The Foundation: Values & Goals

What impact are you here to have?

What are the big-picture goals you are working towards?

How do these things impact your day-to-day operations?

Your values and goals should be reflected in every area of your business. It’s important to build a structured process for you and your team to regularly reflect on and update your values and goals consistently.

The Plumbing: How work gets done

How do your values and goals translate into action? 

How are you tracking what needs to be done and when?

How do you define“enough”? 

In business, these answers are held within your time and task management systems. 

The Electrical: Communication

How does everyone get the information they need to do their work? 

Who needs to know what, and when?

What boundaries need to be put in place to avoid overwhelm & miscommunication? 

In business, these answers are held within your information storage system and SOPs. 

The Floor Plan: Roles & Team Management

Who is responsible for what? 

How do we evaluate performance?  

Who needs to be brought in and when? 

In business, these answers are held within your team management and hiring system. 

The Doors: Client Experience

When clients learn about you, how do they enter your world? 

How do you collect information, feedback, and payment from your clients without having to set everything up from scratch every time? 

How do you ensure your clients are supported throughout their journey and rave about you to everyone they know? 

In business, these answers live in your Client Relationship Management system.