Establishing Operations

Functional Areas - Activities - Tasks, Tools, Technology 

First 

Identify your business functional areas 

Examples: 

Administrative 

Compliance

Product manufacturing 

Inventory management 

Product shipping and delivery 

Service delivery 

Customer support 

Financial Management 

Marketing 

Sales 

Business Development 

Training 

Next 

Select one functional area and identify as many activities as you can that fit within that area. 

Example: 

Compliance- licenses, certifications, insurance, laws and regulations regarding your product or service

Then 

Identify as many of the tasks and tools and technology needed as possible that make up the activities in this functional area.

Finally 

Make it as simple as possible. “How do I…” and list out the steps. You’ve now moved from framework to beginning to map out the processes that will support your operational functional areas.

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Planning for the Month Ahead