DISCOVERY
OUR DISCOVERY PROCESS
WHEN WE'RE ASKED TO OFFER OUR SERVICES BEYOND BASIC VIRTUAL ASSISTANCE OR REFERRAL INTRODUCTIONS, WE ASK IN RETURN TO UNDERGO A DISCOVERY WORKFLOW.
DISCOVERY IS OUR KICKSTART TO A CLEAR AND HEALTHY TIME MANAGEMENT PARTNERSHIP RELATIONSHIP. LEARN MORE BY READING BELOW.
STEP 1
RESEARCH + MEETINGS
As in any method of problem-solving, we start with getting to know you, and what your struggles are across time and tasks.
After Well Aware does its own research through what documents and data you provide to us, plus what we can read online...
We'll ask to meet for a 1-hour discovery call so we can really dive in. Our aim is to understand & communicate how we can help.
COMMON QUESTIONS DURING THE CALL
Your answers to these questions will lead us to creating the right plan and prioritizing changes to help maximize your time.
Where do you feel time is getting lost or wasted? Have you tried resolving those inefficiencies - to what result?
Who are your key relationships, and are you managing contact with them well? Why or Why not?
How do you accomplish all your tasks by end of day? How does this align (or not) from what you planned at start?
When are you performing your most important commitments - personal, professional… is this done well?
How are you keeping track of your knowledge? Do you document your workflows, tools, resources effectively?
STEP 2
PUTTING TOGETHER A TIME MANAGEMENT PLAN
From our homework as well as what we discuss and learn through our discovery call together, Well Aware will propose (typically a set of) strategically-aligned action items - a personalized time management plan if you will, for you to take home and use at your discretion.
Our first major focus is to see where we can alleviate you.
DELEGATION
As part of our discovery, we'll highlight each of the major opportunities for you to delegate your tasks, how that works, and in what ways you can assure quality performance upon hand off. Our team is at the ready, but if you want to source your own task performers, we can walk you through that process too.
AUTOMATION
Additionally, we'll look at automation! If a system can do something that a human can do, why not save up to 10x the cost of recurring labor on a pre-made or custom built tool? Our automation partners know how to set you up for success, be it with Zapier or Chat-GPT.
OPTIMIZATION
Lastly, we like optimize what only you can do. If your workflow is faster & easier, then you can take your time doing the rest of your work, or just be done completely! We've seen countless workflows, and have provided an immense amount of executive assistance - our goal is to help you work swiftly.
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Once your operations are done well & sustainably, its time to think about how to continue to stay that way...
Once you're able to run your operations well, we need to keep up that good work sustainably.
Our methodology for tracking work and staying on it follows 5 key operational pillars:
Time, Relationships, Actions, Commitments, & Knowledge, or conveniently, TRACK.
We at Well Aware have a process of auditing time such that all is accounted for, using nothing more than your calendar and straight-forward review protocol.
ACTIONS
What are you doing today? Tomorrow? Next week? How are you doing it well? How do you know that?
We at Well Aware help set standards for performing even the most basic tasks. When it comes to action items, our processes are very clear around how to document them, and ensure they go from 'Not Started' to 'Complete'. 'Failed' or 'Deserted' are also options for tasks, so long as there's good reason and follow-through where needed. Definitions of done mean a lot to us - we can talk about what they should mean to you.
COMMITMENTS
What are your projects? How are they organized? When you need to prioritize one commitment over another, how do you make that decision? Is there room to remove or delegate commitments to refocus?
We at Well Aware follow a commitment management framework that helps us understand how stretched we are, where, and for how long. We'd like to understand your commitment management methodology and assist you in kind where we can.
What is your library of information for how you do everything from simple tasks to managing entire workflows? What resources do you constantly rely on and how, and for what projects?
After we've discussed our suggestions around how you can manage your time most effectively and sustainably, we want to leave you well on your way.
To do that, we like to consider one final checklist of topics for your consideration:
HEALTH
Your physical and mental health take supremacy over all other aspects. A health-first approach will give you the energy and time needed for other areas of your life.
We at Well Aware want to make sure you are well accounted for in your ability too eat, sleep, exercise, and overall look after your physical wellbeing.
WEALTH
Build your network, prospect best opportunities, and create your greatest value. Spending the right amount of time and energy on efforts to secure business growth and financial security is crucial.
At Well Aware, we understand most of our time management discussions will revolve performing your operations. In kind, we like to make sure you're able to grow your business beyond just running it sustainably.
SELF
Resting, reviewing, and learning are just as important as work. We want you to have time to work on yourself, your past actions, and to successfully retrospect on that and change.
We like to help find areas of improvement and positive change. More importantly, we love when you can do the same after working with us.
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Our partnership is meant to last for as long as we can continue to add value to you. That means that, at some point, we need to either continually progress or relationship, or move on knowing we not on only left you and your time better than we found it...
Our aim is for you to be well and aware.
We look forward to your being well on your way.
STEP 3
OUR PARTNERSHIP
Identifying the OKRs is essential to your success, but Well Aware does more than just help you identify what needs to happen. We help you take action towards those goals. This is where the actual work begins.
You need TRACKing and we help you with that, by providing you:
An accountability partner AND delegator (not a boss) to help you stay on track.
A regular 1-hour meeting every week committed to moving the needle forward together.
A Well Aware calendar management system to keep you in the loop of what matters, professionally and personally.
A constant, proactive review of your actions so delegation can be implemented when the need arises.
On-the-ready, as needed, fractional virtual assistance to offload the work outside your zone of genius.
Exercises to help you identify the thoughts and actions that best impact your time and emotions.
TALK TO US!
LET'S MAKE YOU 1% BETTER AT HANDLING YOUR WORK DAYS
IN 3 MONTHS, YOU SHOULD BE WELL ON YOUR WAY, AND IT CAN START TODAY WHEN YOU BOOK TIME FOR OUR ASSESSMENT CALL.
THIS WAY TO A WELL AWARE LIFE & BUSINESS.