Creating Clarity in Agency Operations through Refining and Documenting Workflows

Points of Interest

• 0:00 - 2:26 - Introduction: Marcel introduces Melissa Morris and her background.
• 2:26 - 4:48 - Importance of Operations: Discussion about the role of operations in agency success.
• 4:48 - 8:21 - Common Challenges: Melissa talks about common challenges agencies face.
• 8:21 - 11:30- The Scope Creep Issue: Marcel discusses the issue of scope creep.
• 11:30 - 13:45 - Team Clarity and Training: Melissa emphasizes the importance of team clarity and training.
• 13:45 - 15:27 - Integrating Operations Early: The conversation touches on integrating operations early in an agency.
• 15:27 - 16:02 - Starting with Conversation: Melissa talks about starting with a conversation when dealing with agency owners.
• 16:02 - 17:37 - Importance of Output: Discussion about focusing on the desired output and the quality of project management tools.
• 17:37 - 19:23 - Documenting Processes: Marcel transitions to discussing the timing of documenting processes and the potential pitfalls.
• 19:23 - 22:20 - Framework - DISCO: Melissa introduces her DISCO framework for refining workflows and processes.
• 22:20 - 28:01 - SOPs and Training: Discussion on the right time to create Standard Operating Procedures (SOPs) and the importance of team training.
• 28:01 - 32:55 - Additional Tips: Melissa suggests focusing on the tool stack and addressing team training.

Show Notes

• Link to youragencyauthority.com
• Link to Melissa's LinkedIn Profile