Steps To Take To Review Your Business System

Steps To Take To Review Your Business System

Steps To Take To Review Your Business System

Steps To Take To Review Your Business System
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Okay earlier this week, I was talking about. Do your systems need some TLC. So is it time to look at your systems to see whether or not they’re actually helping achieve the objective that you’re set out to.

Today I wanted to talk through the steps to take in order to review your business systems. Because a lot of people got in touch and said, well that’s great but I actually don’t know where to start. I invested all this time in creating a business system. And I didn’t really think that I would need to keep revisiting them.

And the good news here is, as long as you keep on top of it, it won’t become a massive task that needs to be done

Generally, the rule of thumb is around reviewing your business systems every 90 days. It’s like when you’re planning for your business you’re planning ahead you’re looking at strategies, making sure that you look at the business systems and what their return on investment is back into your business. And whether or not they’re actually achieving the goal that you want them to be is a really good place to start.

So what you really need to do is I’m going to start with your marketing system here. So your marketing system will have the strategies, and then a process and a procedure around what needs to be done. What you need to be looking at is the objective of your marketing systems – the overall objective.

Is it to create more visibility for you. Or maybe it’s to create more authority. Or maybe it’s to generate more leads. Whatever that objective is you really need to look at that and see whether or not that objective is still relevant. So your business is going to evolve and things are going to change.

But if you’ve created a goal that doesn’t now serve, what you’re setting out to achieve. Then it’s time to relook at that objective

You then need to look at the strategies that you’re using

So are the strategies, generating a return. So for instance, if you’re doing email marketing. Are you getting the return that you expect in order to achieve your overall marketing objective? If the answer to that is no. Or it’s not doing as well as you expected, then it would be time to look at a different strategy or tweaking the existing strategy.

Once you have your strategies there and you’re happy with the metrics that you’ve been tracking and you’re happy that it is working towards the overall goal of your marketing objective. 

Now it is time to look at the process

So, has the technology evolved so could there be something that you could automate now to save some time maybe save some operating costs. It’s really good to look at the process and just see whether or not that part of the process is still serving. So for instance, if you’re going to be posting on social media X amount of time a week. Is that actually generating anything back, or is there one particular platform that you’re getting more from? So maybe you need to be concentrating on that platform and posting more there and just keeping up your appearance on the other platforms.

Once you have your processes there, then have a look at how you’re actually doing it. Generally, the procedures if the processes don’t change too much the procedures are going to stay generally the same. It’s a really good place to make sure, especially if you are tweaking the process. Just make sure that the procedure, still fits and is in line with the overall process.

Also, then looking at the tools that you’re using

So, for each strategy, or process. Are you using tools or are you really utilising the tools that you’re using? So is there a tool that you could be using for something for another process as well which means that you are then removing at all from your overall toolbox, so you don’t want to become overwhelmed with having tonnes of tools to be using when actually you can maybe use one or two.

And then looking at the people that you’re using

So, especially if you have a team, making sure that you are utilising that team, making sure that what they’re doing is actual strategies tasks that are actually going to bring something back to your business because you’re paying out for that team, you want to make sure that what they’re doing is worth the time that they’re spending doing it. There’s no point having someone on the team that’s doing something that doesn’t really bring anything back, that doesn’t really bring any return in, and you’re paying for it. So make sure that your team is being utilised as it should be.

I hope that’s helped on Steps To Take To Review Your Business System and I hope you have found this useful. It’s really, really good to make sure that you do this as I say, at least 90 days, even better if you can do it as you go along, but at least 90 days is a really good place to start. 

If you need some help with all things systems, get in touch because I may have just the thing you need. 

Steps To Take To Review Your Business System

 

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You're perfect for this if you have a service based business that is growing and you're future planning creating your delegateable business™ and know you don't want to suffer the common headaches many others do from lack of preparation. OR you currently delegate but need to add to/restructure your team but cannot face the carnage you have had previously and you are determind to make sure this time it is different!

If this is you, pop me a DM with the word 'BOOTCAMP' and I will share the juice deets.

 

Hear what my incredible clients have to say...

