Formal Systems and Processes

 

 

 

Marketing/Sales Do you have a marketing plan that directs your sales operations?
Do you have digital, collateral, and in-person marketing initiatives that complement each other?
Does your marketing plan target a specific audience?
Who is responsible for defining, developing, implementing, and aligning marketing initiatives to all other operations initiatives?
Are decisions made according to a set of parameters, criteria, and expectations on results?  Track results?
Operations Do you have a workflow for each operational area?
Are they defined into a process with responsibilities, accountabilities, and results included?
Are all operational areas linked/integrated into internal customer needs?
Are all areas linked/integrated into external customer needs?
Are decisions made according to a set of parameters, criteria, and expectations on results?
Do current decisions satisfy your goals?  Track results?
Finances Do you track money?
Do you have defined processes or systems to identify this tracking, including responsibilities and accountabilities for expected results?
Do you make a sufficient profit?
Do you have extra money/resources for investment in growth?
Do you balance a new expense with new value to be created?
Do you have a funding strategy?
Are your investment decisions made in the context of long-term goals or short-term needs/desires?  Track results?
Do your decisions impact investments?
Are those impacts satisfactory to you?
Technology Do you automate whenever possible?
Are apps and systems linked?
Do they integrate?
Do you provide regular training and support on these apps and systems?
Do you have obstacles due to automation?
Do you evaluate your technology needs and potential solutions?