Tag Archives: Nptech

Creating a Staff Process, Part 2: Your Intake System Matters

Intake Process

Have you ever spent unnecessary time on a request, all because you & your colleagues weren’t on the same page? *raises hand*

It’s not a great feeling! But that’s what happens when you don’t organize those requests early on. If you write content for your org, create reports, build lists, or do anything that requires even the slightest bit of niche expertise….let’s chat.

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Creating a Staff Process, Part 1: How to Build A Framework

Staff Request Process – Featured Image

A while ago, I shared tips on how to build a staff process that people can actually follow. Because when you start getting overwhelmed with requests, a process is key to staying cool and organized.

We did the first step of clarifying how these requests play out in our orgs today. We’ve got notes on everything that matters: the types of requests we get, the needs of our requestors and our own team’s capacity. (If you haven’t read that first post, you’ll want to start here.)

Now that that’s done, we need to translate those points into a living, breathing process. That’s a big leap, especially when you’re not used to doing it!

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