Processes keep you on track and develop consistency within your business. Create a document that walks through your new processes. This will be the blueprint for success for yourself and your staff.

• Create processes that create efficiencies with workflow.
• Develop a fee disclosure statement, and automate distribution.
• Create a workflow sheet with responsibilities.
• Build a template for the overall plan you create for clients.
• Check to see if your company offers compliance-approved documents, templates or processes that can help you maximize efficiencies.
• Create an in-house audit process.
• Create processes considering staff:
  • Break down your own process — what can staff handle?
  • Establish delegation processes that allows you to do what you do best.
  • Provide extensive training so they are prepared to handle any new duties.
  • Develop detailed responsibilities and job descriptions.