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Developing Systems: Get Organized, Get Systematized

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<strong>Developing</strong> <strong>Systems</strong>:<strong>Get</strong> <strong>Organized</strong>, <strong>Get</strong> <strong>Systematized</strong>E-Myth Online Seminars


SystemizationThe Turn-keyRevolutionThe FranchisePrototype


Why <strong>Systems</strong>?To create consistent and predictable results!


Why <strong>Systems</strong>? Deliver Your Brand Promise, OnTime, Every Time Company Growth and ExpansionWithout Chaos (Possible with a<strong>Systems</strong>-dependent, Not a PeopledependentBusiness) Consistent Business ResultsCreates Company Value Drive Innovation


Why Document? If it’s not written down, it doesn’t exist. To create your company’s “operationsmanual” is the definitive “How We Do It Here”guide. Supports training (especially cross-training)


Companywide Involvement<strong>Systems</strong> documentation affects the entirecompany and should occur in all departments.


<strong>Get</strong>ting Started Checklist Create and Communicate Your Brand Promise Educate and <strong>Get</strong> Buy-In (Company-wide) Identify Your <strong>Systems</strong>• Take the Customer Journey• Functional Mapping• Position Specific Make a <strong>Systems</strong> Listing Tracker Establish Your Priorities• Customer Impact• Business Impact• Key Frustrations <strong>Get</strong> <strong>Organized</strong>• Establish a Standard Approach to Documentation• Assign Accountabilities• Conduct Training


Graphic Source: www.servicedesigntools.org.The Customer Journey


E-Myth’s Business System Roadmap


Seven Centers of Management Attention


Money Center <strong>Systems</strong>


What is a “system”?System: n. any formulated, regular, orspecial method or plan of procedure.


There are lots of systems around you14 © 2007 E-Myth Worldwide. All rights reserved.


Off the Shelf<strong>Systems</strong>Company Specific<strong>Systems</strong><strong>Systems</strong> in Your Business


“<strong>Systems</strong>” in your Business Processes Routines Checklists Scripts Best Practices Policies Org. Chart Reports Meetings Training


Documentation Formats• Action Plan Templates• Checklists• Flow Charts• Documents with ScreenShots• Pictures• Videos• Audio Recordings© 2007 E-Myth Worldwide. All rights reserved. 17


A Simple PictureStep 11Step 10Step 9Step 8Step 7Step 6Step 5Step 4Step 3Step 2Step 1© 2007 E-Myth Worldwide. All rights reserved.18


Action Plan TemplateResult StatementPosition with Overall Authority:Accountable PositionsParticipating Positions:


Sample Results StatementsSystem Name: Customer Shipping ChecklistSystem Result: To deliver superior service by insuring all productorders are complete, packed with care and delivered on time, every timewhich supports customer retention and loyalty.System Name: Phone Greeting ScriptSystem Result: To communicate how much we care and value eachand every one of our customers and their business which drivesretention and loyalty.


Action Plan TemplateResource RequirementsStaffing: Amount & types of manpower necessary tofulfill the intended result.Space and Facilities: Type of space needed to fulfillthe intended result, utilities, environmental factors, etc.Equipment: Office equipment, machinery, vehicles,etc.Supplies: Forms, office supplies, raw materials,components, etc.Information: Reference materials, databases, pricingschedules, operating instructions, etc.


Action Plan TemplateSystem DiagramIdentify the flow of work steps in the system and diagram them usingboxes and arrows


Hiring Process© 2007 E-Myth Worldwide. All rights reserved. 23


Action Plan Template# BenchmarksAccountablePositionTimingBenchmarks (aka“steps” or the actions) needed.


Step 4.26


Action Plan TemplateStandards arerequirements forperforming the workand achieving aresult. Quantity Quality Behavior1.2.3.4.5.<strong>Systems</strong>/Standards


System Action Plan


Action Plan TemplateSystem QuantificationHow will you measure the achieved result?


Coffee Making Action PlanCreating System Action Plansare worth every last drop!


Are your systems ROBUST?Results OrientedOptimize ResourcesBalancedUser-friendlySimpleTrackable© 2007 E-Myth Worldwide. All rights reserved.32


It’s Not About DocumentingIt’s about: <strong>Get</strong>ting superior results consistentlyand predictably Great teamwork Efficiency and productivity Delivering on your Brand PromiseIt’s about excellence.


Continuous Improvement


Follow-up Activity & Discussion• Choose a desired result orroutine to work on.• Document the system using theAction Plan template.• Break into pairs, exchange andevaluate worksheets andresults.• Ask: “Could you follow thisAction Plan?”• Roundtable Discussion


The E-Myth Mastery Program®Request a free BusinessConsultation with an E-MythProgram AdvisorToll Free in the US800.221.0266Outside the US+1 541.552.4636www.e-myth.com


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