All posts in Management

How to Create a Project Request Form (and Why Your Company Needs One)

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Whether you’ve completed a project a hundred times before or you’re faced with a new challenge, having some kind of formal project request form prevents the whole operation descending into a game of broken telephone and wasted resources.

No matter how good your team’s discipline, if all they have to go on when you request a project is a vague message and their memory of the requirements, sooner or later you’re going to have a problem. Either a project will be started which won’t be worth your time or your instructions will be lost in the trickle down to those taking action.

Whilst on manoeuvers, a brigadier commanding a certain brigade stationed in Aldershot passed the word to the nearest colonel to him:

“Enemy advancing from the left flank. Send reinforcements.”

By the time it reached the end of the right flank the message was received:

“Enemy advancing with ham-shanks. Send three and fourpence!”’ – Garson O’Tool, relaying a real-world instance of broken telephone from 1914

project request form - jimmy fallon chinese whispers 1

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Process Adherence: What to Do When No One Follows Your Processes

Process AdherenceProcesses aren’t just a set of documents and rules that help your business run efficiently and reduce human error…

They’re also something that needs to be part of your company culture. Process adherence is the culture side of systemization, and that makes it one of those hard to grasp concepts without many solid rules.

The culture of processes — instead of the act of writing and optimizing them — is something we’ve been meaning to cover for a while because we know it’s a big problem for our users.

Incidentally, we got an insightful comment on our article about creating an operations manual from MamaRed Knight. She outlined an age-old problem with process adherence:

“[Process adherence] is something I’ve been dealing with since I started formally creating documentation in ’83. It really must start at the top level where they don’t answer questions, they ask if it is “in the manual” and it ripples down.

It does take time because, frankly, a very teensy tiny percentage of people want to look something up98% want to ask someone and be done with it.”

In this quote, she highlights two main issues:

  • Employees don’t want to look up processes
  • Procedures are passed on informally by hearsay

In this post, I’m going to explain why processes fail because of human nature, and then unpack each reason with an explanation of how you can improve process adherence in each area.

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