BLOG: Do You Have Systems in Place?

Do You Have Systems in Place?

What is a system in business? A system is a procedure, process, method, or course of action designed to achieve a specific result. Creating effective business systems is the only way to attain results that are consistent, measurable, and ultimately benefit your clients.

How do you create a system?  Follow this 6 Step Process:

  1. Take Inventory. Start by identifying the tasks that you complete on a regular basis. Make a list of everything that needs to be done in your business on a daily, weekly, monthly, quarterly and annual basis. This should include accounting, calendar management, payroll, billing, scheduling, lead nurturing, referral tracking, customer service, and everything else it takes to make your business operate.
  2. Analyze What You're Currently Doing. Is your current process working as efficiently as it should?  Can the process be streamlined?
  3. Plan Your New Process. What needs to be revised so your system is simple and easy to execute? Group similar tasks and assign responsibility, which will also help develop job descriptions.
  4. Put it in writing! Write down the process step-by-step for completing each task. Define the process to complete one task, move to the next one, and before you know it your procedure manual will be in place.
  5. Execute Your Plan. After all, there's no point in developing systems if you aren't going to follow through!
  6. Periodically review for needed changes to the system in order to continuously improve it. As your business grows, you may find that your processes need to be altered to meet your new needs. Are your processes working for you, your staff and your clients? Nothing is written in stone–revise as needed.

Having the right systems in place will allow you to operate your business effectively, and make your business life a lot less stressful.

Are you ready to take the next step to a thriving private practice? Contact Renee Matlock to schedule a complimentary, no-strings-attached, “Talk with Renee” session to discuss your practice, your goals and your dreams. Renee, the owner of The Private Practice Coach shares with clients her knowledge and expertise gained over 30 thirty years of building a profitable, multi-disciplinary private practice.



Renee Matlock, the owner of The Private Practice Coach, shares with clients her wealth of experience, gained over 30 years of building a profitable, multi-disciplinary private practice.
Ready to take the next step toward a thriving practice?

Contact Renee today!