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Rules to Better Daily Office Operations (DailyOps) - 11 Rules

DevOps is about keeping software healthy by releasing often and inspecting stats each day from the live system.DailyOps or ConsultingOps is about managers keeping a consulting company of engineers working well every day.

  1. It's been said that in order to succeed you have to show up – nowhere is that more true than the workplace. Knowing where your staff are is paramount.

    At the beginning of each day you should:

    1. Review a staffing report – consider a report in Power BI or a similar tool that shows which of your staff are booked for what activities on any given day

    Figure: Green is booked, Black is booked for internal work, and Red is leave

    1. Make updates to staff bookings as required in the source calendars so that the booked in days report is an accurate representation of what clients staff are assigned to. Ensure that any other staffing or service calendars are also updated to accurately reflect the day's planned activities.

    Service Calendar
    Figure: See 4 blue bars. This means they are booked. Not easy eh!

    1. Review your absence calendar. Each business should have a calendar where employees can note any upcoming absences or leave so that it's easy for other team members to know where folks are at any given time.

    Figure: Here are the 2 people on leave

    1. Check who's in the office. Have a look at who's currently in the office and if someone's not present or doesn't have an absence or booking, find out where they are. You can use a tool like SophieBot or other tools to find out who's physically in your office at any time

    Figure: You can use SophieBot to provide a staffing report of who is physically in the office today

    SophieBot booked
    Figure: SSW SophieBot to answer “Who is booked? [ANSWER: 6 people]

    SophieBot free
    Figure: SSW SophieBot to answer “Who is free? [ANSWER: 4 people]

    SophieBot leave
    Figure: SSW SophieBot to answer “Who is on leave? [ANSWER: 2 people]

    1. If staff are missing or otherwise unaccounted for, make sure to take appropriate action to find out where they are and why they haven't been in communication
  2. Do you know what your staff are working on?

    Ensuring that clients see and receive value from work is one of the top jobs of a consultant or employee.  Thus, as a manager and team member you should make sure that each day you:

    1. Ensure you know which client each staff member is working on
    2. If they are not working on client work, they should be working for a manager or internal client
    3. Make sure that your team are booked into new work by sending calendar invites to staff, CC the client contact. This way staff know where to go and when, and also have a contact name they can reach out to with questions.
    4. Make any changes to existing client bookings as required.
  3. Do you participate in Daily Scrum meetings?

    Daily Scrum is an important part of operations, and making sure that your staff has participated in Daily Scrum activities helps to keep projects and team operations on track.

    Daily Scrum meetings can be conducted in person or virtually (by email or by tools like Microsoft Teams), and should be completed every day to make sure Product Owners are stakeholders are up to date on what is happening. See Do you do Daily Scrums (aka stand up meetings)?

    1. If you participate in any Daily Scrum meetings, ensure you are prepared to discuss your planned work, your prior period’s work, and any blockers you need help with.
    2. If you are the Scrum Master, ensure that you are responding to any team blockers or taking action on individual matters as they impact your Scrum team.
    3. If sending a Daily Scrum update by email or other virtual communication, ensure that it's done by noon. This allows your Scrum Master or Product Owner to be fully informed of what's going on in a timely manner.

    DailyOps Scrum
    Figure: Schedule your scrum meetings to take place at the same time each day. If sending Daily Scrum by email or Teams, make sure to schedule it in your calendar the same time each day, just as you would a normal Daily Scrum meeting

    1. Ensure your staff sends their Daily Scrum to their Product Owners as per specifications. Make sure to check that all staff have participated in or submitted their Daily Scrum activities so that Product Owners are kept up-to-date. If staff is sending in Daily Scrum emails, consider sending them to a company Daily Scrum inbox where you can check quickly to see who has sent their Daily Scrum email.
    2. If your staff is sending a Daily Scrum email, ensure you use a consistent format from day to day to prevent any confusion.

    daily scrum emailss
    Figure: Daily Scrums can be sent to a company 'Daily Scrum' inbox account where you can check which staff have sent them and which ones are missing

  4. Do you process approvals in a timely manner?

    Don’t leave people hanging – ensure you review your email, SugarLearning, Timepro, or Intranet accounts for items from staff and colleagues to review and approve each day

    require approval

    Figure: Make sure you review and take action on any approvals daily so that they don't back up

  5. The majority of client issues arise from miscommunication and miscommunication on invoices and accounts issues can make things very difficult very quickly.  Therefore, you should always process invoicing on at least a weekly basis.

