The document discusses developing systems and processes for a business. It notes that many businesses currently lack proper systems, which can lead to issues like being reactive, overreliance on key people, and low profits. The presentation then outlines steps to develop systems, including defining roles and tasks, setting metrics, creating procedures, implementing training, and documenting everything in an operations manual. The overall message is that implementing clear and documented systems can help businesses increase efficiency, scalability, and profits.

1. Systems Immersion Workshop
Jon Mailer
CEO/Founder of PROTRADE United
Creating the business, you choose..

2. A bit about you…
 Name
 Location
 Outcome for today

3. What it’s really like…

4. Evidence of NO/few processes…
1. The phone rings all day – for the wrong reasons
2. Stuck on the tools – feel like you have to do it all if you
want it done right
3. Nights are spent drowned in paperwork/quoting
4. Feast/famine of work
5. Working hard with little/no progress
6. Feel stuck and trapped!
7. Pressure/stress affecting life in general

5. Consequence of NO/few processes…
1. The ‘I.P.’ is in the heads of a few key people
2. Growth is then limited
3. Flexibility/freedom is minimal
4. No/low value in the business
5. Client relationships are with only a few key people
6. Major frustrations…is it worth it?

6. Is it a people problem or a missing system?
1. Has a documented system/procedure/checklist been
developed and written? This means step by step, just like a
cooking recipe that is clear, easy to read and follow.
2. Have the individuals responsible for this process been given
regular training and feedback on the application of the system?

7. The clear benefits…
1. Increase income and profits
2. Improve productivity and efficiency
3. More free time
4. Scalability
5. Increased business value
6. Control!

8. What is a system…

9. What is a system?
1. What needs to be done?
2. Why it needs to be done?
3. When it needs to be done?
4. How it needs to be done?
5. Who needs to do it?

10. Same - Same?

11. Why – Mr. Consistency…!

12. The challenge is…

13. 1. Begin with the end in mind…

14. 2. Team Structure
CEO/Owner
Marketing
Online/Digital
Business
Development
Sales/Customer
Acquisition
Estimator/Quoting
Production Operations
Team
Manager/Foreman
Tradesman/Technician Tradesman/Technician
Admin/HR/IT
Office Manager
WH&S
IT Manager
Finance
Book keeper
Accounts
Receivable/Payable
Payroll
Accountant

15. 3. List the Task for each area
• CEO/Owner
• Marketing (getting the leads)
• Sales/ Customer Acquisition (Estimating)
• Production/Delivery
• HR/team
• Finances

16. 4. Create WPI’s
1. Quantity
2. Quality
3. Behavioural

17. 5. Position Description

18. Start with…

19. 6. Develop the Procedure
Production/Job Management
1. Communication with client
2. Job scheduling
3. Organising trades
4. Site preparation
5. Ordering/delivery materials
6. Allocation of labour
7. Progress/check up
8. Completion

20. 7. Implementation & Training

21. 8. Operations Manual

22. 10. Follow Up & Acknowledge…

23. Make it easy…

24. Where to start?

25. Understand…

26. PRACTICE…until you can’t get it wrong
Everything is hard…
until it becomes easy.

29. Remember…