The Ops Experts Club Podcast

Summary:Annual planning doesn't have to be complicated or expensive. Aaron Hovivian and Terryn Turner share practical tips for reviewing the past year, setting realistic priorities, strengthening team relationships, and keeping goals on track.

Want to set up your own annual planning, Get the free annual planning framework and explore guided planning support Minute-by-Minute:00:13 Introduction and Movie Talk 02:42 The Importance of Annual Planning 06:03 Camaraderie and Team Dynamics 09:45 Annual Planning Structure and Format 13:26 Rocks and Task Management 17:04 Final Thoughts on Annual Planning

Summary:AI, automation, offshore bookkeeping, or hands-on financial support, which is right for your business? Aaron Hovivian and Terryn Turner discuss smarter bookkeeping, data security, human oversight, and building financial systems that support better business decisions. Ready to plan ahead and improve your financial systems? Explore the annual planning framework and discover bookkeeping and financial support Minute-by-Minute:

00:13 Introduction and Personal Updates 02:38 The Importance of Annual Planning 05:26 Exploring Bookkeeping Options 08:28 AI and Automation in Bookkeeping 10:43 Quality Control and Oversight 13:58 Access and Data Management 16:30 Streamlining Financial Processes

Summary:Should you hire another employee or invest in AI? Aaron Hovivian and Terryn Turner explore the costs, challenges, and opportunities of AI implementation, and explain how businesses can use AI to improve efficiency without sacrificing quality or losing sight of their people. Trying to figure out where your team needs help and which responsibilities could be automated? Use Gap Analyzer to evaluate roles, responsibilities, workloads, and opportunities to implement AI.

Need help finding the right people for your business? Explore recruiting support from the Collab Team.

Minte-by-Minute:

00:13 Introduction to AI in Business 02:56 AI and Recruitment Strategies 05:39 Balancing Human and AI Resources 08:23 Managing AI Implementation 11:12 Future of AI in Operations

Summary:What happens when the success you built becomes the thing that keeps you stuck? Aaron Hovivian and Terryn Turner sit down with Rob Stein to discuss decision fatigue, delegation, and why successful entrepreneurs can end up trapped by the businesses they built. Rob breaks down his Decision Architecture framework and how changing the flow of decisions can create more freedom without sacrificing growth. Want to go deeper with Rob? Listen closely for your next steps to get access to his Decision Architecture Diagnostic and learn to change the flow of your decisions.

Learn more about Ops Experts Academy and resources for developing stronger operations leaders. Minute-by-Minute:

00:13 Introduction to the Conversation 00:58 The Importance of Discipline and Consistency 02:08 The Reality of Entrepreneurial Success 02:52 Understanding Decision Fatigue 05:40 The Role of Decision Architecture 09:18 The Five-Step Framework for Decision Making 15:37 Implementing Decision Architecture in Business 21:51 Conclusion and Resources

Summary: What happens when a business depends too much on its founder? Aaron Hovivian and Terryn Turner discuss how to build processes, develop leaders, stay focused, and create a business that can succeed without you. Think your business might be ready for acquisition? Take the free Gap Analyzer score to see where your business stands and identify areas that may need attention before going to market.

MInute-by-Minute:

00:13 Introduction to Ops Experts Club 01:56 Understanding Business Acquisition 05:36 The Importance of Founder Independence 09:15 Building a Sustainable Business Model 13:02 The 18-Month Business Cycle 16:27 Strategies for Reducing Founder Focus

Summary:What happens when you're ready to sell your business but aren't actually prepared for the process? Aaron sits down with Marvin Baker of Biz Seller Assist to talk about business acquisitions, due diligence, seller goodwill, systems, and why being prepared can make a major difference in the outcome of a deal.

Learn more about Marvin and Biz Seller Assist at bizsellerassist.com.

Curious how ready your business is to be acquired? Take the 2 minute quiz here.

Minute-by-Minute:00:13 Introduction to Marvin Baker and Biz Seller Assist 01:57 The Journey of a Business Owner 04:26 Understanding the Selling Process 08:13 The Importance of Timeliness in Deals 12:08 The Role of Goodwill in Business Transactions 15:03 Preparing Businesses for Sale 17:19 Navigating the Silver Tsunami of Business Sales 20:12 Conclusion and Call to Action

Summary:Hiring has changed, especially with AI entering the recruitment process. Terryn and Taylor Longden talk about what they're seeing from applicants, how they evaluate candidates, and why finding the right fit can be just as important as finding the right person for the role.

Looking for the right people for your team? We'd love to help. Check out the recruitment services we offer at the Collab Team and relax in confidence knowing the right hire is just around the corner. Minute-by-Minute:

00:13 Introduction to Recruitment Challenges 02:39 The Impact of AI on Recruitment 05:12 Candidate Engagement and Follow-Up Issues 08:03 Interview Techniques and Candidate Evaluation 10:28 Understanding Client Needs and Job Descriptions 13:13 Identifying A Candidates vs. B Candidates 15:37 Final Steps in the Recruitment Process

Summary:New technology won't automatically fix broken processes. Aaron and Terryn talk about knowing when it's actually time to upgrade your systems, when you should maximize what you already have, and why fixing the underlying workflow should come before investing in something new.

Book a free finance systems check before you spend a dollar on new software.

Minute-by-Minute:

00:13 Introduction and Chilly Mornings 01:51 The Myth of New Solutions 05:53 Understanding Change Management 09:39 Evaluating Technology Needs 13:35 The Importance of Third-Party Audits 17:05 Strategic Planning for Technology Changes

Summary:AI, constant distractions, and busy schedules can make it harder to stay truly present. Aaron and Terryn sit down with Mark Ostach to discuss connection, focus, communication, and how leaders can be more intentional in work and life.

A big shout-out to Mark Ostach for joining us on this episode! Mark's new book, The Gift of Connection: Reclaiming Presence in the Age of AI and Distraction, is coming soon. If today's conversation resonated with you, be sure to keep an eye out for the book and follow Mark for more insights on connection, focus, and intentional leadership.

Minute-by-Minute:

00:13 Introduction and Guest Introduction 02:50 Exploring Vulnerability and Gratitude 05:13 The Journey of Writing a Book 08:37 Balancing Technology and Mental Health 11:04 Advice for Busy Entrepreneurs 13:49 Navigating Visionary and Integrator Dynamics 16:30 Conclusion and Resources

Summary: Most teams have meetings. The best teams use them to create alignment, accountability, and progress. Terryn Turner and Ben Clatterbuck break down how a structured weekly team meeting can help your business stay focused and keep moving forward.

Thinking of starting your own team meeting? Check out our Free Template and get started. Minute-by-Minute:

00:13 Introduction to the Best Meeting Structure 02:49 The Importance of Consistency in Meetings 05:39 Structure of the Meeting 08:10 Scorecard: Measuring Business Health 10:58 Rock Review: Prioritizing Projects 13:45 Customer and Employee Headlines 16:31 Last Week's Agenda: Accountability in Action 19:16 The Issues List: Problem Solving 21:42 Wrapping Up: Meeting Ratings and Feedback