing an asset to not properly maintaining it.

How to Make the Most Out of Agile SDLC For Your Project Management Workflow

Agile SDLC

The Agile methodology is quickly gaining in popularity due to its ability to adapt to changing requirements and fast-paced work environments.

Agile SDLC, or Agile Software Development Life Cycle, is a variation of the Agile methodology that is specifically tailored for software development projects. As with any new methodology, there can be a bit of a learning curve when transitioning to Agile SDLC. However, once you get the hang of it, Agile SDLC can be an extremely effective way to manage your software development projects.

If you’re looking to make the most out of Agile Software Development Life Cycle (SDLC) for your project management workflow, but don’t know how? Don’t worry, we got you covered. In this article, we’ll give you an overview of what Agile SDLC is, how it can benefit your project management workflow, and some tips on getting started.

What is agile SDLC

Everything you need to know about Agile SDLC

What is Agile SDLC?

In general Agile is a method of software development that emphasizes collaboration, customer feedback, and flexible responses to change. The Agile Manifesto, written in 2001, outlines 12 principles that guide the Agile process.

The Agile Software Development Life Cycle (SDLC) is a collection of standards and best practices for applying Agile methods in software development. It’s based on the idea of incremental development, where tasks are completed in small steps or “sprints” instead of all at once. This allows for more flexibility and frequent feedback, which can help avoid costly mistakes.

SDLC Models: Concept and Essentials

Agile is only one of many software development life cycle (SDLC) models. Others include Waterfall, Spiral, and Kanban. Each model has its advantages and disadvantages, so it’s important to choose the right one for your software development team and process.

The Agile methodology is well suited for projects that are likely to experience changes in scope or requirements. It’s also a good choice if you need to move quickly and don’t have time to complete all tasks upfront.

The waterfall model, on the other hand, is better suited for projects with well-defined requirements that are unlikely to change. This model focuses on completing tasks in a linear fashion, which can help avoid confusion and errors.

Kanban is a newer methodology that is similar to Agile in that it emphasizes flexibility and customer feedback. However, Kanban uses a different approach to task management, which can be helpful if you’re looking for an alternative to Agile.

Spiral is another option that combines elements of both Agile and waterfall. It’s often used for projects that are considered high-risk, such as those with new or untested technologies.

What distinguishes Agile SDLC from other Methodologies?

One of the key distinguishing factors of Agile SDLC is its emphasis on collaboration. Agile teams work closely together to complete tasks and make sure everyone is on the same page. This can help avoid misunderstandings and mistakes.

Another key difference is the way Agile handles changes. In Agile, changes are expected and accommodated. This is in contrast to other SDLC models, which may view changes as disruptive.

Agile also uses a different approach to task management. In Agile, tasks are divided into small pieces, or “sprints.” This allows for more frequent feedback and makes it easier to make changes if necessary.

Phases of SDLC

What are the phases of SDLC

There are six phases in the software development life cycle (SDLC), including:

Phase 1 – Planning and Analysis

The SDLC has two stages: the planning stage, in which you’re obtaining needs from your client or stakeholders, and the requirement analysis stage, in which you’re investigating whether or not it’s feasible to build the product.

Whether your project is a go is contingent on many factors, some of which Agile aims to weed out during this phase: unrealistic timelines, inadequate resources, and scope creep. This is where you’ll also develop your product roadmap and high-level requirements.

If you’ve decided that the program or upgrade is suitable for your organization, stakeholders, and end-users, you may go to the second stage.

Phase 2 – Design

In the design stage, the focus is on how the product will be built. The objective is to come up with a detailed plan or blueprint of the software that will guide developers in building it.

The design should take into consideration factors such as performance, security, usability, scalability, and maintainability. This is also the phase where you decide on the technology stack that will be used.

Phase 3 – Implementation or Development

This is the stage where the actual software is coded. The development team takes the design created in the previous stage and turns it into a working product.

They write code, test it, fix bugs, and repeat this cycle until the software is ready for release. Depending on the programming language used, the code can be written in a procedural or object-oriented approach.

Testing

Phase 4 – Testing

After the software is coded, it needs to be thoroughly tested before it can be released. Testing helps identify bugs and errors so they can be fixed. It also verifies that the software meets the requirements specified in the planning and analysis stage.

There are various types of testing, such as functional testing, usability testing, security testing, compatibility testing, and more.

Phase 5 – Deployment

Deployment is the process of making the software available to users. This can involve installing it on a server, making it available for download, or shipping it on a physical medium like a DVD.

The deployment also includes creating documentation and training materials. After the software is deployed, it’s important to monitor its performance and gather feedback so that any necessary changes can be made.

