Getting Your Business Out of Your Head

Getting Your Business Out of Your Head

May 19, 2019 by Brad Miller in Business Systems, Podcast, Systems Manuals

Getting Your Business Out of Your Head

The Expert Download Questionnaire

1.How do you start your day?  Do you have Opening Duties?  Describe them.

1. 1. • As mundane as some of this could sound, if you can create “rituals” that become automatic, it begins the day in a positive and productive way.  Don’t think, just do.

2. How do you end your day?  Do you have Closing Duties?  Describe them.

1. • Your closing routine should set you up for success for the next day.  It could be cleaning up your desk or restocking a work station.

3. Describe your day, what do you do?

• Use the questions below to drill into this

4. What are the daily “recurring” tasks of this work?  Those that have to be done every day?

1. 1. • Thinking about the frequency of a task is important – in both ways.  Sometimes you’re doing something every day that can be done once a week, or the exact opposite – if you did it little each day
      • Notecards to clients – one or two a day.

5. What are the “As Needed” tasks?

6. What are the biweekly tasks?  Monthly tasks?  Annual tasks?

7.  What elements of this work should be memorized to be most effective?

1. 1. • Memorization is a vital part of training.  Imagine how much time is saved from not having to reference common information about your work

8.  What company forms are needed to do this work?

1. 1. • Describe the forms you use now

9. What Quick Reference Guides are needed to do this work?

1. 1. • QRG is info that is too extensive to memorize – But if you have a laminated card or similar

10.  What are the Tools and Equipment needed to do this work?

1. 1. • Describe what you now have and this will spur other ideas
      • Adding a tool or piece of equipment can be an amazing time saver

11. What Supplies are needed to do this work?

1. 1. • Listing the supplies So that you can create a supply checklist
      • Inefficiency creeps in Big time when you don’t have the supplies – sloppy work, do-overs, and defects

12.  What specialized knowledge is required for this work? (Software Programs, Technology, etc.)

1. 1. • Important to know when hiring. Some positions need you to show up with a knowledge base
      • Your hiring has a way to test this

13. What skills and/or experience is needed to do this work?  Work that takes time and practice to develop into a skill?

1. 1. • Similar to knowledge, but there are some skills that can be trained rather quickly with the right systems
      • That’s what we are creating here, a Training System – so that you can hire the best attitude and then train them on your systems

14.What certifications or licenses are required for this work?  (drivers license or industry requirements)

1. 1. • Important information to know
      • DL check, and not just DL, but the driving record So That you can insure them.

15. What product knowledge is required to do this work?

1. 1. • Describe all your products and the specs of each
      • This is information that could be required training
      • 30, 60, 90 day benchmarks.  Tied to raises And even continued employment.

16. What step by step processes need to be learned?

1. 1. • Different from product knowledge, these are the processes that make up your Order Fulfillment – the customer experience
      • Describe them as a big list by breaking them into chunks
      • You will describe them each later

17. What names and terms should go into a “Glossary of Terms?”

1. 1. • Make sure that everyone on your team speaks the same language
      • Creating a common language inside your company – Everyone knows the name of a product or process and calls it the same thing.

18. What is the Customer communication needed to do this work? (what types of interaction with customers, what types of questions come from customers?)

1. 1. • This is the magic touch inside your customer experience
      • Don’t assume that everyone knows “common courtesy” and has been taught manners
      • Smart woman from a professional background…who didn’t like to greet her clients

19. What work areas require “order and organization” to do this work?

1. 1. • In big banks, the desks and work areas for tellers are exactly the same
      • You are not describing How to organize now, just what areas need order

20. What mindsets are essential to do this work?  What belief systems?  What attitudes?

1. • Mindset is and belief system how you view the world and everything in it.
   • We hire people that love life and love people.
   • We don’t have align in politics or faith and religion, but you do have to have a positive outlook on life and enjoy people and serving them.