1 00:00:00,030 --> 00:00:02,849 Everybody tells you to systemize your business, especially me, 2 00:00:02,950 --> 00:00:04,030 but what does it actually mean? 3 00:00:04,110 --> 00:00:05,130 How do you actually do it? 4 00:00:05,160 --> 00:00:07,990 Most people think systemizing means finding the perfect tool 5 00:00:07,990 --> 00:00:09,390 that claims to automate everything. 6 00:00:09,580 --> 00:00:13,060 The most important tools for systemizing are a clock, pencil, and paper. 7 00:00:13,120 --> 00:00:15,270 To systemize, here are the key steps and I'll show you 8 00:00:15,270 --> 00:00:16,559 exactly how to do each of them. 9 00:00:19,079 --> 00:00:21,739 Hi, I'm David Ziembicki, and you're about to learn how to grow from 10 00:00:21,739 --> 00:00:26,299 struggling solopreneur to successful virtual CEO of your own expert business. 11 00:00:27,159 --> 00:00:29,849 Your knowledge and skills can change lives and make the world a better place. 12 00:00:30,189 --> 00:00:32,719 Are you ready to hit the accelerator to scale your results and impact? 13 00:00:33,089 --> 00:00:34,810 Then it's time to build your expert business. 14 00:00:37,719 --> 00:00:40,699 Most of my 25 year career has been about helping organizations from 15 00:00:40,699 --> 00:00:42,539 Fortune 100 and government agencies. 16 00:00:42,719 --> 00:00:46,109 down to small businesses and solopreneurs systemize their business. 17 00:00:46,189 --> 00:00:48,429 The first step is analyzing what you're currently doing. 18 00:00:48,589 --> 00:00:52,149 I worked at Microsoft for 17 years and heard Bill Gates speak many times. 19 00:00:52,209 --> 00:00:55,279 I'm not 100 percent sure this quote is his, but everyone thinks so, and it's 20 00:00:55,279 --> 00:00:57,059 been one of my mantras, so here it is. 21 00:00:57,139 --> 00:01:00,799 He said, The first rule of any technology used in business is that 22 00:01:00,799 --> 00:01:04,749 automation applied to an efficient operation will magnify the efficiency. 23 00:01:05,069 --> 00:01:08,049 The second is that automation applied to an inefficient operation 24 00:01:08,259 --> 00:01:09,969 will magnify the inefficiency. 25 00:01:10,139 --> 00:01:13,259 The point is for you to define an efficient process first, before you 26 00:01:13,259 --> 00:01:14,699 start automating or delegating it. 27 00:01:14,849 --> 00:01:16,529 But how do we even know what our processes are? 28 00:01:16,529 --> 00:01:17,369 How do you get started? 29 00:01:17,419 --> 00:01:19,239 Have you ever heard of a time and motion study? 30 00:01:19,309 --> 00:01:21,479 It's a technique that came from the manufacturing world 31 00:01:21,489 --> 00:01:22,639 over a hundred years ago. 32 00:01:22,719 --> 00:01:25,279 Companies were trying to be more efficient, and the starting point 33 00:01:25,279 --> 00:01:28,304 was measuring how much time was being spent on each activity. 34 00:01:28,304 --> 00:01:31,334 The motion part was interesting as it measured how far an assembly line 35 00:01:31,334 --> 00:01:33,364 worker moved to perform their task. 36 00:01:33,444 --> 00:01:37,684 It helped expose issues like, Joe has to walk to the toolbox 22 times during his 37 00:01:37,684 --> 00:01:39,694 shift, and the toolbox is 30 feet away. 38 00:01:39,764 --> 00:01:43,144 If the toolbox was next to Joe, that would save 20 minutes of time every day. 39 00:01:43,204 --> 00:01:46,744 The main idea is to take a typical day, week, or month, and document 40 00:01:46,754 --> 00:01:50,484 what you do and any team members that you have are doing in a granular way. 41 00:01:50,514 --> 00:01:53,714 So step one is documenting the current processes or work they are doing. 42 00:01:53,764 --> 00:01:56,644 At a high level first, not detailed SOPs unless you already have them. 43 00:01:56,714 --> 00:01:59,504 Step two is then capturing the time spent on each of the main 44 00:01:59,504 --> 00:02:01,624 tasks and processes and by whom. 45 00:02:01,749 --> 00:02:04,039 Step three is highlighting the ones that are recurring. 46 00:02:04,059 --> 00:02:04,899 What does that look like? 47 00:02:04,909 --> 00:02:07,469 This is where our trusty old clock, pencil, and paper come in. 48 00:02:07,539 --> 00:02:10,399 Every 30 minutes or so, write down the time and what you're working on. 49 00:02:10,579 --> 00:02:13,989 It can be as simple as planning content or answering support emails. 