Phase 6 – Maintenance

Once the software is up and running, it needs to be maintained. This includes making sure that it continues to work as expected, fixing bugs and errors, and adding new features or updates.

The maintenance phase can last for the lifetime of the software. Agile SDLC is a continuous cycle so, after each release, the software goes back to the beginning of the cycle to plan for the next release.

Reasons to care about Agile SDLC

The 3 biggest reasons why you should care about Agile SDLC.

There are many reasons why you should care about Agile SDLC, but here are three of the most important ones:

Agile SDLC is adaptable: One of the most appealing aspects of Agile is its ability to adapt to changing requirements. This is possible because Agile focuses on delivering completed tasks in small increments, which allows for more flexibility when changes need to be made.

Agile SDLC is customer-centric: Agile puts the customer at the center of the development process, which means that their feedback is essential to the success of the project. This helps ensure that the final product meets their needs and expectations.

Agile SDLC is fast-paced: Agile is designed for fast-paced work environments, which can be a major advantage if you’re working on a tight deadline. This is because Agile allows you to start seeing results early on and make changes as needed, instead of waiting until the end of the project.

Agile SDLC advantages

10 advantages to adopting an Agile SDLC for your projects.

Not only is SDLC Agile adaptable, customer-centric, and fast-paced, but it also offers many other advantages. Here are 10 of the most notable ones:

  1. Increased flexibility – By working in sprints, you can adapt more easily to changes in scope or requirements.
  2. Improved communication – Because Agile relies on constant communication between team members, stakeholders, and customers, everyone is always on the same page.
  3. Easier collaboration – Due to the increased communication, it’s also easier to collaborate with team members and stakeholders.
  4. More accurate estimates – Since Agile is based on actual data and feedback, rather than assumptions, you can make more accurate estimates of time and resources.
  5. Faster delivery of products and services – Agile’s iterative approach means that you can get products and services to market faster.
  6. Greater customer satisfaction – Agile’s focus on customer feedback means that you’re more likely to deliver what they want.
  7. Better ROI – Agile’s focus on delivering value early and often means that you’re more likely to see a return on your investment.
  8. Reduced stress and anxiety for team members – Agile’s focus on constant communication and collaboration means that team members are less likely to feel isolated or anxious.
  9. Fewer defects in products or services – Agile’s focus on quality means that you’re less likely to ship products or services with defects.
  10. Increased visibility into the project – Agile’s focus on communication and collaboration means that everyone has a clear understanding of the project’s progress at all times.

An Agile SDLC has many benefits that can improve the way your team works together and gets things done. If you’re looking for a more flexible, communication-focused approach to software development, Agile is worth considering.

Challenges of using Agile SDLC

What are some of the challenges of using Agile SDLC?

One of the challenges of using Agile SDLC is that it can be difficult to get started. Agile SDLC requires regular communication and collaboration, which can be tough if your team is not used to working in this way.

Another challenge of using Agile SDLC is that it’s important to be flexible and adapt as needed. The process is iterative, which means that you’ll need to course-correct as necessary. This can be difficult if you’re not used to making changes on the fly.

Finally, Agile SDLC requires customer feedback to be successful. This can be tough to get if you don’t have a good relationship with your customers.

How can you overcome the challenges of using Agile SDLC?

One way to overcome the challenges of using Agile SDLC is to start small. If you’re not sure how your team will react to the process, try implementing it on a smaller scale first. This will give you a chance to work out any kinks before you roll it out to your entire team.

Another way to overcome the challenges of using Agile SDLC is to be prepared to make changes. Agile SDLC is an iterative process, which means that you’ll need to course-correct as necessary. Be prepared to make changes to your process as needed to improve your team’s workflow.

Finally, make sure that you’re regularly getting feedback from customers. Agile SDLC relies on customer feedback to help improve the product or service that you’re delivering. Without this feedback, it will be difficult to make changes and improve your workflow.

Agile SDLC process

How to create an effective Agile SDLC process for your team:

Once you choose to use the Agile software development life cycle, you need to understand how to implement it effectively for your team. Here are some tips:

  • Internalize the values and principles to shift your mindset
  • Commit to the transition as a whole
  • Define the goals and objectives of the project
  • Create a project roadmap
  • Plan the sprint length and release schedule
  • Create detailed user stories
  • Establish a daily stand-up meeting
  • Test the Iteration with your stakeholders
  • Get feedback from customers
  • Course correct as needed

Internalize the values and principles to shift your mindset:

One of the most important things you can do is to internalize the values and principles of Agile. This means understanding that Agile is not just a process or set of tools, but a way of thinking about and approaching work.

Agile teams need to be able to move quickly and adapt to change, which means that team members need to be open to new ideas and ways of doing things. If you’re not sure where to start, the Agile Manifesto is a good place.

