You're growing your business. Exciting, right? So now it's time to systemize your day-to-day activities, to give your team the tools they need to help you. Systemizing is creating and documenting a set of step-by-step standardized procedures, so others can properly replicate them. This provides quality and consistency, critical to future growth and success. This seems like a daunting task, so let's break it down into a few doable steps.

Step 1: Create An Outline Of Your Activities: Make a list including all of your systems, tasks, and activities. Instruct your team and their teams to do the same. Then review each one and evaluate whether they are essential. Are their unnecessary, repetitive tasks? Does it solve a problem? Does it improve customer service? Is it necessary for day-to-day operations? Analyzing and answering questions like that will help you streamline your operations. Next, document the who, what, where, and when of each one.

Tip: Look at your business from an outside perspective. This will help you see what role you play and provide self-awareness. Systemizing will help you remove your involvement from the day-to-day tasks.


Step 2: Create Goals and Strategic Objectives For Your Business: Where do you want your business to be in three to five years? Document your SWOT analysis. What are your business's strengths, weaknesses, opportunities, and threats? How do you align with your industry and what makes you stand out? What systems and strategies do you need to establish to align with the future's big picture? How can you empower and motivate others?

Tip: Write down your strategic objectives, so they are easy-to-understand and remember. Share the document with your team so everyone is on the same page and moving in the same future direction.


Step 3: Test, Test, Test: Now that you have created your outline, removed repetitive tasks to streamline your operations, and documented your future goals and strategies, it's time to test them out. Target a few of your trusted employees and assign them to follow the systems. Explain the importance of their participation. Keep track and monitor the results. Ask them what worked well and didn't work well. Adjust tasks as needed and test again. This might take some time and collaboration, but the end result will be worth it. The goal is that current employees, new hires, and everyone who reads the information will understand and follow the systems flawlessly.

Tip: Use the KISS acronym... keep it short and simple. Replace jargon or technical terms with easy-to-understand words so everyone on the team feels empowered and competent.

Grow on! We can help you successfully scale and systemize your business! Contact us today.

Contact Infix

Creating & documenting a system of step-by-step standardized procedures so others can properly replicate the procedure will provide quality & consistency critical to future business growth & success. Contact us today and let's lay a strong foundation for a growing and successful future. Ask us about this in your free 30-minute virtual coaching session. Just contact us at 949-484-6349 or fill out our online form.