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Using process alignment playbooks and focused people management to scale your small business

Aug 21, 2024

3 min read

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Scaling a small business from its humble beginnings to a thriving enterprise is a monumental task. It requires more than just ambition; it demands a strategic approach that revolves around identifying key processes and assembling the right team of individuals to drive your vision forward. The secret to achieving this lies in cracking the code of scaling small business success by integrating process precision and smart people management at every step.


Building the Foundation: Processes and Playbooks


At the core of every successful scaling endeavor lies a robust foundation of processes. These processes serve as the backbone of your company's activities, ensuring seamless execution and consistent outcomes. By identifying the critical processes that drive your business and developing playbooks for each, you create a roadmap that guides your team towards success. Ironically, many businesses approach their operations in an ad hoc, unsystematic manner resulting in inconsistent execution, missed objectives, and a growth stall.


Fortunately, most businesses share a common set of foundational processes. For instance every company I've ever worked with has processes that:


  • Drive people management (how you search, find, hire, onboard, manage, review, develop, and retain talent)

  • Launch marketing efforts (activities that engage with your addressable market)

  • Close sales (convert prospects into customers)

  • Execute effective operations (how you make, distribute, and support your product or service)

  • Ensure adequate accounting & financial management (monitoring the flow of resources and monies in an out of the company)

  • Retain customers (proactively helping your customers achieve success with your product or service).


Imagine these playbooks as a set of guidelines that outline the steps, responsibilities, and best practices for each process within your organization. Whether it's sales, marketing, operations, finance, or customer service, having a playbook for each function ensures that execution is not only systematic but also precise and sustainable. This level of operational clarity minimizes errors, improves efficiency, and paves the way for sustainable growth.


The People Factor: Skill, Will, Hill Challenge


While processes lay the groundwork for success, the people driving those processes are equally crucial. Identifying the right individuals who not only fit the role but excel in it is a game-changer for any small business looking to grow sustainably. This is where something I call the skill, will, hill challenge comes into play.


  • Skill: Finding individuals with the necessary skills to excel in their respective roles is imperative. Whether it's technical expertise, industry knowledge, or interpersonal skills, ensuring that your team members possess the required skill set is non-negotiable. Importantly, creating visibility into your future talent needs and the skills to deliver on your critical strategic objectives is equally important. In other words, a business hoping to scale must understand what skills they currently have, what skills they will need, and how they will fill the gaps by hiring, developing, or buying the skills with contingent talent.


  • Will: Beyond skill, the will to succeed is a defining factor in scaling small business operations. Identifying team members who are not only motivated but also aligned with the company's goals and values is essential. Their drive and passion, their desire to succeed in role and achieve critical objectives, will fuel innovation and propel your business towards success. As clients have told me recently, "if an employee has the will, that employee will find a way to have impact."


  • Hill: Lastly, the hill represents the challenges and obstacles that your team must overcome to achieve scalability. Typically, and quite ironically, these are obstacles put in place by the organization itself:


    • how it's organized (too hierarchical, for instance, siloed)

    • the presence of unclear processes (see above)

    • misaligned incentives


By assembling a team that is not only skilled and willing but also resilient in the face of organizational adversity, you equip your business to tackle any uphill battle that may come its way. In short you must ensure that you have the right people in the right seats; that each individual understands, truly wants, and has the capability to do their roles. And leaders must equip team members to navigate the complexity of their teams, projects, and enterprises.


Unlocking Success: A Unified Approach


In essence, scaling small business success is not a singular effort but a collective journey that hinges on the alignment of processes and people. By developing comprehensive playbooks, streamlining operations, and handpicking individuals who embody the skill, will, hill mindset, you set the stage for exponential growth and sustained prosperity.


Remember, cracking the code of scaling small business success is not just about growth; it's about crafting a legacy that withstands the test of time. So, as you embark on this transformative journey, keep in mind the power of precision, the resilience of your team, and the unwavering commitment to excellence.


Let's pave the way for a future where small businesses thrive, grow, and leave an indelible mark on the world by building aligned teams, deploying structured playbooks, and embracing effective people strategies.


Aug 21, 2024

3 min read

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