Sneak Peek
INSIDE ProcessDriven Foundations™
So you’re curious about ProcessDriven Foundations™ but need a little more information? Scroll this page for an insider’s look!
Foundations
COURSE curriculum
When you join ProcessDriven Foundations™, you’ll get access to either the How to ClickUp or How to SmartSuite mini course AND our in-depth Foundations course.
The in-depth Foundations course is where you’ll learn how to set up your work management tool and build a foundation (get it?) of processes for your business. The following lessons are included in the Foundations™️ course:
Module 1: Map Your Process
Module 2: Build Your Platform
Module 3: Equip Your Process
Module 4: Processing the Real World
Module 1: Map Your Process
In this first module, we’ll show you how to define what your organization actually does by create processes. Then, we’ll practice it together by defining (and refining) your process for getting work done, also called Capacity Defense™.
During this Module, you’ll be introduced step-by-step to our Process Org Chart™ exercise for defining all of the processes and systems inside your organization.
Module 2: Build Your Platform
After we’re on the same page with our processes, we’ll start building out your work management software around your unique workflows.
This will build upon the basic training provided in the How to ClickUp or How to SmartSuite mini course while covering items like hierarchy setup, settings, and templates.
Module 3: Equip Your Process
Once we define what we do and have our work management set up, it’s time to make work even easier. To do this, we’ll focus our time on the many forms of equipment like SOPs, automations, and delegation.
We’ll cover how to create these forms of equipment and, just as importantly, how to organize them inside your work management software so systemization becomes a game.
Module 4: Processing the Real World
In this module, your instructor goes undercover and starts working for a new company, ChaosDriven. Using just the topics we’ve talked about in the previous lessons, she has to map, build, and equip her way to a process-driven operation!
Crafted directly from feedback from our previous students, this module is all about taking action. This lesson includes examples for service, product, and productized service business models so no matter what your industry, we got you covered!
The Foundations course is a self-paced course, but you can receive personalized help by posting your questions in the lesson’s forum. You’re also given the opportunity to go (way) deeper on any lesson by using the Resources curated for each topic!
TEMPLATES
PLUg-AND-PLAY
In addition to our courses and live material, we’ve built a comprehensive vault of process-centric templates for real-world applications. You can see the current collection below:
- A/B Test Results Tracking
- Ads & Campaign Database
- AI Add-on
- AI Add-on (SmartSuite)
- Announcements and News
- Article and Website Collections
- Automated Service Delivery Workflow
- Automation Add-on
- Automation Add-on (SmartSuite)
- Basic Income and Expense Tracking
- Basic Team Handbook
- Book Organization and Writing Template
- Business Goals (OKRs)
- Business Learning Library
- Business Learning Library (SmartSuite)
- Capacity Defense (v5)
- Capacity Defense (v5) (SmartSuite)
- ClickUp Clean Up
- College Class Organization
- Commission Tracking
- Competitor Analysis Database
- Content Production, Repurposing, and Promotion
- Course Management
- CRM & Lead Management Template (SmartSuite)
- Eisenhower Matrix
- EOS Level 10 Meeting Agenda
- Event Booking Management
- Folder Per Client: Sales and Delivery
- Follow-Up Process (With Stacking Templates)
- Funnel Management
- Grocery List & Inventory Management
- Hiring, Onboarding, and Offboarding
- Key Metrics Add-on
- Key Metrics Add-on (SmartSuite)
- List Per Client: Sales and Delivery
- Misc. Time Tracking Categories
- Moodboard
- Onboarding Your Team to ClickUp
- Packing and Moving to a New House
- Performance Review
- Personal Habit Tracking
- Personal Journal
- Personal Travel Planning
- Plant Database
- Podcast Production & Guest Management
- Presentation Database
- ProcessDriven HQ™️ (v5)
- ProcessDriven HQ™️ (v5) (SmartSuite)
- Project Brief
- Reference Links & Files
- Sales Campaign Planning
- Simple Home Renovation
- Simple Production & Inventory
- Simple Public Roadmap
- Simple Waterfall Launch Plan with Gantt View
- Simplified GTD for Task Management
- Slack in ClickUp
- Social Media Planning
- Software Add-on
- Software Add-on (SmartSuite)
- Software Example Task
- Software Wiki Example: ClickUp
- Sponsor Management
- Standard Procedure Outlines (3 versions) (SmartSuite)
- Standard Procedure Outlines (3 versions)
- Subcontractor Management
- Subscription Management
- Support Tickets
- System Example Task
- Task Per Client: Sales and Delivery
- Task-Based SOPs
- Team Monitoring Routine Task
- Testimonial Collection & Processing
- Time-Off Request Management
- YouTube Video as Task (Detailed)
…with new additions being added regularly!
Save the date
For our live events
In addition to the personalized support through the forum, our program includes consistent events to help you grow!
Can’t make a session? Don’t worry! Most events are recorded, timestamped, and posted in the Recordings area within 72 hours.
Rapid Review CONSULTING
These intimate hot seat coaching calls are where members get a chance to work through a problem with our CEO, Layla at ProcessDriven and expert coaches. We encourage all members to attend, even if just to listen in!
Exact times may change over time but, currently, these are hosted biweekly on Thursdays at 1 PM Eastern. (Recordings are available, too!)
Special Events
Team ProcessDriven will occasionally host additional live events, such as behind-the-scenes tours into our processes, focused workshops, and more.
Make sure to stay tuned to your Member Newsletter for event announcements!