One of the biggest friction points for founders when delegating, pitching, or planning for succession is that they don’t have an operating system in place for the next person to succeed.
The number one rule for getting a promotion is to have trained someone to fill your role. This allows a smooth transition and business continuity for the team, clients, and vendors.
That’s why I’m sharing my handbook template with you. It’s the first thing I create when setting up a small business OS for clients.
Your handbook is a resource for defining the “why” and “how” of your work with peers and clients.
- Templates are examples and tools to help you quickly complete and implement a task.
- Policies are firm boundaries to protect the business, team, and clients.
- Processes provide instructions on how to complete projects or tasks to meet the service standard.
The execution of day-to-day work is supported by the quality of knowledge shared.