Are you a mom entrepreneur wondering how to streamline business processes?

In this episode, I simplify building business systems for busy mompreneurs. I focus on 6 key questions that provide a structured approach to creating efficient, streamlined processes.

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You are now tuned in to the mom CEO suite podcast.

I'm your host, Felicia, wife, mom, and

entrepreneur. In this podcast, I'll be sharing my mompreneur

journey along with strategies that will help you build your online

business operations in a sustainable way. The goal is

to help you build a business that fits into your lifestyle as a mom who

values putting family first. We will also hear the

experiences and expertise of other moms with service

based businesses. You'll get a peek into our journeys, so you'll

know that you aren't alone. Motherhood gets hard.

Entrepreneurship gets hard. But together, we can

do hard things. Welcome to the suite.

Hey friend, welcome to another episode. Thank you so much for being

here. So today I want to get into how to build a

business system. Six questions to X when creating your

systems and processes. And when I was thinking about this

episode, I really wanted to give you the

simplest way to think about this. And so. I'm going to give you six

questions. It's really more than six, but some of the. Questions

half. Multiple parts. But. This is going to be the

simplest way for you to think about your business systems. I think a lot of

times, uh, It's thought that

business systems have to be complicated. And that they need to be

intricate and all of these other things. But simpler is

really going to be the way to go simpler as better

simpler, as easier to track. And so we're definitely keeping it simple

today. Now. I don't know if you remember back in

grade school, they gave you these five questions. I don't even know

the context around them, but. There were these five

questions, the five w questions. Who, what, when, where, why.

And then later when they added, how, so this is what we're

going to go through today. Literally, when you think about your business systems and how

to build them, and you're creating your systems and your processes. I want you to

think about those questions. Who, what, when, where, why and

how? Okay. So this episode, you might want to take

some notes. Go grab a notebook because I'm going to actually be going through

these questions that you need to ask yourself as you are building out your

business systems. Okay. So number one,

who. Who should be completing this

process, or you could think of it who should be overseeing

this process depending on how your business is structured. All right.

And when you're thinking about who is completing or overseeing this

process, You want to make sure you have the right person in place?

Because this person, they need to have the skill

to do it, or, or they need to be able to be taught to do

it. And they also have to have the capacity to handle the task or

to oversee it. Okay, so who should be completing or overseeing

this process? The second part of that is who is going

to be on the receiving end of this process. Who was going

to be on the receiving end of this process. So, is this a process that

is internal if you have a team, is it an internal process

for your team members? Or is this an external

process for your clients? Something like your client

onboarding or your lead capture or lead nurturing?

This is important because you want to allow the

needs. Of the person. Whoever the

process is for you wants to allow their needs to influence the

design of the system. So in a past episode, I

don't remember which one, but I mentioned how I was talking about

automation and I mentioned how yes, automation, um, was

good to help us save time, but automation also needed to

be. Friendly to the user. Okay. And so when you are building your

business systems, yes, they are for you to allow things to go

smoothly and to streamline them. But you also want to keep in mind.

The end user and how it's going to affect them and how they

are going to. Interact with the system that you are

creating. All right, so that's number one. Is who.

Who should be completing or overseeing this process and who is going

to be on the receiving end of this process? Number two is what.

what are the chronological steps in this process from

start to finish? What are the chronological steps in this process?

From start to finish. So you want to just break

down? Step-by-step. What it takes for this process

to be completed. From start to finish.

And it's important to do it in chronological order

because. For example. Step

five may not be able to be completed until

step two is completed. So there may be some

dependencies. So that's why you want to make sure you're doing it in chronological

order and you don't have to get it perfect. The first time you are thinking

through or writing out your, or your system or your process. But just make sure

you're thinking through step-by-step from start to finish.

What is the process. Okay. So that's number two.

What are the chronological steps in this process from start to finish?

Number three is when, so when does

this process start? And when does

this process. And so you want to have very clear

starting. Points and ending points.

