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show notes

Stages of Development

Episode E.001 Building a Scalable Organization

27/4/2020

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Overview
I will make this quick because I want to jump into it. There are approximately 10 core processes that need to be present for a business to function long term. These can be rolled up into 5 Systems: Finance, Strategy, Operations, Customers, and People. Our experience is that these can be built in a sequence - build it when you need it.

We will cover this in more detail later - this first episode in the series starts with an audit - where is your business today?


Core Systems & Processes
Strategic System

Strategic Planning Process
  • Level 1: Business Wide
  • Level 2: Departmental & Work Group
  • Level 3: Individual
  • Level 4: Vertical Alignment
Budgeting Process
  • Level 1: Incremental
  • Level 2: Activity Based
  • Level 3: Values Based
  • Level 4: Zero Based

Financial System
Financial Accounting Process
  • Level 1: Record Transactions
  • Level 2: Actionable Reports
  • Level 3: Forecasting
  • Level 4: Return On Investment
Managerial Accounting Process
  • Level 1: Cost Allocation
  • Level 2: Cost Control
  • Level 3: Cost Planning
  • Level 4: Lowest Cost Producer

Customer System
New Client Acquisition Process
  • Level 1: Informal
  • Level 2: Formal
  • Level 3: Embedded
  • Level 4: Agile
Customer Experience Process
  • Level 1: Transactional
  • Level 2: Positive Relationship
  • Level 3: Solution Provider
  • Level 4: Trusted Partner

Operations System
Production (Service Delivery) Process
  • Level 1: Productivity
  • Level 2: Flexibility
  • Level 3: Leanness
  • Level 4: Horizontal Alignment
New P/S Development Process
  • Level 1: Champion
  • Level 2: Beta Tested
  • Level 3: Collaborative Development
  • Level 4: Market Defining

People System
Attracting & Onboarding Process
  • Level 1: Eligibility
  • Level 2: Suitability
  • Level 3: Synergy
  • Level 4: Ownership
Managing Performance Process
  • Level 1: Performance Expectations
  • Level 2: Results Metrics
  • Level 3: Progress Metrics
  • Level 4: Balanced Scorecard

Everything we do from this point forward is directed at you taking the business to Level 4.
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