How To Get Your Team Onboard With Systems?

How To Get Your Team Onboard With Systems?

Now, for all business owners, you will have systems in place. Even if you don’t think you have. But one of the biggest problems that you have as a business owner is most of the time, the systems you have are in your heads.
And that’s a really difficult place to be because you’re bottlenecking yourself! So you need to make sure that you are ultimately documenting your systems and processes in order to be able to successfully push forward with your business. One of the biggest issues when you start to incorporate systems is when you have an established business and you have team members on board.

Although I do suggest that you get systems in place from the very start of your business!
How To Get Your Team Onboard With Systems?

Ultimately, the majority of the time, that’s not the case. And the biggest problem that then arises is when you start incorporating systems into your established business. Where you already have team members. You can come up against some difficult conversations, and ultimately get some pushback and resistance from those team members, because it’s changing.

So, in order to incorporate systems successfully in your business. You need to really tread carefully and make sure that you are, incorporating systems into your business before it gets to that point. Here are my 6 Steps To Energise Your Team About Systems I recommend that you take when you are looking to incorporate systems into your business, and for your team.

1. Talking about why it’s a good thing

Making sure that you approach this with your team. Why does it benefit them? Because ultimately a lot of the time. What you end up doing as a business owner is talking about why you want systems in place. But what you need to be doing is not only thinking about that side but you need to be thinking about how that benefits your team as well. It could be that at the moment when your team is carrying out a particular process. They get a bit frustrated with not knowing who’s responsible for what steps, especially if you have multiple team members.

If that’s the case, that’s a real big benefit for your team. So you need to make sure that you are saying why it’s a good thing to have systems onboard. And why it’s going to benefit your team, ultimately make their life easier.

2. Painting the picture of what your future business looks like with systems

One of the reasons that you will experience some resentment when it comes to systems is because of your team members. They have probably heard a myth that when you start to streamline and systemise. It means that their role is going to be invalidated. Now, one of the really good things here is you need to be able to say to them.
This is what your role will look like when we have systems in place. For instance, You have employees, it could be that you are going to be generating bigger and better promotional roles that they could set. It could be that there is a particular step in the process that they probably don’t like doing.

And if that’s the case, you’re saying to them that systemising enables us to see if you don’t like doing something. Maybe we could automate that or maybe that step isn’t required anymore. But ultimately by saying to them that you’re still here. It just might look slightly different and it will look slightly different in a beneficial aspect.

Because even if you don’t have employees and you have a self-employed person working on your team.

It’s going to benefit them because you could say. Actually, you know you’ve done really really well with these steps, these processes if we could get some of this automated. I would really like you to push forward with having more of a say in no strategy or doing something else just slightly different. Ultimately what that’s been doing is saying to them, you know, we can really push for your personal development here. We can make this role what you want it to be, because as a business owner myself and coming from a self-employed route.

Being stagnant in a role can get quite boring.

So, by making sure that you’re involved in that role. And you’re offering that self-development to team members is going to make it a really good place for them to be. and they’re going to want to work there.

3. Give them responsibilities

Now, you don’t want to be the person that’s responsible for everything. And ultimately your team members are going to want some responsibility. They’re going to want to know that their role is needed.

So by giving them some responsibility, means that you’re not only lightening the burden for you. You are creating an opportunity for that team member, and also getting it done the way that you want it done because there are systems involved. So it means that you are able to push out work to the benefit of you and your team, but without reducing the delivery of that particular process! Win, win!

4. Listen to their ideas

This is especially true. So coming from a virtual assistant background I came from corporate into a virtual assistant and then progressed back into business management. When you’re a virtual assistant, even if you’re a PA in corporate. Sometimes you can just kind of be pushed to the back and just be an admin (which they absolutely are not!). But actually, they have really good ideas or, especially when they’re self-employed because they would work with multiple business owners. So they would see other aspects of the strategy that might work really well for you.

By not listening to their ideas by not asking for their input means that you’re not opening yourself up to these further strategies. Or these different ways of doing things that might actually work better for you. So making sure that you’re listening to your team’s ideas, and you are wanting their input is important.

Asking…
  • How do you feel about this process?
  • Do you think it generates a return?
  • Do you, how much time does it take?
  • Is there an easier way to do this process?

Ultimately you’re then making the team members feel wanted and feeling that they are really needed for your business. You are having someone to be able to brainstorm with. And to figure things out from someone that’s actually doing that thing on the ground.

