5 Step Systemization Plan for A Business That Works for You

Systemizing your business based on what you hold important, your values and principles are the keys to having a business that works for you. This 5 step business plan walks you through the steps. 

  1. Identify all the tasks of your business.

At this point, don’t worry about documenting all of these processes. Understand the scope of the project ahead of you. The tasks done throughout your company represent systems that need to be built. What are the sales processes, production processes, financial and administrative tasks, and leadership and management procedures? 

“Your Systems List is the foundational structure of your plan, so be thorough. You’re creating an architectural arrangement of your business 

in terms of its systems.”

  1. Prioritize your system’s list.

Which procedures are the most important ones to be implemented? Which systems, if documented and implemented, will have the most impact on the business? Which ones can wait for later? There are many ways of thinking about this prioritization process. If you’re thinking of hiring a salesperson, for example, make the hiring process and the sales systems a high priority. This will make recruiting, hiring, and training of new employees more efficient. Plus, you’ll get a faster return on your investment in the hiring of that new employee. Keep in mind this scenario is just an example. There are a lot of factors that will help you determine your priorities.

“The beauty and elegance of this plan are you individualize it 

for your business, yourself.”

  1. Document your systems according to your prioritized list and manage the writing process.

Wherever possible, you want to enroll others in the company, meaning your team, to help with writing procedures. They’ll be more invested in your systems’ success, and it won’t feel like a top-down exercise. Together, everyone will help to take the first steps toward greatness.

Put your people in a position to take the credit.

  1. Implement your systems.

Another word for “implementation” is training. Go through the systems documents step by step with your employees to establish a clear understanding of what needs to be done, how it needs to be done, and what results are expected.

While implementing systems in your business is a long-term project, all you need is to get a few employees trained to fan the fire of the systems development process. As humans, we’re “wired” to follow processes. Think of how you get up in the morning, drive to work, shovel a driveway, or mow a lawn. All are routine tasks almost always done systematically, and it’s more satisfying that way.

Employees using systems are more in tune with the systems development process, more efficient, and actually more satisfied with their contributions to the company and their jobs. 

  1. Monitor your results until you get what you expected.

Many managers and business owners forget this process. They get motivated to systematize, put a system in place but forget to follow it up. This is why there should be systems in place for management to monitor the systems. This is in line with the notion that “people respect what is inspected.” If you ask someone to do something and never follow up to see if they did it, what are you teaching them? You’re teaching them you don’t care, or you’re too busy to check back with them. Not checking or adequately managing your systems relays the message that they probably don’t need to do what you’re asking them to do.

These are the steps. It’s a simple plan, but as in everything its the implementation that counts. I am here to help. 

Systemize your business to work for you!


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