Jo Oogarah – Jo Oogarah Coaching
"I have just completed the Simple Systems to Scale Group Programme and I wanted to share how amazing it has been for my business. As someone who is not naturally organised and hates anything filing etc, I was a bit wary of starting the course, especially at the start of my business journey, but it has been so useful. I now can find things easily which saves me so much time onboarding clients and keeping track of who I have spoken to. For the first time I have a proper system for all the functions of my business. I would thoroughly recommend taking this course to really start to see what is going on in your business and managing it so much more effectively in the day to day. Thanks so much Charlotte!"
CVA Associates
5
2021-11-03T20:52:54+00:00
As someone who is not naturally organised and hates anything filing etc, I was a bit wary of starting the course, especially at the start of my business journey, but it has been so useful.
Katie Carswell – Katie Carswell Coaching
"Charlotte and her team are amazing. I challenge you to find anyone as dedicated to your and your businesses success as Charlotte is. She consistently goes the extra mile, nothing is too much trouble, she really knows her stuff and has made my life so much easier, in so many ways. She really is a diamond find and I would recommend her to anyone who is looking to make their business more streamlined and simpler. Plus she is one of the loveliest people you will ever meet."
CVA Associates
5
2021-11-03T20:54:09+00:00
I challenge you to find anyone as dedicated to your and your businesses success as Charlotte is.
Sarah Street – Street & Co
"Charlotte has been a great support to our business, managing numerous support services from daily admin, organising Dropbox and IT, to HR services and organising team events. We have always felt Charlotte was one of the team, even if she wasn't sitting next to us every day. I highly recommend Charlotte's skills in supporting any small business."
CVA Associates
5
2020-04-18T14:32:07+01:00
"Charlotte has been a great support to our business, managing numerous support services from daily admin, organising Dropbox and IT, to HR services and organising team events. We have always felt Charlotte was one of the team, even if she wasn't sitting next to us every day. I highly recommend Charlotte's skills in supporting any small business."
Tara Barton – Birch & Wilde
"Virtual Assistant & Online Business Management Services - Charlotte and her team are fantastic and I would now be lost without them. Highly professional, super knowledgeable, full of ideas and ways to solve problems, positive and extremely efficient and organised. I can't hesitate to recommend CVA Associates."
CVA Associates
5
2020-09-07T12:00:18+01:00
Highly professional, super knowledgeable, full of ideas and ways to solve problems, positive and extremely efficient and organised.
Jill Pringle – Brand Symphony Marketing
"I'm so glad I found Charlotte and her business CVA Associates. Charlotte is so friendly, client focused and organised in the way she runs her business, and matches clients like me with our exec assistants. If you're a business owner and need a bit of support to take away all the small, fiddly, technical tasks each week, or need help with a particular project, then the range of people and skills Charlotte can access is amazing. I got support setting up all of my GDPR processes, my CRM and Email Automations, project managing my website rebuild and then ongoing admin and marketing tasks. What's best about Charlotte is she matched me perfectly with my EA Gill, and also stays in touch regularly to make sure things are working well. A real pleasure to work with."
CVA Associates
5
2020-07-24T17:05:32+01:00
"If you're a business owner and need a bit of support to take away all the small, fiddly, technical tasks each week, or need help with a particular project, then the range of people and skills Charlotte can access is amazing."
Rose Cox – Certified Human Potential Coach, Advanced Rapid Transformational Therapist and Clinical Hypnotherapist
"I recently had an online session with Charlotte where she walked me through her business hub set up in ClickUp. It was super useful and I came away with great strategies to implement for my own business in helping me keep everything systematised and on track, both with my goals, my overall business planning and right down to my project planning and daily task management.

