🎙 What happens when key team members move on, and how do you make sure your business doesn’t skip a beat? Steve walks you through his simple four-step process—planning ahead, uncovering the knowledge and capacity already in your team, systemising it all, and rolling out new systems in a way that your people actually support. 

KEY TAKEAWAYS

💡 Importance of Systemisation: Establishing formalised systems in a business is crucial to ensure continuity and efficiency, especially when key individuals leave. This helps maintain high service levels and reduces the owner's involvement in day-to-day operations.

💡 Four-Stage Process: The systemisation process consists of four main stages: Planning, Capacity and Knowledge Identification, Implementation, and Launch. Each stage is essential for successfully documenting and standardising business processes.

💡 Capacity Assessment: Assess the existing team's capacity and skills to implement the systemisation process. If necessary, hire a dedicated systems implementer to ensure the project receives the attention it needs without disrupting daily operations.

BEST MOMENTS

[05:40] The importance of planning - 💬 “Failing to plan in this example is planning to fail.”

[06:01] Initial successes maintain motivation during systemisation - 💬 “We need early wins. We need quick wins. We need wins that actually feel good to you at the beginning of this process.”

[11:26] The potential pitfalls of not having dedicated resources - 💬 “If you rely on the people who are doing the work to do all these things for you, you're probably going to get disappointed.”

[15:10] Techniques for managing recurring processes in a business - 💬 “The perfect process pipelines technique is used for pretty much any system within the business where it's a recurring process.”

[24:12] Promoting the benefits of systemisation - 💬 “If we can actually get people on board with the idea of systemisation, of using systems, and do it from a position of benefits rather than fear, then I think it's a much better way of doing it.”

TIMESTAMPED OVERVIEW

00:00 Empowering Teams for Business Success

03:58 Four-Step Systemisation Process

10:59 “Effective Systemisation Strategies”

18:58 Business Visibility Through Process Pipelines

22:22 Effective Delegation Through Role Definition

24:03 Systemisation Process for Business Success

VALUABLE RESOURCES

Systemize Your Success Academy: https://join.sys.academy/

Our Best Guides, Frameworks, and Templates—For our DIDACT Method Framework: https://sys.academy/guides

Links to previous episodes mentioned:

Core Revenue Flow: My Journey to Maximizing Profitability Using the Core Revenue Flow Framework

Perfect Process Pipelines: From Chaos to Clarity: How Perfect Process Pipelines Transformed My Business Operations

Business Outsourcing: How I Stopped Doing Everything Myself—and Outsourced to My First Virtual Assistant

LINKS TO CONNECT WITH THE HOST

Podcast: https://www.systemizeyoursuccess.com

Website: https://systemsandoutsourcing.com/

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

TikTok: https://www.tiktok.com/@drsteveday42

ABOUT THE HOST

Steve moved to Sweden in 2015 and transformed how he ran his businesses—switching to a fully remote model. A former NHS doctor, with a background in computing and property investing, he now helps overwhelmed business owners systemise and outsource effectively. Through his courses and coaching, Steve teaches how to automate operations and work with affordable virtual assistants, freeing up time and increasing profits. He runs his UK-based businesses remotely with support from a team of UK and Filipino VAs, and is passionate about helping others build scalable, stress-free companies using smart systems and virtual support.