① The company now and in six months (...
② Who owns and covers each area now
④ Jobs the owner carries
⑤ Approval lines (who decides up to w...
⑥ What only the owner knows
⑦ How the week is spent
⑧ Sort the owner's jobs from ④ (ease ...
Long time x Hard to hand off
Long time x Easy to hand off
Short time x Hard to hand off
Short time x Easy to hand off
⑨ Roles to hire or outsource next
⑪ Order of handoff (from the jobs pic...
⑬ Review date in 3 months
Small Company Org...
How to use (4 boa...
Goal and six-mont...
Approvals and rules
Piled on owner or...
Insights and how ...
1/4
List jobs and ove...
Ctrl+F / ⌘F : 2/4...
→ 2/4
2/4
Draw the current ...
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Where the company is now e.g. 9 people. Half of sales come from the owner Goal in six months e.g. Owner steps out of quoting and bookkeeping and spends half the week on sales and hiring Who writes it and by when Writer: ____ / Due: __/__ e.g. Owner and two directors, 60 minutes Main owner now
Covered by
What is hard
Sales and orders
e.g. Owner e.g. Owner and director Taylor e.g. Quotes wait on the owner, 2 days late Delivery and prod...
e.g. Lead Morgan e.g. Morgan also runs hiring interviews e.g. Site decisions get checked with the owner Money and accounting
e.g. Owner e.g. Owner's relative helps with bookkeeping e.g. Invoices all go out at month end Hiring and HR
e.g. Owner e.g. Taylor sits in on interviews e.g. No one decides who posts job ads Admin and supplies
e.g. Taylor e.g. Anyone orders when they notice e.g. The same item gets bought twice IT and systems
e.g. No set owner e.g. A knowledgeable employee helps on the side e.g. No one manages passwords ③ Chart today (dr...
e.g. Owner Casey Sales and orders: Owner e.g. Owner also quotes and set s prices Accounting: Owner e.g. A relative helps with boo kkeeping Admin: Taylor e.g. Everyone orders separatel y Delivery: Morgan e.g. A team of 4 Hiring and HR: Owner e.g. Taylor joins interviews IT: No owner e.g. A knowledgeable employee on the side e.g. Writing quotes (5 hours a week) e.g. Checking and sending invoices e.g. Drafting job ads Write every job where the owner's name appears in ③ e.g. Site purchasing, any amount: owner e.g. Discounts: owner only for now e.g. Hiring: owner Write 'TBD' for any line not set e.g. Key clients and how prices were set e.g. Payment steps and bank accounts e.g. Contacts of long-time customers Becomes the material you write down when handing off Jobs taking the m...
Jobs they want to do
Jobs that slip
Owner
e.g. Writing quotes, 5 hours a week e.g. Selling to new customers e.g. Hiring plan Director or lead 1
e.g. Supplies and admin, 4 hours a week e.g. Improving how site work is planned e.g. Rethinking how to train new hires Director or lead 2
e.g. Site work, 30 hours a week e.g. Developing team members e.g. Updating the schedule 3/4
Choose what to ha...
→ 4/4
4/4
Hand off in order
縦軸: Time cost (up...
Write the steps down, then hand off over six months by hiring or outsourcing. e.g. Cash flow s heet Let go first. Make it item 1 in ⑪. e.g. Writing quotes (5 hours a week) Keep with the owner for now. e.g. Bank meetings, final hiring interviews Give them out together, or ask if you can stop doing them. e.g. Supply orders, sending invoice s Role
Job handed over (...
By when
Monthly cost ($)
Role to hire
e.g. Sales assistant (part-time) e.g. Checking and sending invoices e.g. Within 3 months e.g. $800 Role to outsource
e.g. Bookkeeping e.g. Monthly entries and payroll e.g. From next month e.g. $330 Role to assign in...
e.g. Site lead Morgan e.g. Writing quotes and ordering up to $65 0 e.g. From this month e.g. $0 (allowance to be decided) ⑩ Today → Gap → S...
As-Is (today) e.g. Owner covers sales, quotes, accounting, and hiring, and approves everything Gap and issues e.g. No one to take quotes and accounting. No approval amount s set To-Be (goal) e.g. In six months the owner focuses on sales and hiring, and Morgan approves orders up to $650 Job to hand off
To whom
From when
Who teaches
First
e.g. Writing quotes e.g. Morgan e.g. Next week e.g. Owner Second
e.g. Sending invoices e.g. The new sales assistant e.g. Their first week e.g. Taylor Third
e.g. Ordering supplies e.g. Taylor e.g. This month e.g. No teacher needed ⑫ First job to ha...
e.g. Hand quotes over to Morgan Write out the steps e.g. Three past quotes and a c hecklist Day to work alone e.g. Alone from the week after . Owner only checks Who to ask when stuck e.g. Taylor first, then the ow ner Day to work together e.g. Next Tuesday, make 2 quot es together What they may decide e.g. Quotes up to $3,300, disc ounts up to 5% Review date Review date: __/__ (in 3 months) e.g. First Monday of the month, 30 minutes What to check e.g. Did the owner's quoting time drop from 5 hours a week to 1? Next job to let go e.g. Pick the next one from the upper right of ⑧ and add it to ⑪ → 2/4
Draw the current ...
↙ 3/4
Choose what to ha...
→ 4/4
Hand off in order
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