IS THIS COURSE RIGHT FOR YOU?

Watch the video below to find out if the 6 Weeks to STREAMLINED Course is right for you

The 6 Weeks to STREAMLINED Course is all about helping you take control of your business. Julia guides you through each lesson with helpful tips and documents to get your business on the right track.

Experience a sample of this online course

Click below to watch the video

Julia guides you through each section of the course with how to videos and downloadable documents to help you take control of your business. Don’t let the joy and creative drive keep you from reaching your business goals. When you implement well-conceived structure and systems into your business there is no limit to what you can achieve.

Learn about the Master Task List

Once you take the first steps towards streamlining your business you can manage your team and have confidence when delegating tasks.

Course Curriculum

  • 1

    BEFORE WE BEGIN

    • Preparing for the Course

  • 2

    WEEK 1: Preparation for to 6 Weeks to STREAMLINED

    • Welcome

    • Course Format

    • Inefficiency Quantification Worksheet

    • Join the Facebook Group

  • 3

    WEEK 2: Foundation for your Client Experience

    • Company Identity

    • Key Characteristics

    • Team Values

    • A Message to Your Team

    • New Client Questionnaire

    • What to Expect Document & Welcome Package Guidance

    • Project Status Update

    • Prospective Client Call-In Form

    • Congratulations!

    • Week 2 Complete

  • 4

    Week 3: TEAM STRUCTURE AND ROLES

    • Welcome to Week 3

    • Inward Facing Webinar

    • The Hierarchy Chart

    • Building Your Team

    • Foundations for Building Your Team

    • Accountability Chart

    • CEO Accountability Chart

    • The CEO Worksheet

    • Office Manager/Expeditor Accountability Chart

    • Office Manager/Expeditor Duties

    • Expediting Process

    • The Senior Designer

    • Senior Designer Duties

    • The Junior Designer

    • Junior Designer Duties

    • Project Workflow

  • 5

    Week 4: FUNDAMENTAL OPERATING SYSTEMS AND TOOLS

    • Welcome

    • Master Project's Timeline

    • Design Project Scheduling Worksheet

    • Design Process Checklist

    • Site Survey Checklist

    • New Client Checklist

    • Installation Checklist

    • Master Task List (MTL)

    • Utilizing the MTL

    • Design Development Meeting

    • Office Rhythm Method

    • Team Sync Meetings

    • Week 4 Complete

  • 6

    Week 5: PROCESS WORKFLOWS AND TOOLS

    • Welcome

    • New Client Checklist

    • Purchasing Process Workflow

    • Skeleton Method

    • The Expediting Process

    • Week 5 Complete

  • 7

    Week 6: OFFICE ORGANIZATION METHODS AND TOOLS

    • Design Review Binders

    • Client Bins

    • Admin Files

    • Desk Trays / Digital Desktop Folders

    • Time Billing Worksheet

    • A/R Binder

    • A/P Clipboard

    • Vendor Files

    • VIP Binder

    • Loyalty Program Membership Template

  • 8

    Review

    • End of Course Survey