Make Your Team More Productive With This 2-Step Process

Make Your Team More Productive With This 2-Step Process

1. Introduce Ordinary Work Checklists For Each Team Member

Checklists are crucial to any business’ operations.

They provide radical transparency throughout the team, and they make founders’ and managers’ lives 10x easier by having complete visibility. (and no, this is not micro-management)

This is directly tied to your team’s workflow. If you want to learn more about creating workflows, check this post out.

Make a list of all the things that they need to do every day, every week, etc., no matter the changes in their workflow.

Of course, this is going to be different for every role in your agency, so create a different one for each role.

For more context, here’s what it should look like (example of an account manager’s flows):

You can have this checklist live in G Sheets, but what I recommend is having this built into your project management software (e.g., ClickUp), so every operational workflow is centralized in one place.

You can also include tasks/work that are less frequent than daily.

Once you add those tasks that are less frequent, just change the frequency and gray out the checklist section on the right-hand side based on that.

Having this checklist being used by your team instantly means more accountability, more visibility, and less micro-management.

Once you do this for all of your roles in your agency, you’re ready for the next step.

2. Have Everyone Send Their Checklists As EOD Reports

Now, this is the most crucial part, and this is where the accountability part kicks in.

Create an ‘EOD Reports’ Slack channel, and have everyone post a screenshot of their checklists at the end of each day there.

After this, you should be seeing everyone’s EOD reports with checklists coming in daily.

Also, have a VA auditor that checks the Slack channel daily to ensure everyone is sending their EOD reports daily.

You should also write feedback on 1-2 EOD reports weekly to show your team you’re actively monitoring these.

What if they miss an item on the checklist?

Make your team explain:

• What did we miss?

• Why did we miss it?

• What will we do to execute differently tomorrow?

This will ensure that everyone is managing themselves, and it adds an additional layer of accountability to this whole process.

3. How To Roll This Out For Your Team

• Conduct a meeting where you introduce the checklists and the importance of them

• Review each team members checklist in a 1-on-1 format

• Inform them everyone has to execute these daily and report out on them in the Slack channel moving forward

How Can I Help

If you're losing hours to daily chaos or bottlenecks that are stalling growth, we should talk.

We’ll fix your agency’s #1 operational bottleneck in 7 days, guaranteed to give you time and profit back—without adding more hires.

Curious what that looks like for your agency? You can book a call with me here.

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Okay: thanks for reading and I’ll talk to you soon.

-Egemen