5. Provide training on systems

Number 5 for the 6 Steps To Energise Your Team About Systems is something that many, many business owners don’t do. They incorporate systems into their business. And then they just send them out to their team. Just go follow these. There’s no training, there’s no discussion around what’s required. There’s no advice given that they’re kind of just thrown into the deep end and just how to get on with it.

And that’s a really rubbish place to be for a team member. Because ultimately, they’ve had no input and they’re just told to follow a process, and that’s it. And that can feel really boring, it can feel quite rubbish really, so making sure that you’re training, making sure that you’re saying to them. These are the systems, this is how you use them. This is how it’s maintained we’re going to be getting together every 90 days to make sure that the systems are being kept up to date. I would really like your input in maintaining this system.

And just making sure that they are involved in the training, and they’re not just handed something to just be expected to get on with and do, because that’s usually when your business systems become redundant because they’re not kept up to date. There’s no input, there’s no streamlining, there’s no additional work, and like anything with systems, it takes maintenance and it takes additional work to be able to keep them up to date and to keep them working for your business. If you’re not doing that, you’re going to create systems, and they’re just going to become expired and old. No one’s going to do anything with them, and they’re not going to help you in your business.

6. Prepare them

Don’t just overload them with what’s happening tomorrow, prepare them to say to them. This is what we’re going to be doing because it’s going to really help you, it’s going to help us as a business to scale which ultimately then means that your role with us can scale to making sure that you are involving them in the ideas around that.
So making sure that they are prepared and they’re not just tucked into this situation is really really important in making sure that your team. Don’t become reluctant to the idea of having systems involved.

So, they are my 6 Steps To Energise Your Team About Systems. I hope you have found them really really helpful. If you are looking to incorporate systems into your business, then do pop me a message if you’re stuck with any aspects if you’re not really sure where to go.

My whole idea around systemising is to create modern systems.

These are systems that aren’t just documented on a document file to buy, no one ever pays attention to them because going into it, it’s just an overwhelming list of instructions on a Word document that takes loads of time to read and figure out every time you’re doing a process. We don’t want that. We want systems to be able to work with us, we’re online business systems have evolved. It’s like anything, but so many people are still working, what I will call the old system.

I don’t want that for our clients.

I want our clients to feel comfortable with our systems and to have systems that are working for them, and that are sustainable, to be able to help your business to scale. If you do have any questions about the Today I am going to be giving you 6 Steps To Energise Your Team About Systems or if you’d like any advice and guidance, then pop us a message we’re always happy to help.

 

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You're perfect for this if you have a service based business that is growing and you're future planning creating your delegateable business™ and know you don't want to suffer the common headaches many others do from lack of preparation. OR you currently delegate but need to add to/restructure your team but cannot face the carnage you have had previously and you are determind to make sure this time it is different!

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Hear what my incredible clients have to say...

