Software Approval Process
Tyson CrottyAugust 30, 2025
Staff Meetings
This process ensures monthly staff meetings are effectively planned, conducted, and documented. It involves four key steps: creating a run sheet, finalising agenda items and…
Simon BarbaroNovember 22, 2024
Onboarding External Support Staff
Hiring an external staff member and onboarding them into our team/workplace operations requires some extra attention during the process. External Support Staff (or Virtual Assistants)…
Simon BarbaroAugust 1, 2024
Cyber Incident Response Plan
This process is to document and act accordingly upon a cyber incident that may or may not lead to a data breach or other cyber-related…
Simon BarbaroJuly 25, 2024
New Laptop-PC Setup
As the Finspective team grows, hardware will need to be replaced when out of date or faulty more regularly. This includes the Laptops/PCs team members…
Simon BarbaroJune 24, 2024
Article & Blog Content Writing
To keep up regular communications (touchpoints) with our client list, each month we send out an article written by one of our team members. These…
Simon BarbaroApril 12, 2024
Leave Request
When a team member will be absent from work during their regular working hours, they will need to lodge a request. This is commonly annual…
Simon BarbaroApril 8, 2024
Group Task Request
Any department job (project or task) to be completed by the Group Operations team needs to be approved and triaged before starting. This process highlights…
Simon BarbaroJanuary 29, 2024
Client Gift Registry
This process follows the steps to send gifts/vouchers to clients on special occasions or as a thank you (first home, new client, referral etc). It…
Simon BarbaroJanuary 18, 2024
Process Writing
Writing a process, just like this one, is a process in itself. As a team, we need to be on the same page on what…
Simon BarbaroNovember 30, 2023