EP347: Melissa Morris - Project Management: How To Create Your Ideal Workflow

You don’t know what you didn’t know. And everything that’s living in your head, we’ve got to get it out of there!
- Melissa Morris

It is often easy to feel like no one can do what we can do and yet, we rely on hastily written to-do lists or checklists quickly passed off to our employees. If things in your bookkeeping business aren’t running smoothly, it is unlikely to be because of employees being underqualified and intentionally doing things wrong. It is far more likely that we haven’t explained to them or trained them in how things need to be done.

Getting everything out of your head and down on paper in a way that is understandable takes a skill set a lot of us haven’t trained for. There is no shame in hiring someone to help you translate the workflow systems as they exist in your head into a document that anyone could follow and achieve the same results as you. 

Melissa Morris, owner of Agency Authority (a project management and operations consultancy), is this episode’s featured guest. She has spent her career using a wealth of knowledge and experience to help businesses maximize their teams, increase productivity and grow their profits. 

If you are feeling overwhelmed and burnout, haphazardly chasing apps in the hope they can fix your issues, or getting too hands-on, micromanaging employees, then this is the episode to help you get the right help to get the gold in your head onto paper so that your business can not only run effectively and efficiently but be easily scalable to new heights!

During this interview, you'll learn...

  • The value of effective & efficient workflows
  • The key components of a successful project 
  • The importance of finding your zone of genius 

To find out more about Melissa, click here.

Connect with her on LinkedIn.

Click this link to book a time to chat with her.

Time Stamps

01:50 - Melissa talks about her career journey 
03:48 - Finding our zone of genius
05:08 - Overcoming the obstacles of business 
08:09 - Preventing overwhelm & burnout 
11:27 - Effective & efficient workflow 
16:20 - The key components of a successful project 
18:40 - Melissa talks about the power of transformation 
21:27 - Learning from our struggles 
24:21 - Making the big mistakes work for you
29:58 - Getting connected with Melissa 

This episode is brought to you by our good friends at Pure Workflow!

It’s a simple, easy-to-use workflow practice management solution which will help you manage your clients, deadlines, workflow and team with ease. The BEST PART? It's specifically made FOR BOOKKEEPERS! For more information, visit PureWorkflow.com!

Business Management