There are so many options for which systems to create in your business. It’s extremely important that you choose a system that you are intimately familiar with and desperately need. You’ll put a lot of time and effort into creating the right system, you need to be fully vested in getting it done!
Whether you want to create your sales system or how you deliver your products, deal with customers, how often you meet and what you cover, how to get a promotion, how to hire or how to fire, think about which portion of your business is causing you the most headaches right now. That’s probably a good place to start!
The first step to any system is documenting the steps needed.
First document what you do. How you deliver a consistent result (If you’re not sure on this, you might need to review your own work!) and what steps you follow every time. This might take a few tries to get it right.
Document the industry best practices. Which pieces do you follow? Which pieces get the best result? Which ones do you want to make standard for your business?
Find the best person in your company and have them document what they do! Write out step-by-step how to accomplish the job in a company-compliant manner.
The worst person to write the how-to manual is the software designer that created the software. They are so intimately familiar with the program that they skip steps that seem “obvious.”
If you’re creating a system for a non-skilled professional, run it by someone who knows nothing about the industry and ensure they can understand and follow the instructions.
If you’re creating a system for a skilled-professional then run it by the lowest common denominator – someone with some experience, but not well trained, and see if they can understand it.
People learn three ways: by hearing, by seeing, by doing. In order to hold your troops accountable for implementing the system you’ve created you must be 100% certain that they understand it. Teach it to them orally, show it to them visually, and check in with them after they’ve had a chance to implement and verify they are following your system.
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