Optimizing Operations Part 1 - Auditing Your Systems with Cyd Rechtin

For this two-part mini-series, I thought it would be fun to interview Cyd, the CMO/COO of my business and founder of The Creator's Attaché. Cyd is an expert in systems, project management, digital marketing, and team accountability.

In part 1 of this series, Cyd stresses the importance of well-designed and integrated systems for maximum impact. In our discussion, we'll cover practical tips on when to audit your systems and how to begin. This includes a live on-air demonstration of the "What good looks like" exercise, which defines success for your business, and the "5 Whys" exercise to identify inefficiencies and obstacles.

This episode is valuable for business owners and entrepreneurs who want to streamline their systems and processes. By implementing this guidance, you'll be able to focus on what truly matters in your business.

The key takeaways from this episode are:
1. Well-designed and integrated systems are crucial for maximum impact in a business. It's important to audit your systems regularly to ensure they are still serving your business needs.
2. The "What good looks like" exercise can help you define success for your business and identify areas that need improvement. The "5 Whys" exercise can then help you dig deeper and uncover inefficiencies and obstacles.
3. Once you've identified the root cause of an issue in your business, create a system to fix it. This will help streamline your processes and allow you to focus on what truly matters in your business.

What you'll hear in this episode:
[0:50] Introduction to Cyd
[3:33] Does having more systems mean more efficiency?
[5:10] How do you know when it's time to start auditing your own systems and how do you actually get started?
[10:45] How to differentiate between a system and a process within your business.
[13:00] How to conduct an audit of your own systems, beginning with the “What good looks like” exercise.
[20:15] Stepping through the “5 Whys” exercise to find out what is stopping you from reaching "what good looks like" in your business.
[24:17] Once you can identify the root cause that is preventing your business from reaching “what good looks like”, create a system to fix it.

Related episodes:

Worry Less About Efficiency in Your Business

How to Measure What Matters with Carlyn Bushman

Knowing Your Numbers: Three Key Dimensions Every Entrepreneur Should Focus On

Resources:

Resources mentioned in this episode:

What does good look like? exercise: https://www.thecreatorsattache.com/whatdoesgoodlooklike

5 Whys Exercise: https://www.thecreatorsattache.com/the-five-whys

Connect with Cyd:

Website: https://www.thecreatorsattache.com/

IG: @cyd.rechtin

Connect with Shannon:

Attend The CFO Accelerator Live: https://www.thecfoaccelerator.com/shannon

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The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.