And this is important just because. It really helps

define your process. It will

reduce confusion. So let's say, for example, we're

talking about client onboarding.

You want to have a clear starting point because does the client

onboarding start when the person signs a contract?

Or does your client onboarding start when the person pays their

invoice? So just having that clear starting point

reduces confusion. If you have a team. It will improve

the accountability. So people know what they are specifically responsible

for. And then I also will help you. Just with

tracking the, The data related to

this process. And so I'll talk about that. In a little

bit. But if you're tracking the

information and the process, the metrics from the process,

then you want to have the same starting and ending point Every time, this process

is run so you can have accurate data. All

right. So that's the number. What number was that three?

When does this process start? And when does this process in.

Number four is where. Where will this

process take place? And when I mentioned

this, I'm more so thinking about the tools. So like what

tools are you going to need? What platforms are you going to need?

In order to execute this process. Do you need

project management software or are you going to need email marketing

software? Are you going to need a CRM? Where's

this process going to be taking place. And so I talked about

automation and tools in past episodes, but you just want to make sure

that you are using tools. That. We'll help

you actually execute your process. And they will

help you to streamline your process. You don't want to pick tools.

Just because everyone else is using the tool. You want to make

sure that the tool works for you. And your business

goals. So that's number four.

Number five is why. Why does this

process exist? What is the N. Goal.

So you really want to know why you're even doing this process, because if

there is no purpose, then there is no point in you doing it.

And so how does this process really just align with your

larger business goals?. Why does this process

exist? Understanding the why also helps the people who

are involved in executing the task. It just

helps them to be able to do that with a

high quality, if they're remembering in their understanding why it

exists. And then finally, number six.

How, how will you measure the success of this

process? And so again, When you

have a process that has a clear starting point and a clear

ending point, you want to be able to track the

performance of that process. And so

how are you going to do that? What are you going to be measuring?

Did this process save you time? Did it improve customer

satisfaction? We're errors reduced.

Just identify how you're going to measure the success of this

process. And then you also want to think about how are

you going to evaluate the effectiveness.

Of the process is so are there some things in the

process that needs to be. Tweaked, do you need to change some

things? Do you need to reorder some steps? So think

about those two things. How will you measure the success of the process and

how will you. Evaluate effectiveness.

Of the process. Okay. So I wanted to keep it

really simple and short for you today, giving you these six questions

that you can ask yourself. Going back to grade school, going

back to the basics. Who, what, when, where,

why and how. Okay. So I'm going to run through them really

quickly again. So who. who. should be completing or

overseeing this process? And who was going to be on the receiving end of the

process. Number two is what, what are the chronological

steps in this process from start to finish? Number

three is when, when does this process start?

And when does this process end? Number four is

aware. Where will this process take place? Meaning

in what tools will this process take, please? Number

five is why, why does this process exist?

And what is its angle? And number six is how,

how will you measure the success of this process and how will. you measure the

effectiveness? I have this process. So this should give you a

great starting point to start building your business

systems, start creating your systems and processes, documenting your

SLPs, all of those things. Okay. And if you are still feeling

like you need some additional support, you are looking for more.

Done for you support. As it relates to your business systems,

then I want to invite you to check out the harmony system sprint. This is

a fast paced done in one week service. That's going to help you

streamline your business process. Get the right tools in place and

optimize your workflows with automation.

One week intensive it's application based. So if

you're interested in that. Click the link in the show description

to apply, or if you have questions feel free to DM me on Instagram.

I hope this was super simple and helpful for you. I would love to hear

from you. how did these questions go for you? And I'll see you in the

next episode. Thank you for listening to the MomCEO

Suite Podcast. If you enjoyed this episode, can you do us a

favor? Leave a review on iTunes and share with other

moms in business like you. Help us spread our message and empower

others who are at this intersection of motherhood and

entrepreneurship.