Business systems boost your team’s productivity while giving them autonomy.

Creating systems is an essential skill for a leader’s peace of mind. This checklist can help the most inexperienced create a great first system. It provides a fresh perspective to seasoned creators.

A poorly designed or implemented system can be your team’s worst nightmare!

Business systems require a significant amount of planning.

1) I have a desired outcome for a specific problem or family of related problems.

2) I have reviewed each step in the process for all departments to be included in the new system.

3) I have read and understand my team’s procedures

4) I know which steps I may need to add to keep things running smoothly

Business systems require a significant amount of coordination.

5) I have approached other leaders, leads and stakeholders about the system I wish to create.

6) We have resolved any differences and are unified in our approach.

7) Every member has  pledged their support and resources.

8) We have formed a plan with milestones.

9) Each leader has their own assigned responsibilities.

10) We have established methods and frequency of tracking our progress.

Accountability and consistency are critical!

11) We have establish expectations for each leader and each team member.

12) The changes we seek are in accordance with our mission, values and culture.

13) We are transparent and forth coming on the challenges we face.

Systems will require an investment of time, money and resources!

14) If any new infrastructure is needed, we have agreed to invest in it. The leader and their team will install it to show our commitment.

15) We create the training necessary to bridge any skills gaps.

16) We will modify job descriptions as needed to implement, operate and oversee the new system. 

17) If the system crosses departments, we will optimize each department’s plan first,

18) We test hand off policies and procedures and revise as necessary.

Systems planning, implementation and optimization require a coordinated effort.

19) We will continue to monitor how well the system is working.

20)  We will ask for feedback from our team in a manner where they feel free to criticize without fear of retribution.

21) We will incorporate their feedback into future developments.

Creating systems using this checklist will help you and your team embrace continuous improvement as a way of life.

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