Operational Systems Q&A

Today, we’re diving into your questions and feedback from last week’s episode on operational systems. We’ll break down which systems to focus on, what categories to start with, and more.

A primary question that was received was what systems to focus on. This entirely depends on you. The first thing you want to create an operational system for is the one you know you shouldn’t be doing.

Next, storage is a crucial aspect of your operational systems. Consider managing your projects in a platform like Asana and saving all your materials in Dropbox or G Suite. That way, when you’re trying to delegate training or allow your team to learn for themselves, they can find everything they need.

It’s certainly a lot in the beginning, getting everything up and running.

Categories can be an incredibly useful strategy for staying organized as a new business owner. Some umbrella categories that fit into just about any business are these: Finance and Accounting, Marketing and Sales, Services and Products, and Delivery and Team. Think of these as an outline with subcategories to specify where to save your work.