    See Rules to Better Timesheets

    During invoicing you should ensure:

    1. All timesheets from the previous week have been submitted by staff
    2. Review your clients in TimePro and determine whether you need to issue a new invoice, or draw down time against an open pre-paid invoice
    3. Allocate the unallocated staff time for each client to the appropriate new invoice or existing open invoice
    4. Generate a PDF version of the invoice or pre-paid balance report to be sent to the client, and triple check it for accuracy
    5. Make any necessary changes, and once the invoice or report is in final format, send to the customer contact as an attachment with a personalized note. Make sure to copy your company's AR department so they can monitor any payment
    6. Call the customer contact for billing and let them know you are sending over an invoice or report, and offer to answer any questions they have
    7. Always double check that your client hourly rates in a time tracking system such as TimePro to match your agreed upon rates (i.e. taking into account any discount for pre-paid time, etc.)
  6. Do you perform client follow ups?

    You should have every day a list of follow ups if using the FollowUpThen service. Perform follow up calls and emails as necessary in the following priority order:

    1. Existing Clients
    2. Prospects, leads, or new business
    3. Internal affairs
  7. Do you review and update CRM?

    You should review your current open opportunities in CRM:

    1. Update open opportunities as necessary, ensuring the status (warm, cold, hot) is accurate, as well as the deal value, and the contact information
    2. Close any opportunities that need to be closed either won or lost
    3. Follow up with any open opportunities that were not part of your followupthen email block

    You should add new opportunities :

    After initial phone calls with new opportunities, put them into CRM making sure that:

    1. All client contact data is accurate
    2. All company information is accurate
    3. Deal Value is accurate
    4. Purchase timeline is accurate
    5. Notes on the deal are up to date
    6. The deal is in the correct
  8. Your office reflects your business and provides a consistent experience to both current and potential customers. Much like your house, you usually wouldn't invite guests over if your house isn't clean or organized. The same with your office space, you should make sure everyday that if your customers walked in, at any time they would be impressed by your team's professional appearance.

    Below is a sample DailyOps Checklist. It is all about the experience.

    1. Create a Daily Office Maintenance: Morning and Evening Checklist Standard
    2. IMPORTANT:  Ensure your office is open and closed on time as per your advertised business hours.  The start time of the first and last time should be in sync with your Google Maps account at
    3. Ensure your office is clean and tidy. The first person in should do a walk through to check on the evening cleaner
    4. Perform a client ready walk through each day. It is all about the experience.

      1. Pretend you are a client walking through the office
      2. TV monitors, Bots, and other featured office gadgets should be turned on and working
      3. Marketing material should be present, available, and neatly arranged, where appropriate
      4. All conference room whiteboards should be clean and clear and conference room tables empty of debris
      5. All conference room cords should be hidden to the best of ability
      6. Conference room chairs and furniture should be arranged neatly
      7. Ensure that everything else in sight would be appropriate to a visiting client.
    5. Make sure you follow the procedures after a conversation, and if you have improvements - speak to whoever is involved in the DailyOps activity, agree and then update the Standard
  9. You should ensure that any building related issues are attended to, this can include:

    1. Any security or access issues
    2. Any tradespeople or maintenance staff visiting the building
    3. Issues with internet, utilities such as power/water or trash
    4. Any body corporate issues or other localized issues
    5. Contact your financial controller or corporate contact for assistance of to notify them of any issues requiring more detailed attention
  10. Timesheets are essential as they are required to bill clients or to document the work that is done, and record progress against projects. Making sure that timesheets are in on time help keep things running smoothly and prevent major gaps in reporting, billing, or client value.

    See Rules to Better Timesheets.

    1. You should remind your team each week to turn in timesheets as required by the deadline
    2. Remind your team of the benefits of turning in timesheets early
  11. Communication is key in any business, but what’s most important is that team members are given a voice and encouraged to participate in communications that have an impact on how they work and do business.

    See Rules to Better Communication.

    1. You should ensure that staff know about, respond to, and are included in relevant company communications such as surveys, training, and announcements
    2. Remind your team of communications that require time sensitive follow-ups
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