50 00:02:14,039 --> 00:02:17,359 If you make a simple table, you can also capture what tool, if any, 51 00:02:17,519 --> 00:02:18,889 you're using for the given task. 52 00:02:19,104 --> 00:02:21,704 You can also note which of the nine essential online business 53 00:02:21,704 --> 00:02:24,214 systems that I talk about that each piece of work aligns to. 54 00:02:24,304 --> 00:02:26,494 I know this sounds boring, but the results will shock you. 55 00:02:26,544 --> 00:02:29,384 Very quickly, you'll see where your time is going, how many tools you're 56 00:02:29,384 --> 00:02:32,344 using, and which of the nine essential systems you spend most of your time on. 57 00:02:32,414 --> 00:02:35,514 If you do this over a week or a month, you'll also capture all the recurring 58 00:02:35,514 --> 00:02:36,844 tasks that you do in your business. 59 00:02:36,894 --> 00:02:39,714 This is critical for capturing the current state of your business. 60 00:02:39,714 --> 00:02:42,744 At this point, I hope you're noticing a major omission so far. 61 00:02:42,764 --> 00:02:45,844 We've only captured what you are doing, not what you should or 62 00:02:45,844 --> 00:02:47,454 want to do to grow your business. 63 00:02:47,559 --> 00:02:50,619 While you're doing your time and motion study, also write down the things you 64 00:02:50,619 --> 00:02:52,369 wish you had the time or people to do. 65 00:02:52,479 --> 00:02:54,829 We need this baseline of what you are doing and what you 66 00:02:54,829 --> 00:02:56,409 should do for the next steps. 67 00:02:56,499 --> 00:02:57,429 Next is design. 68 00:02:57,679 --> 00:03:00,699 At this point, you want to define the desired state for your business. 69 00:03:00,739 --> 00:03:03,529 What needs to happen every day, week, or month to generate the 70 00:03:03,529 --> 00:03:05,169 output you need to reach your goals. 71 00:03:05,299 --> 00:03:06,749 That's what systemization is. 72 00:03:06,959 --> 00:03:10,319 Defining everything in your business in terms of the most efficient 73 00:03:10,329 --> 00:03:13,889 processes, procedures, and tools that generate the desired result. 74 00:03:13,919 --> 00:03:16,369 At the highest level, there are things like create a product, 75 00:03:16,369 --> 00:03:19,509 or market the product, sell the product, and deliver the product. 76 00:03:19,559 --> 00:03:21,089 Then from there, you break them down further. 77 00:03:21,089 --> 00:03:23,039 Within each, there are many sub processes. 78 00:03:23,039 --> 00:03:25,299 Take the content marketing area that I talk about a lot. 79 00:03:25,539 --> 00:03:28,669 If your current process is random and you do things differently each time, you 80 00:03:28,669 --> 00:03:32,179 do all the work yourself and jump from tool to tool changing things each time, 81 00:03:32,339 --> 00:03:34,029 you don't have a system, you have a mess. 82 00:03:34,224 --> 00:03:37,764 If you try to apply tools or delegation to that mess, as Bill G would say, 83 00:03:37,774 --> 00:03:39,264 you're going to amplify the mess. 84 00:03:39,364 --> 00:03:41,484 Instead, you want to reverse engineer success. 85 00:03:41,514 --> 00:03:44,764 What needs to be produced each month for your business to be successful? 86 00:03:44,824 --> 00:03:47,194 It could be as simple as, you know, a content system. 87 00:03:47,244 --> 00:03:51,254 I need to publish weekly and repurpose so that I have 100 social media posts going 88 00:03:51,254 --> 00:03:53,004 out across all my channels each week. 89 00:03:53,104 --> 00:03:57,224 In a traffic system, it could be, I need to design and run two ad campaigns, one 90 00:03:57,224 --> 00:04:00,844 for awareness, one for conversion, to make sure people see my content and offers. 91 00:04:00,844 --> 00:04:00,864 Cheers. 92 00:04:01,004 --> 00:04:04,104 The key is defining that ideal month of outcomes that would deliver 93 00:04:04,104 --> 00:04:06,904 the business results you need, then reverse engineer success. 94 00:04:07,034 --> 00:04:09,494 For the content system, what are the processes and procedures 95 00:04:09,494 --> 00:04:12,054 needed to generate and repurpose content at that scale? 96 00:04:12,154 --> 00:04:15,444 Same for the rest, what's needed in the traffic, funnel, sales, and other areas? 97 00:04:15,504 --> 00:04:16,774 Writing that down is essential. 98 00:04:16,984 --> 00:04:19,134 Then another pass tries to simplify and streamline the 99 00:04:19,134 --> 00:04:20,494 process as much as possible. 100 00:04:20,604 --> 00:04:23,844 Take the data from your time in motion study and ask what can be eliminated. 101 00:04:23,964 --> 00:04:26,454 When I started building a content team, this is what I did first. 102 00:04:26,474 --> 00:04:28,934 I could see that I was creating thumbnails each week, editing 103 00:04:28,934 --> 00:04:31,874 videos, writing captions, spending lots of time scheduling posts. 104 00:04:31,914 --> 00:04:34,084 Going through the above process showed everything that 105 00:04:34,084 --> 00:04:35,324 needed to happen each week. 106 00:04:35,384 --> 00:04:37,424 The next step was determining what could be automated. 