Rooted In Revenue

Before You Hire: 5 Critical Steps to Prepare Your Business for New Team Members

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Are you planning to bring a new team member on board? Before you start interviewing candidates, there's critical groundwork that needs to be laid. In this episode of Rooted in Revenue, hosts Susan Finch and Lany Sullivan walk you through the essential steps to prepare your business for a successful hire. From mapping out processes to setting up the right tech stack, they share practical advice drawn from years of experience working with business owners. Learn how proper preparation not only makes onboarding smoother but also sets your new team member up for success from day one.

Lany's 5 steps:

  • Assess business needs and identify gaps - Analyze what tasks you dislike or don't bring value, determine inefficiencies, and decide whether you need a fractional, part-time, or full-time person.
  • Clarify roles and responsibilities - Create a detailed scope of work outlining specific tasks, required skills, and what success looks like in the role.
  • Map out processes and document workflows - Create comprehensive documentation of all processes so the new hire doesn't have to ask questions, allowing for improvements and innovations constantly.
  • Set up tech and systems for success - Ensure all tools, access levels, communication channels, and documentation are properly prepared and organized.
  • Prepare training and onboarding materials - Develop a structured plan for the new hire's first days and weeks, including who they should go to for different questions and establish decision hierarchies.

    • Links from this episode:

    Lany's article on LinkedIn

    Our episode about Love, Hate, Delegate

    ...more
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    Rooted In RevenueBy Susan Finch & Lany Sullivan
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