Jo Oogarah – Jo Oogarah Coaching
"I have just completed the Simple Systems to Scale Group Programme and I wanted to share how amazing it has been for my business. As someone who is not naturally organised and hates anything filing etc, I was a bit wary of starting the course, especially at the start of my business journey, but it has been so useful. I now can find things easily which saves me so much time onboarding clients and keeping track of who I have spoken to. For the first time I have a proper system for all the functions of my business. I would thoroughly recommend taking this course to really start to see what is going on in your business and managing it so much more effectively in the day to day. Thanks so much Charlotte!"
CVA Associates
5
2021-11-03T20:52:54+00:00
As someone who is not naturally organised and hates anything filing etc, I was a bit wary of starting the course, especially at the start of my business journey, but it has been so useful.
Katie Carswell – Katie Carswell Coaching
"Charlotte and her team are amazing. I challenge you to find anyone as dedicated to your and your businesses success as Charlotte is. She consistently goes the extra mile, nothing is too much trouble, she really knows her stuff and has made my life so much easier, in so many ways. She really is a diamond find and I would recommend her to anyone who is looking to make their business more streamlined and simpler. Plus she is one of the loveliest people you will ever meet."
CVA Associates
5
2021-11-03T20:54:09+00:00
I challenge you to find anyone as dedicated to your and your businesses success as Charlotte is.
Sarah Street – Street & Co
"Charlotte has been a great support to our business, managing numerous support services from daily admin, organising Dropbox and IT, to HR services and organising team events. We have always felt Charlotte was one of the team, even if she wasn't sitting next to us every day. I highly recommend Charlotte's skills in supporting any small business."
CVA Associates
5
2020-04-18T14:32:07+01:00
"Charlotte has been a great support to our business, managing numerous support services from daily admin, organising Dropbox and IT, to HR services and organising team events. We have always felt Charlotte was one of the team, even if she wasn't sitting next to us every day. I highly recommend Charlotte's skills in supporting any small business."
Tara Barton – Birch & Wilde
"Virtual Assistant & Online Business Management Services - Charlotte and her team are fantastic and I would now be lost without them. Highly professional, super knowledgeable, full of ideas and ways to solve problems, positive and extremely efficient and organised. I can't hesitate to recommend CVA Associates."
CVA Associates
5
2020-09-07T12:00:18+01:00
Highly professional, super knowledgeable, full of ideas and ways to solve problems, positive and extremely efficient and organised.
Jill Pringle – Brand Symphony Marketing
"I'm so glad I found Charlotte and her business CVA Associates. Charlotte is so friendly, client focused and organised in the way she runs her business, and matches clients like me with our exec assistants. If you're a business owner and need a bit of support to take away all the small, fiddly, technical tasks each week, or need help with a particular project, then the range of people and skills Charlotte can access is amazing. I got support setting up all of my GDPR processes, my CRM and Email Automations, project managing my website rebuild and then ongoing admin and marketing tasks. What's best about Charlotte is she matched me perfectly with my EA Gill, and also stays in touch regularly to make sure things are working well. A real pleasure to work with."
CVA Associates
5
2020-07-24T17:05:32+01:00
"If you're a business owner and need a bit of support to take away all the small, fiddly, technical tasks each week, or need help with a particular project, then the range of people and skills Charlotte can access is amazing."
Rose Cox – Certified Human Potential Coach, Advanced Rapid Transformational Therapist and Clinical Hypnotherapist
"I recently had an online session with Charlotte where she walked me through her business hub set up in ClickUp. It was super useful and I came away with great strategies to implement for my own business in helping me keep everything systematised and on track, both with my goals, my overall business planning and right down to my project planning and daily task management.

I highly recommend working with Charlotte if you need someone to show you the most structured and easy to implement way to keep track of everything related to your business."
CVA Associates
5
2022-07-25T13:59:00+01:00
"I highly recommend working with Charlotte if you need someone to show you the most structured and easy to implement way to keep track of everything related to your business."
Nick Myers – Owner, Loveable
"Charlotte does so much more than keep me organised and ensure Loveable keeps its various plates spinning. She brings ideas and a point of view to the table. She’s passionate, resourceful, ever learning and such an asset I really didn’t want to make this recommendation public in case she gets too busy to continue helping me!"
CVA Associates
5
2018-12-31T19:50:29+00:00
"Charlotte does so much more than keep me organised and ensure Loveable keeps its various plates spinning. She brings ideas and a point of view to the table. She’s passionate, resourceful, ever learning and such an asset I really didn’t want to make this recommendation public in case she gets too busy to continue helping me!"
Tara Burgin – Owner, Active Early Years
"Charlotte is an amazing VA she is currently the P.A to Active Early Years and does a fantastic job she is always willing to help, highly organised, efficient no task too big and is very knowledgeable in her expertise always delivering at a high standard. If you want more time back in your business then Charlotte really is the answer."
CVA Associates
5
2018-12-31T19:51:27+00:00
"Charlotte is an amazing VA she is currently the P.A to Active Early Years and does a fantastic job she is always willing to help, highly organised, efficient no task too big and is very knowledgeable in her expertise always delivering at a high standard. If you want more time back in your business then Charlotte really is the answer."
Helen Cox – Owner, Helen Cox Marketing
"I would highly recommend working with Charlotte. As a busy marketing consultant, I often didn’t have time to do my own marketing. I’ve used Charlotte to help with my social media, email marketing, proofreading and inbox management and she is so efficient – it makes my life so much easier. What I liked about Charlotte is that she has a background in corporate as a PA so she knows how to run everything, she’s friendly, approachable and nothing is too much effort!"
CVA Associates
5
2018-12-31T19:52:27+00:00
"I would highly recommend working with Charlotte. As a busy marketing consultant, I often didn’t have time to do my own marketing. I’ve used Charlotte to help with my social media, email marketing, proofreading and inbox management and she is so efficient – it makes my life so much easier. What I liked about Charlotte is that she has a background in corporate as a PA so she knows how to run everything, she’s friendly, approachable and nothing is too much effort!"
Anonymous – Nature of business
"I just wanted to let you know that already your admin support has made such a difference to me, staff members and clients. