Like most small business owners, you are probably wearing a lot of hats, doing a lot of things. I know when I started my business, I thought well I will be wedding planning. I didn’t know I was going to be the marketer, accountant, paper filer, janitor, and approximately 100 other things I could be doing in a day. Until recently, I didn’t really think of those roles at all. One of the most powerful activities I have done as of recently was really write down the various roles I was fulfilling, looked up a general job description for that type of job, and then edited it based on my business. If you don’t know what you are doing, meaning if you don’t even have a handle on the tasks and roles you are filling, it is incredibly hard to create a system around that, with the goal of training someone to take that role/job/task over.

Here are the 5 roles I came up with for me:

  1. CEO
  2. CMO
  3. CFO
  4. Client Management
  5. Sales

I then broke these roles down into what the true job description of each was, what that looked like for my job, and then the tasks associated with that role. I was then able to evaluate the systems I had for each area of my business in relation to that role. What the CMO does, isn’t the same as the sales department/person, and it isn’t the same as the client manager/management team. I also looked at where I was spending the most amount of time, where I could spend less, where i wanted to spend less, and where I wanted to spend more time working. This activity really helped me revamp my systems, and really define the roles & jobs everyone on my team, including myself, would be doing.

Have you done an audit of your business roles? How did that affect your systems in your business?

I am so excited to share that our first workshop is launching in just 3 weeks! If you are constantly reacting to the todos in your business, rather than being proactive, and working on the things you would like to be than this is for you. This totally free workshop is all about what a project calendar is, how to make one, and how to communicate that to your clients. This is going to allow you to get more client & project work done but also give you the dedicated time you need to work ON your business. Sign up here!