From Solopreneur to Team Leader: Using Process Storytelling to Delegate Effectively | Sam Chin | Skillshare

From Solopreneur to Team Leader: Using Process Storytelling to Delegate Effectively

Sam Chin, Process Scientist

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10 Lessons (49m)
    • 1. Welcome video

    • 2. What is a process?

    • 3. The power of process transparency

    • 4. Introduction to process capture and visualization

    • 5. The physical view vs. the system view

    • 6. The 5 W's -- a storytelling framework

    • 7. Visualizing the process story

    • 8. [EXAMPLE] Live visualization walkthrough

    • 9. Applications for solopreneurs

    • 10. Wrapping up and next steps


About This Class

As business owners, one of the challenges we face is how to effectively communicate how we do things. This becomes even more crucial as we make the shift from solopreneur to building a team, and need to delegate efficiently. What seems obvious or even instinctive at our level of expertise may not make sense to a more junior hire, and consistency in a process is crucial to reducing unnecessary steps and avoiding increasing cost.

In this class, you will learn the fundamentals of “Process Storytelling”, a framework for effectively understanding, visualizing and communicating business processes in a way that enables anyone to understand and execute the process effectively.  We’ll cover:

  • why it is necessary to start from a physical frame of reference when documenting a process;
  • how to use the 5 ‘W’ framework (an approach also used by journalists in crafting news articles) in order to identify the information you need to include; and
  • how to visualize process steps in a simple, easy-to-understand way using just 3 shapes.  

By the end of this class, you will be able to identify and document the key processes and process steps in your business (things like onboarding clients, invoicing and bookkeeping, scoping projects etc) in a way which will enable you to both delegate work more successfully and better understand how your business actually works.

This class is most relevant to business owners, particularly solopreneurs looking to scale up. However, it would be helpful to anyone whose role requires them to understand and document business processes.

No specific software is required, however for the purposes of the project access to a tool which allows you to create free-form charts is helpful (i.e. Microsoft Visio, Lucidchart, etc).