One of the ways that I attempted to establish standards in my firm that we could apply to every project was called ProjForms - shorthand for Project Forms.
Project Forms were literally a series of forms that were to be completed at various stages of the work.
This sounds a bit bureaucratic, but it was a solution to some problems that we had.
Where projects intersected with the business, there wasn’t a process. Just a void.
Over time we established 17 areas that needed to be documented on a typical project.
We used an Excel workbook to hold all the forms for each project. You can download a copy of our master workbook HERE.
The chance that you could make use of this system is pretty slim. But take a look, I may be wrong; and you may find an idea or two that will help you improve your own systems.
If I was building this system today, I would make it an online database system. The Excel workbooks aren’t as accessible as I would like, and in most cases the information has to be entered in the workbook and then again to complete the task.
MyCorbu could be that online database!
Once I have an invoicing system worked out in MyCorbu, this business management idea is one of the things I would like to build. The tricky part will be making it flexible enough to work for most firms.