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  |  Management   |  Accountability   |  6 Essential Questions to Answer When Documenting Your Business

6 Essential Questions to Answer When Documenting Your Business

In order to have consistent day-to-day execution in our business, we need the right people in the right seats doing the right tasks the right way every-single-day.

Easy concept to grasp … Harder concept to implement and maintain.

This isn’t the fun and flashy side of business … It’s the down-n-dirty, nitty-gritty that ignites momentum, stabilizes operations, and powers strong profit margins.

As you read the rest of this message …

Think of ONE process in your business that happens more than 3 times per month and has more than 3 steps.

This could be … How you onboard investors … How you vet deals … How you build your brand … How you create social media content …

With that ONE workflow in mind … Ask yourself each question for each step in that process.

  1. WHO?
    • Who owns this step?
    • Who’s involved in this step internally and externally?
    • Who needs to be notified when this step is started or completed?
  2. WHAT?
    • What single action must be completed at this step?
    • What does success look like?
    • What tools, technology, or resources are required to complete this step?
  3. WHEN?
    • When does this step start and stop?
    • When does this step need to be completed by?
    • When is this step skipped, if ever?
  4. WHERE?
    • Where does this step take place – phone, video, in-person, on-site, office?
    • Where is this step documented or reported?
    • Where are the supporting resources stored?
  5. WHY?
    • Why is this step important for driving revenue?
    • Why is this step important for retention?
    • Why is this step important for efficiency?
  6. HOW?
    • How could this step fail?
    • How can we ensure this step does not fall through the cracks?
    • How can we make this step simpler and more intuitive to execute?

It’s VERY rare that I meet an entrepreneur who loves thinking through these questions at nauseam for each step in their business.

If that’s you … I get it …

Most Visionary leaders enjoy the fun & flashy and prefer leaving the nitty-gritty to their Integrators. Send this along to them to help empower your back-office operations.

I hope these questions help your team operationalize your day-to-day tasks so that you can get more done, reduce stress, run a well-oiled machine, and motivate ownership!

Cheers to running a systematized business this year!

If you want to wake up at the end of 2024 ACHIEVING more while also BECOMING more, consider getting sh!t done with a tribe on the same mission …

Playing our way to success!

Our next Virtual 3-Day starts February 28th … Click Here to SAVE YOUR SPOT >>

Rooting for you and your business 2024! 

For assistance with all aspects of growing and sustaining your business...


Staci Gray has over two decades of experience organizing real-world businesses to scale. She puts an emphasis on quickly collapsing the gap between ideas and profits by persistently executing for progress and results. Staci envisions a world where innovative leaders are no longer trapped by operational chaos and instead are empowered to efficiently and effectively solve real-world problems, impact real-people on a human level and generate profits quickly. Staci loves coming alongside mission-driven leaders who are using their ideas, influence and intellect to build successful businesses and empowering them to scale without losing their sanity, compromising their values, sacrificing their relationships, and drowning in operational chaos. Supporting leaders one business at a time!