Take the free Business Bottleneck Quiz to find out - in 90 seconds or less - what’s holding you back from scaling to your next level.
Grab our step-by-step workbook to free up 10+ hours of time off of your schedule per week.
Get the strategies and systems to unshakably scale your business.
How to make $25k, $50k, and $100k+ months on repeat
“How to make an org chart” is one of THE most underrated (but important!) questions you can ask in your business. Whether you’re the only person in your business or you’ve hired several contractors or team members, you NEED an org chart. In this episode, I talk about why you need one and how you can create one that is simple and highly effective.
1. It provides tremendous clarity around how your business is structured and therefore, how your work, projects, files and more should be organized.
2. It assigns clear accountability in your business. It lets you know who is responsible for each and every result, project, task, and ultimately, the management of all of the people along the way.
3. It points out inefficiencies.
If you don’t already have an org chart, I’ll help you create yours today! I share with you a common structure that I implement with my clients.
It would be really helpful to listen to last week’s episode where I discuss in detail the four types of people you need to scale to 7-figures.
Your chart will start with the Visionary, who is typically the founder and CEO, at the top. Below the Visionary is the Integrator or COO who manages the day-to-day and reports directly to the Visionary.
Under the Integrator, I recommend starting with these three departments, all of which will have a director role that serves as a strategist and manager for the department:
This includes marketing and sales. It is responsible for growth in both reach of your prospective clients and revenue.
This handles all necessary functions for running the day-to-day of the business, as well as efficiency and quality control. It supports both growth and fulfillment initiatives.
This involves delivering the promise made to your clients/customers. Under this department is where all of your services, programs and products are managed and fulfilled. It is responsible for customer experience and retention.
Under each department, list the specific roles for the tacticians in your business. They are the team members who handle specific roles or tasks under each department. When doing this, DO NOT think about the people already on your team or list their names, but instead map it out based on roles.
Don’t structure your business around your team. Align your team members to the structure that your business needs. As a Visionary, you may be serving in multiple roles in your business because you haven’t yet hired someone in those roles. When you learn how to make an org chart based on roles and not team members, you’re able to see where the gaps are.
Hey. Hey. And welcome back to the podcast. Last week, we talked about 4 types of people that your business needs to hit 7 figures. And whether you're the only person in your business, you have 1 or more contractors, or you've hired a team of people who are all in, you need an org chart. Here's why. I've got 3 reasons for you. One, creating an org chart provides tremendous clarity around how your business is structured and, therefore, how your work, projects, Files and more should be organized.
Two, an org chart assigns clear accountability in your business. It lets you know who's responsible for each and every result, project, task, and, ultimately, the management of all of the people along the way. 3, an org chart points out inefficiencies. When 1 team member is split between various roles or departments or has multiple supervisors or when 1 team member or department is managing projects for results that another department is responsible for, or when the type of work isn't aligned by goal, for example, when a team member responsible for quality control reports to someone who prioritizes speed, and growth. So you need an org chart to point out these inefficiencies, to get organized and to ensure accountability in your business. Now if you don't have a clear org Not yet. That's okay. I want to help you create one today.
We're going to keep this simple using a common structure that I implement with my clients. If you follow the entrepreneurial operating system, EOS for short, which I recommend, your org chart We'll start with a visionary at the top. Now this is typically the founder and CEO, and below the visionary is the integrator or COO who manages the day to day and reports directly to the visionary. I described these roles more in-depth in the last episode, so not going to get into that today, but go back and listen if you want more information about those 2 roles. Under the integrator, I recommend starting with 3 departments, all which have a director role that serves as strategist and manager for the department. The 3 departments are growth, for marketing and sales operations, which includes all necessary functions for running the day to day of the business, whether that be technology, HR, finance, legal analytics, project management, and more and, 3rd, fulfillment, which is responsible for delivering or fulfilling on the promise made to your customers. If you have a service-based business, I often refer to this department as client or customer success versus fulfillment of products, if you will. So, you have some flexibility Name these whatever you want, but at a high level, these are growth, operations, and fulfillment.
Now under fulfillment is where all of your programs, services, courses, or products are managed and fulfilled. At a high level, growth is responsible for growth in both reach of your prospective clients and revenue, Operations is responsible for efficiency and quality control. Fulfillment is responsible for your customer experience and retention. And it's important to note that operations support both growth and fulfillment initiatives. Next, under each department, you'll list the specific roles for the tacticians in your business. These are the people who work in that department. For example, writers, designers, social media managers, virtual assistants, coaches, customer service, bookkeepers, podcast editors, any team member who handles a specific task or role in your business under a department. It's important to map out this org chart without names.
So, if you have team members already, don't list their names quite yet and try to remove those names from your brain while you do this exercise so that you map out the org chart purely based on role. You don't want to structure your business around your team. You want to hire or align your current team members to the structure that your business needs. And that may mean you have the same name in multiple spots, or you have gaps with no names. Even if you're a solopreneur with no team members at all, I still want you to map out your ideal org chart and you might just end up putting your name down for every role. But if you are the visionary and you're working on your marketing, It's not because you're a visionary. Right? The visionary wouldn't do that role, or they wouldn't do their bookkeeping, or They wouldn't handle their graphic design. Now many of you are, but it's not because that's part of the job description or the function of a visionary.
It's because you don't have someone to serve in that role yet. And by defining your org chart based on roles and not team members, you're able to see where these gaps are, where these team members are that you will need in the future. And that leads to one final note here for you. I want you to map out your org chart to reflect the team that you need to get to 7 figures, not the team that you have now. So, dream big, imagine that 7 figure, high-performance, all-in team, map that out, and then every step of the way, you're going to reflect on this org chart. You're going to prioritize your next hire and one team member at a time, scale your business to 7 figures.
Are you following the podcast? If you’re not, I want to encourage you to follow today so you don’t miss any future episodes! I have so many topics lined up, and I would hate for you to miss a single one. Click here to follow on Apple Podcasts.
If you are loving the show, I would appreciate it if you would leave me a review on Apple Podcasts. I read each and every one! Plus, it allows other business leaders like you to find the podcast!
Wondering how to leave a review? Click here to review, then select “Ratings and Reviews” and “Write a Review”. It is so easy and so appreciated!
Grab our step-by-step workbook to free up 10+ hours of time off of your schedule per week.
Get the strategies and systems to unshakably scale your business.
How to make $25k, $50k, and $100k+ months on repeat
Terms
When we say we help business owners unshakably scale and lead we mean ALL business owners. We believe the world is better when leaders and teams have diverse backgrounds, cultures, perspectives, characteristics and experiences. If you value doing meaningful work with others who are committed to diversity, equity, and inclusion, then you belong here.
© 2024 Alyght, LLC
Brand Photos by WorkPlay
Website by Bailey Rose Creative
Privacy Policy
podcast
Home
About
work with us
blog
Resources
member login
media
Disclaimer