Planning for Success Work Smarter with a System

The Point: "In order for any business to succeed, it must first become a system so that the business functions exactly the same way every time down to the last detail" (Rick Harshaw, CEO, y2marketing).(Rick Harshaw, CEO, y2marketing).

The Goal:

Cricket 11 Players 5 batsman 1 Keeper 5 Bowlers 4 Innings 10 Overs Get as many runs as possible Don’t get out

First Day on the Job Diamond Club - May 1, 2012 Gold Rank ~400 Members Easily defined roles

End of Diamond Club Aug 31, 2012 Platinum ~600 members Now What?

How do we do this together? Who does what? Where’s the balance?

Giant Sheets of Paper Make a team to do list Led to FRUSTRATION

Diamond Club Round 2 January 2013 Diamond Rank ~1500 members How things were….

Finding the Balance Where were we 2 years later? -Marginal improvement

And the Cycle Continued "94% of all failure is a result of the system... not people" (W. Edwards Deming).

The Day it all changed We met with a coach Identified biggest problems She made recommendations

What we lacked? ….Systems For family needs For Team Needs For new wellness advocates For communicating

Example of Systems: Family Needs: – Communication policy – Potty Training Team Needs: – Monthly Recognition Premier = Book etc. – Weekly Team call

Example of Systems: New Wellness Advocates: – Training Program – Facebook Group

Fixing What’s Broken: "I always look to the system for a solution. If a challenge arises I use a system correction before I look for a people correction. I use a system solution in my innovation rather than a people solution. I follow the system exactly until a new system is introduced. I suggest system improvements at my first opportunity" (Brad Sugars, Action COACH's 14 points of Culture). (Brad Sugars, Action COACH's 14 points of Culture).

The Recipe

Just the Mindset?

Just the skillset?

Just the tools?

What if I have Mindset and Skillset?

What about skills and tools?

Put it all together

What System Works Best? The one you actually use?

Our Start in the Business Making $10 Thousand/month Do just one thing

Skills can be learned

Simple System for Getting Started Two contacts per day Two Samples per day Two Follow ups per day Two check in calls per day

Tricks to Making Systems Work Make it Routine Write simple steps Know when complete

"If you can't describe what you are doing as a process, you don't know what you're doing" (W. Edwards Deming, Total Quality Management). (W. Edwards Deming, Total Quality Management).

Example Power of Three – Every Monday – Fill in Pof3 Planner – What LRP Batches will run that week – Which Batches are short Contact WA and remind them

When am I finished? When its filled out Short Batches contacted

Other Systems Needed New Members Mentoring system Sample System Website Updates Social Media Posting Shipping/Fulfillment Recognition/Rank Advancements Accounting Scheduling/Planning Placement Moves

New Members Monday Task Request mailing labels – Back Office – Filtered since last week Scrub the file Import into contact manager

New Members (continued) Tag them as new Start new member training drip Cross check new people on Facebook group Post a Facebook welcome message Done!

Base Vs. Runners Base is important – Customers, Oil users, slow builders Runners – work so hard you notice Where do you spend the most time?

Base vs. Runners Base – Weekly Call – Facebook Info – Help them feel important Runners – Mentoring – Partnering

Mentoring System We invited participants – Outlined Expectations Weekly Check in Form Scheduled 30 minute calls Space is limited

Mentoring System Execution Monday Task Calls average 20 minutes Check in guides flow of conversation All completed in one day

A Good Idea…. Go with the flow Complete one at a time Aim for routine

What about the other stuff? Daily Routine – s, Phone Calls, Messages – 2 Contacts, 2 Shares, 2 Follow ups etc. To Do List – Evaluate the roles I play – Brainstorm needs for each – Choose top 6 things

The Results More Effective during work times More family time Greater Balance in the business/home Increased focus

The End Result