The Owner's Playbook
Your office procedures, written down and easy to follow
If the business only runs smoothly when you're in the building, the procedures live in your head. I sit down with you and your staff, write down how each task is done, and record short videos of the steps on screen. The result is a searchable playbook your team can use without calling you.
What goes in the playbook
- Step-by-step procedures for daily, weekly and monthly office tasks
- Short screen-recorded videos for each system your staff uses
- Who to call for each vendor, account and piece of equipment
- Opening, closing and end-of-month checklists
- A starting guide for new hires
- A simple way for staff to keep it up to date
How it comes together
- ListenI spend time with you and your staff and follow real tasks from start to finish.
- Write and recordI write each procedure in plain language and record short videos of the steps.
- Test with your teamA staff member follows each procedure while I watch, and we fix anything unclear.
- Hand it overYou get the finished playbook in a place your team already uses, and your staff are trained to keep it current.
Who this is for
Owners who want a real vacation, offices that hire often, and businesses getting ready for a family handoff or a sale. A written playbook is also one of the first things a buyer or successor asks to see.