Commit to the transition as a whole:

Transitioning to Agile is not something that you can do half-heartedly. Agile requires buy-in from everyone on the team, from the project manager to the developers to the stakeholders.

Without this commitment, Agile will not be successful. Make sure that everyone on the team is on board with the transition and understands what it will entail.

Define the goals and objectives of the project:

Before you can start working in sprints, you need to define the goals and objectives of the project. What are you trying to achieve? What are your success criteria?

If you’re not sure where to start, try brainstorming with your team or conducting a stakeholder analysis.

Create a project roadmap:

Once you know the goals and objectives of the project, you need to create a roadmap that will guide you from start to finish. This roadmap should include milestones for each sprint and a timeline for when each deliverable will be completed.

This helps agile teams focus on the most important tasks and ensures that everyone is always aware of the project’s progress.

Plan the sprint length and release schedule

Plan the sprint length and release schedule:

When creating an Agile SDLC process for your project management team, you need to decide on the length of your sprints and the frequency of your releases.

A sprint, in the context of Agile projects, is defined as a set timeframe (usually 2-4 weeks) during which a specific goal is accomplished. A release is defined as a collection of sprints that together complete a larger goal.

You should base the length of your sprints and releases on the specific needs of your project. For example, if you’re working on a large project with many stakeholders, you might want to have longer sprints so that you can get more work done and get feedback from stakeholders more often.

But if you’re working on a smaller project with fewer stakeholders, shorter sprints might be more effective so that you can make changes more quickly.

Once you’ve decided on the length of your sprints and releases, you need to communicate this to your team so that everyone is on the same page.

Create detailed user stories:

In Agile SDLC user stories can help define project requirements. A user story is a brief description of a feature from the perspective of the person who will be using it.

For example, if you’re working on a project management tool, one user story might be “As a project manager, I want to be able to create tasks and assign them to team members.”

User stories should be specific, brief, and easy to understand. They should also be written from the perspective of the user.

Creating user stories can help your team to better understand the goals of the project and what needs to be done to achieve those goals.

It’s also a good idea to create acceptance criteria for each user story. Acceptance criteria are a set of conditions that must be met for a user story to be considered complete.

For example, the acceptance criteria for the above user story might be “The task creation feature must allow me to create a task, assign it to a team member, and set a due date.”

Creating acceptance criteria can help to ensure that your team is on the same page about what needs to be done to complete a user story.

Daily stand-up meeting

Establish a daily stand-up meeting:

One of the most important aspects of Agile SDLC is communication. To ensure that everyone is on the same page, you need to establish a daily stand-up meeting.

During a stand-up meeting, each team member should briefly answer three questions:

What did you do yesterday?

What will you do today?

Are there any impediments in your way?

The purpose of a stand-up meeting is to ensure that everyone is aware of what everyone else is doing and to identify any potential problems that need to be addressed.

Stand-up meetings should be brief, no more than 15 minutes. And they should be held at the same time and place every day so that everyone can get into the habit of attending.

Iteration with stakeholders

Test the Iteration with your stakeholders:

Remember an iteration is a timebox where you complete a set amount of work within a specified timeframe.

At the end of each iteration, it’s important to test the work that has been completed with your stakeholders. This will help to ensure that the work is on track and that stakeholders are happy with the progress.

Testing can be done in several ways, but the most important thing is to get feedback from your stakeholders. ou can use a tool like Google Forms or any other Google Forms alternatives to create a survey that you send to stakeholders at the end of each iteration.

Or you can schedule a meeting with stakeholders to review the work that has been completed and get their feedback. Whichever method you choose, it’s important to get feedback from your stakeholders regularly.

Get feedback from customers:

In addition to getting feedback from your stakeholders, it’s also important to get feedback from customers. Customer feedback can be used to improve the product or service that you’re delivering. It can also help to identify any areas where your team might need to make changes.

There are several ways to get feedback from customers. You can send out a survey, conduct interviews, or even just ask for feedback in person. The most important thing is to make sure that you’re regularly getting feedback from customers and using it to improve your product or service.

Course correct as needed:

Agile SDLC is an iterative process, which means that you’ll need to course-correct as necessary. If your team is not meeting its goals, if stakeholders are unhappy with the progress, or if customers are giving negative feedback, then you’ll need to make changes. The most important thing is to be flexible and adapt as needed.

Summary

Agile SDLC is a great way to improve your project management workflow. The principles of communication, collaboration, and customer feedback can help ensure that your project is on track and that stakeholders are happy with the progress.

However, Agile SDLC can be difficult to get started, and it’s important to be prepared to make changes as needed. With a little bit of planning and preparation, you can overcome the challenges of using Agile SDLC and improve your team’s workflow.