This Management Training program is designed to provide established entrepreneurs with a deep dive into the best practices in systems design and documentation from a variety of industries. It offers the depth and breadth of knowledge small business owners need to “level up” their systems and improve the consistency with which employee can duplicate desired processes and results. Owners who have limited documentation of the operational systems in their business will be walked through the process of creating a more robust and complete set of operations manuals (or other tools) for their team. Owners with an existing set of operations manuals will discover how to improve their written systems to address current performance issues and/or support in more effectively achieving business objectives.

Instructional Objectives:

The following topics will be covered:

  • Articulating your brand and culture: the key to systematizing the unique strengths and style that are the foundation for your current business success;
  • Clarifying your objectives: Understanding what you are trying to achieve;
  • Your systems SWOT: Understanding what’s working and what’s not;
  • Result of Note™ Systems Thinking: How to create systems that will stand the test of time;
  • Determining how much to involve your team in creating or updating your systems;
  • Mapping out your current systems and processes;
  • Is paper passé?: Different tools for communicating systems to your team;
  • Financial systems design and documentation best practices;
  • Human resources systems design and documentation best practices;
  • Marketing systems design and documentation best practices;
  • Customer service systems design and documentation best practices;
  • Product creation / manufacturing systems design and documentation best practices;
  • Developing your project plan: who does what by when?;
  • When are you done? How often to revisit your systems;
  • Implementing processes for updating your systems; and
  • Bright shiny objects: Weighing the benefits of new technology (when to leave well enough alone).

Measurable Learning Outcomes:

As a result of the training, participants will:

  • Possess a broad spectrum of skills and knowledge they can use to design, improve and document their business systems;
  • Identify the key gaps in their current business systems and systems documentation;
  • Outline the new systems they need to develop, improve and/or document;
  • Have greater confidence in their ability to create systems that their team will actually use;
  • Write or re-write systems for all major areas of their business; and
  • Have a plan in place to review and upgrade their systems and systems documentation on a regular basis.

This program builds competencies in the following areas:

Duration: 72 Hours

Format: Entrepreneur Training, One-on-One Training