- You're not sure if your systems are working anymore.
Are sending your office manager out to the post office?
With that example, some of you will shudder, some of you will say "what office manager?" and some of you will say, "please, that's stupid." I have a feeling that most of you are going to be relating to the first two comments. There's always something. Some weird little process that only one person knows how to do, doesn't want to teach to someone else and it's inefficient and costing you time and money.
You quite possibly may not know what "systems" you have. Let me give you an example of what you can do to identify and update what you have going on. I'll use an example of a recent client:
Small office (5) but used to just be the owner and perhaps an assistant. As soon as two more people where brought on to help with the revenue stream and create more space for the owner to work on other things, it became clear there were issues.
What we did:
1.5 days together in an on-site retreat. We turned on the voicemail, notified the clients and every 2 hours took 15 minute call-back breaks so that things didn't crumble on the front side. We went through everything that happens for each person from the minute they walk in the door. What is their process?What is the process for dealing with a new client? What is the existing paper-trail?, etc.
In that amount of time we:
- Realized that new and better way of doing things were going to make money and save time.
- We needed to move to a different space to grow the business properly.
- The business owner needed a schedule too.
- There needed to be a "hub" person for all client information until there is a database created.
- There needed to be a "lunch break" for the entire staff with the phones off.
- A hundred more things, but most importantly, the world will not fall apart if we take some time to figure things out!
This is such a great topic and my favorite one that I think I'll go into another case study tomorrow. Till then...