Summary of Business Building Workshop Session 3

Converging People and Process for Clarity and Growth

March 28th 2025

Overview

This webinar focused on optimizing people and processes in small businesses, featuring HR Executive Kayla Raymond. The discussion covered strategies for scaling operations, hiring practices, and building effective business processes, particularly relevant for small businesses, entrepreneurs, and startups.

Key Concepts or Theories

  • Process design as fundamental to business scaling
  • Organizational design versus organizational charts
  • Strategic approach to hiring and talent management
  • Documentation importance in business operations

Important Questions Raised

  • When is the right time to transition from contractors to employees?
  • What role is AI playing in process design?
  • How can small businesses optimize their hiring practices?

Key Takeaways and Summary of Learning Objectives

Topic 1: Process Design and Documentation

Process design is fundamental to business success but often overlooked, especially in small businesses. Organizations should focus on documenting processes before hiring, ensuring operational efficiency and scalability. This documentation helps reduce confusion, prevents knowledge loss, and enables consistent service delivery.

Relevant Q&A

  • Question: What role is AI playing in process design?

  • Answer: AI can be valuable as a starting point for creating processes, particularly in areas where business owners lack expertise. It’s most effective when used with specific prompts and validated by human expertise.

Topic 2: Hiring and Talent Management

The recommended approach to hiring is “hire fast but not recklessly, fire faster but with fairness not ego, promote fastest when you have solid performance practices in place.” For businesses with 1-10 employees, utilizing contractors is recommended to maintain flexibility and manage costs effectively.

Relevant Q&A

  • Question: When should businesses transition from contractors to employees?

  • Answer: For businesses with 1-10 employees, utilizing contractors is recommended due to reduced complexity in taxes, benefits, and administrative burden. This allows for greater flexibility and cost control during the growth phase.

Topic 3: Future of HR and Technology

The future of HR requires a complete reimagining of people, processes, and profits. There’s a need for new approaches to performance management and employee relations that balance business needs with individual aspirations.

Relevant Q&A

  • Question: What’s needed in future HR technology?

  • Answer: There’s a need for technology that helps create more harmonious workplace relations, fair performance evaluations, and better alignment between business needs and employee aspirations.

Actionable Next Steps / Assignments

  • Register for the in-person event in Orlando on April 18th (requires TepinTasks license)
  • Watch for upcoming Session 4 featuring Steve Replin on business financing
  • Review Sessions 1 and 2 for additional context on business optimization

    Supplemental Resources

    Book: “The One Thing” by Jay Papason and Gary Keller

    Webinars: Previous Sessions 1 and 2 available on-demand for additional context

    Attend Upcoming Workshop Sessions:

      • Week 4: Steve Replin (Attorney and entrepreneur educator)

     

    Key Features of TepinTasks' My Today Page

    Efficient Task Management

    Quickly create and organize tasks using our intuitive drag-and-drop interface. Prioritize your tasks to ensure you focus on what matters most.

    Seamless Task Delegation

    Delegate tasks effortlessly with email invitations. Track the progress of delegated tasks and receive notifications upon completion.

    Structured Groups and Categories

    Organize tasks into groups and categories for easy filtering and management. Create private or shared groups to suit your needs.

    Flexible and Scheduled Routines

    Set up routines for recurring tasks. Choose between flexible routines that adapt to your day or scheduled ones that sync with your calendar.

    Success Simplified

    Get the full featured experience and try TepinTasks out for 14 Days risk free today.

    Full Featured Trial – No Credit Card Required – Free Version Forever

    What Our Users Say

    “TepinTasks has transformed how I organize my workday. The My Today page keeps me focused and productive!”

    Alex Johnson

    Project Manager

    “The ability to delegate tasks seamlessly has improved our team’s efficiency tremendously.”

    Maria Lopez

    Team Lead

    “I love how easy it is to manage my tasks and routines with TepinTasks. It’s a game-changer!”

    Sam Patel

    Freelancer

    Key Features

    Your Centralized Hub to Organize & Prioritize Personal & Professional Tasks

    TepinTasks Mobile Companion With AI Assisted Talk To Task To Effortlessly Create, Delegate, and Organize Tasks On The Go

    Visualize Tasks, Projects, & Goals. Quickly Convert Any Plan To A Template That Speeds Creation and Completion of Repeatable Business Processes.

    Follow Us

    Contact Us

    info@tepintasks.com