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!