7 Steps to Build a Company System That Works

Organize and streamline your business.

Resources CBO Editorial Staff

1. Identify areas to systemize.

2. Assign a system team.

3. Draft standards, guidelines and a tracking system.

4. Formalize and experiment.

5. Implement and train.

6. Monitor and track.

7. Follow up, evaluate and improve. 

 

Try This

  • Build a three-ring binder of standard systems for every aspect of your company and field operations.
  • Outline each system on one piece of paper.
  • Include pictures, checklists and guidelines.

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