I highly recommend working with Charlotte if you need someone to show you the most structured and easy to implement way to keep track of everything related to your business."
CVA Associates
5
2022-07-25T13:59:00+01:00
"I highly recommend working with Charlotte if you need someone to show you the most structured and easy to implement way to keep track of everything related to your business."
Nick Myers – Owner, Loveable
"Charlotte does so much more than keep me organised and ensure Loveable keeps its various plates spinning. She brings ideas and a point of view to the table. She’s passionate, resourceful, ever learning and such an asset I really didn’t want to make this recommendation public in case she gets too busy to continue helping me!"
CVA Associates
5
2018-12-31T19:50:29+00:00
"Charlotte does so much more than keep me organised and ensure Loveable keeps its various plates spinning. She brings ideas and a point of view to the table. She’s passionate, resourceful, ever learning and such an asset I really didn’t want to make this recommendation public in case she gets too busy to continue helping me!"
Tara Burgin – Owner, Active Early Years
"Charlotte is an amazing VA she is currently the P.A to Active Early Years and does a fantastic job she is always willing to help, highly organised, efficient no task too big and is very knowledgeable in her expertise always delivering at a high standard. If you want more time back in your business then Charlotte really is the answer."
CVA Associates
5
2018-12-31T19:51:27+00:00
"Charlotte is an amazing VA she is currently the P.A to Active Early Years and does a fantastic job she is always willing to help, highly organised, efficient no task too big and is very knowledgeable in her expertise always delivering at a high standard. If you want more time back in your business then Charlotte really is the answer."
Helen Cox – Owner, Helen Cox Marketing
"I would highly recommend working with Charlotte. As a busy marketing consultant, I often didn’t have time to do my own marketing. I’ve used Charlotte to help with my social media, email marketing, proofreading and inbox management and she is so efficient – it makes my life so much easier. What I liked about Charlotte is that she has a background in corporate as a PA so she knows how to run everything, she’s friendly, approachable and nothing is too much effort!"
CVA Associates
5
2018-12-31T19:52:27+00:00
"I would highly recommend working with Charlotte. As a busy marketing consultant, I often didn’t have time to do my own marketing. I’ve used Charlotte to help with my social media, email marketing, proofreading and inbox management and she is so efficient – it makes my life so much easier. What I liked about Charlotte is that she has a background in corporate as a PA so she knows how to run everything, she’s friendly, approachable and nothing is too much effort!"
Anonymous – Nature of business
"I just wanted to let you know that already your admin support has made such a difference to me, staff members and clients. Smashing work Charlotte."
CVA Associates
5
2018-12-31T19:54:35+00:00
"I just wanted to let you know that already your admin support has made such a difference to me, staff members and clients. Smashing work Charlotte."
Denise Todd – Head of Operations, Delivery Associates
"Charlotte did a brilliant job for us, helping with some rebranding work that needed to be done on a tight timescale. She understood straight away the requirement and just got on with it, which was what was needed! She supported on extensive word and ppt docs. A pleasure to deal with Charlotte and we will definitely be in touch for future support!"
CVA Associates
5
2018-12-31T19:55:25+00:00
"Charlotte did a brilliant job for us, helping with some rebranding work that needed to be done on a tight timescale. She understood straight away the requirement and just got on with it, which was what was needed! She supported on extensive word and ppt docs. A pleasure to deal with Charlotte and we will definitely be in touch for future support!"
Marc Goatcher – Head of, Lex Autolease & Black Horse finance
"Charlotte is a dedicated and committed p.a. and assistant. She has a fantastic work ethic and was able to adapt to the needs of the stakeholder.
She has an ability to cut through and get to the issue and solution at pace. I am sure she will be an asset to anyone that she supports."
CVA Associates
5
2018-12-31T19:56:49+00:00
"Charlotte is a dedicated and committed p.a. and assistant. She has a fantastic work ethic and was able to adapt to the needs of the stakeholder. She has an ability to cut through and get to the issue and solution at pace. I am sure she will be an asset to anyone that she supports."
Stuart Beaver – Partnership Director, Lloyds Bank
"Charlotte is a proactive, hardworking and committed PA. Highly dependable in delivery and all round, great to work with."
CVA Associates
5
2018-12-31T19:57:45+00:00
"Charlotte is a proactive, hardworking and committed PA. Highly dependable in delivery and all round, great to work with."
Robert Longhurst – Owner, Advanced Vision Care
"I cannot recommend Charlotte enough as a PA. She is ruthlessly professional and works quickly yet diligently. I trust her completely and she frees up so much of my time, I can honestly say my business is better because of her."
CVA Associates
5
2018-12-31T19:58:54+00:00
"I cannot recommend Charlotte enough as a PA. She is ruthlessly professional and works quickly yet diligently. I trust her completely and she frees up so much of my time, I can honestly say my business is better because of her."
David Patterson – Partner, Optima
"Charlotte is a conscientious, diligent and hard working person who is committed to performing her role and duties to an extremely high quality. She is very punctual, is always willing to go the extra mile and is extremely dedicated and supportive."
CVA Associates
5
2018-12-31T19:59:51+00:00
"Charlotte is a conscientious, diligent and hard working person who is committed to performing her role and duties to an extremely high quality. She is very punctual, is always willing to go the extra mile and is extremely dedicated and supportive."
Olivia Longson – Marketing Manager, Lloyds Bank
"Charlotte is an absolute pleasure to work with at Lloyds Bank. Nothing is ever too much trouble for her and she frequently goes above and beyond to ensure she can help. Incredibly organised and driven, charlotte has successfully managed a number of senior stakeholder’s diaries. If you want a organised, passionate & personable assistant Charlotte is your lady!"
CVA Associates
5
2018-12-31T20:00:39+00:00
"Charlotte is an absolute pleasure to work with at Lloyds Bank. Nothing is ever too much trouble for her and she frequently goes above and beyond to ensure she can help. Incredibly organised and driven, charlotte has successfully managed a number of senior stakeholder’s diaries. If you want a organised, passionate & personable assistant Charlotte is your lady!"
Deborah Neville – Senior Marketing Manager, Lloyds Bank
"Charlotte is one of the best assistants I have worked with, nothing is ever too much trouble, but she runs a tight ship and is very efficient. If it needs doing she knows how to get it done, organising large team events, meetings etc. What I have always loved about Charlotte is her ‘can do’ attitude which has stood her in good stead in her roles. I truly believe Charlotte is an asset to any company or individual that needs her fantastic skills"
CVA Associates
5
2018-12-31T20:01:26+00:00
"Charlotte is one of the best assistants I have worked with, nothing is ever too much trouble, but she runs a tight ship and is very efficient. If it needs doing she knows how to get it done, organising large team events, meetings etc. What I have always loved about Charlotte is her ‘can do’ attitude which has stood her in good stead in her roles. I truly believe Charlotte is an asset to any company or individual that needs her fantastic skills"
Helen Cox – Owner, Helen Cox Marketing
"It was so nice to be able to have a proper break and with bringing my fantastic VA onboard she managed my emails like a pro so that I could get right back into the swing of things with no worry."
CVA Associates
5
2018-12-31T19:53:29+00:00
"It was so nice to be able to have a proper break and with bringing my fantastic VA onboard she managed my emails like a pro so that I could get right back into the swing of things with no worry."
5
18
CVA Associates
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