107 00:04:37,454 --> 00:04:40,364 For automation, at this point you've analyzed what you've been doing, 108 00:04:40,394 --> 00:04:43,054 you've documented what you should be doing, and you've eliminated 109 00:04:43,054 --> 00:04:44,094 what you shouldn't be doing. 110 00:04:44,159 --> 00:04:45,679 You've done what Bill Gates suggested. 111 00:04:45,689 --> 00:04:47,409 You've defined a streamlined process. 112 00:04:47,469 --> 00:04:49,169 Now it's time to apply technology. 113 00:04:49,279 --> 00:04:52,259 The next pass is looking at all your plan, processes, and procedures 114 00:04:52,259 --> 00:04:53,879 to identify what can be automated. 115 00:04:53,909 --> 00:04:56,299 I'll cover this in depth in future videos, but here are a 116 00:04:56,299 --> 00:04:57,759 few simple examples for now. 117 00:04:57,839 --> 00:05:00,179 Look for recurring tasks that can be easily automated. 118 00:05:00,209 --> 00:05:02,849 An example is generating good transcripts from your content to 119 00:05:02,849 --> 00:05:04,429 use as blog posts or social media. 120 00:05:04,439 --> 00:05:06,869 You can easily have an automation that looks for new video files 121 00:05:06,869 --> 00:05:09,519 in a given folder, triggers an automation to transcribe them. 122 00:05:09,779 --> 00:05:11,819 Then a notification to a team member to review. 123 00:05:11,919 --> 00:05:13,579 It's the same thing for social media scheduling. 124 00:05:13,579 --> 00:05:16,439 You can set up tools such that every time you create a post, it gets added 125 00:05:16,439 --> 00:05:18,109 to a queue to repost in the future. 126 00:05:18,149 --> 00:05:20,699 The key here is the compounding benefits of more automation. 127 00:05:20,759 --> 00:05:23,429 Even if just once a week you take a recurring task and automate 128 00:05:23,429 --> 00:05:24,779 it, the benefits stack quickly. 129 00:05:24,889 --> 00:05:27,379 If you've been doing this for a long time, like I have, you'll notice that 130 00:05:27,379 --> 00:05:30,619 eventually you hit a point where the work required to 100 percent automate 131 00:05:30,649 --> 00:05:34,129 a complex process starts to exceed the cost of just paying someone to do it. 132 00:05:34,149 --> 00:05:36,509 And that's where the final step of systemizing comes in. 133 00:05:36,764 --> 00:05:37,404 Delegating. 134 00:05:37,454 --> 00:05:38,974 For this step, we have a simple rule. 135 00:05:39,014 --> 00:05:42,564 If the given process or task is strategic to your business and is a CEO 136 00:05:42,584 --> 00:05:44,164 level activity, then you should do it. 137 00:05:44,234 --> 00:05:46,364 Everything else should be automated or delegated. 138 00:05:46,594 --> 00:05:49,114 Since you already automated what could be in the previous step, the 139 00:05:49,114 --> 00:05:51,834 final one is delegating all the remaining work to team members, 140 00:05:51,844 --> 00:05:53,454 freelancers, or service providers. 141 00:05:53,624 --> 00:05:56,414 As you know from my other content, I believe in fractional teams 142 00:05:56,434 --> 00:05:59,024 as the first phase of delegating in your online business. 143 00:05:59,084 --> 00:06:02,124 The benefit of a fractional team is you get access to a broader and deeper 144 00:06:02,124 --> 00:06:05,384 set of people and skills than trying to find one individual or virtual 145 00:06:05,384 --> 00:06:06,914 assistant that tries to do everything. 146 00:06:07,044 --> 00:06:10,424 Regardless, your work to analyze, design, document, and automate your 147 00:06:10,424 --> 00:06:14,374 systems and processes will help you with your delegation efforts dramatically. 148 00:06:14,414 --> 00:06:17,364 As you bring team members on, you'll know exactly where to put them in 149 00:06:17,364 --> 00:06:20,694 your business, which processes and procedures to delegate to them, and what 150 00:06:20,694 --> 00:06:22,324 the expected outputs are, and so on. 151 00:06:22,459 --> 00:06:23,329 So what's the result? 152 00:06:23,569 --> 00:06:25,139 A fully systemized business. 153 00:06:25,199 --> 00:06:28,029 It may take a few months or even a year to do everything I've talked about in 154 00:06:28,029 --> 00:06:29,969 this video, but consider the end result. 155 00:06:29,999 --> 00:06:33,109 You would be working only on strategic CEO level activities. 156 00:06:33,169 --> 00:06:35,569 Every process that is critical to reaching your business goals 157 00:06:35,579 --> 00:06:37,139 has been designed and documented. 158 00:06:37,189 --> 00:06:39,269 Everything that can be automated has been automated. 159 00:06:39,329 --> 00:06:41,589 And everything that can't be automated has been delegated. 160 00:06:41,649 --> 00:06:42,609 That is priceless. 161 00:06:42,609 --> 00:06:44,279 The online business holy grail.