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Posts from this author

Join the Whale Process Challenge
SOP & Process Documentation

Why we launched a process Challenge

Between our team, we’ve interviewed hundreds of entrepreneurs, VP’s and heads of teams. There wasn’t a single one who said that process wasn’t important. It was actually quite the opposite.
Process isn’t the problem, getting process done is the problem.

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Two women measuring SOP documentation on their laptop
SOP & Process Documentation

How to Measure SOP & Process Documentation? The Bottom Line

Does anyone really care about how to measure SOP & Process Documentation, when you’re trying to scale and grow a business?

The answer is probably no, but you should.
In this piece, we’ll delve into why measuring SOP and process documentation matters, the key metrics you should consider, real-world examples, and best practices to help you unlock growth and achieve your business objectives.

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The rock you need to document your processes
EOS®

The Rock You Need to Document Your Processes

If you’re unfamiliar with EOS®, you may wonder why we’re talking about rocks for processes? No, you haven’t stumbled onto a blog about geology. We’re talking business and how to achieve your objectives through the Entrepreneurial Operating System using rocks. Here’s the Rock you need to document your processes

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3 women in an office documenting from scratch
SOP & Process Documentation

How to Start Documenting Process from Scratch

How to start documenting process from scratch is probably the number one question we get asked at Whale.

We’ve never done this before, how do we start? Is it worth starting?

The answer is yes, yes and yes!

Business documentation is like planting a tree. The best time to plant a tree was 10 years ago, the next best time is today. If you haven’t started documenting your business process and processes, then you’re going to want to start today.

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Lady who's happy to get rid of her paper
SOP & Process Documentation

A Guide to Going Paperless and Embracing Digital Documentation

It’s strange to be writing a blog on going paperless in 2023. The age of AI, ChatGPT, and voice search means virtually all of us are paperless, even without realizing it.

But if you are sitting in an office full of paperwork and have decided it’s time to go paperless, this is the guide for you.

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Difference Between Process, SOPs, and Work Instructions
SOP & Process Documentation

SOP vs. Work Instructions vs. Process: The Key Differences

You’d be forgiven for being confused if you don’t know the difference between process, SOPs, and work instructions.

For starters, let’s start with the overall objective of all these documents. Essentially, they all aim to improve a business’s efficiency and quality of work. But they have different functions in order to help do that.

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5 C's of Employee Onboarding
Employee Onboarding & Training

What are the 4 C’s of Employee Onboarding?

Starting employee onboarding on the new hire’s first day? That’s mistake #1. According to Dr. Talya Bauer, employee onboarding begins from legal and policy-related aspects, which of course needs to happen long before the new employee begins.

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Woman feeling scattered and doesn't know how to organize her company
Business Growth

Feeling Scattered? 10 Tips to Organize Your Business

Running a business can often feel like juggling a dozen balls at once. Between managing tasks, overseeing employees, handling finances, and staying on top of industry trends, it’s easy to become overwhelmed and scattered.

We’ve got 10 tips to help you organize your business and feel more balanced

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How to overcome the Forgetting curve whale blog
Employee Onboarding & Training

Overcoming the Forgetting Curve: How to Make Employee Training Stick

Do you remember all the elements from your last training session? All the points from your last meeting? Or even what you had for dinner three days ago.

Welcome to the Forgetting Curve.

Today we explore that the forgetting curve is and how to design employee training so that it sticks!

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Women looking at Trainual alternatives on her computer
SOP & Process Documentation

The Best Trainual Alternatives

This guide presents a comparative analysis aimed at exploring Trainual alternatives for SOP and process documentation, employee onboarding and training or for companies running on EOS who want to master process.

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A woman is writing on a whiteboard as part of the EOS Process Component™.
EOS®

How to Master the EOS Process Component™

The EOS Process Component™ is often one of the most neglected parts of a company that is struggling to grow but also one of the most essential tools for scaling.
In this blog, we’ll share the tips you need to move from 0 processes to FBA!

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Templates from this author

The Ultimate Action Plan Template

An action plan is essential for any entrepreneur looking to streamline their strategy and accelerate business growth. Let’s explore what an action plan really involves and how you can craft one that unlocks your business’s full potential.

B2B Sales Process Template: Unlocking Growth for Scaling Businesses

By following the structured steps outlined in our B2B sales process template, you can streamline your sales efforts, improve customer interactions, and ultimately drive more growth.

Templates – Sales

Templates – Orientation

Templates – Operations

Templates – Onboarding and Training

Your first step in getting everybody on the same page, and keeping them there.