Step 3… guideline for “Systematizing”

Some guidelines for figuring out which of your business processes are worth the effort of creating a system:

Start by asking, What are the odds you will be doing this again? How often?

How hard is it to automate? Creating paper checklists is easy; programming your iphone to sync your phone contacts and automatically generate follow up emails isn’t so easy. However, don’t give up if the software approach is too expensive or complicated.

How painful is the task? And how painful is failing to execute it well? Can you hire it out? In some cases, the best system is to hand the documentation for processing to a team member. In particular, those stress-inducing tasks noted above can be partially off-loaded.

You will need to do the work up front of carefully recording the steps involved, and how to achieve and measure the necessary outcomes.


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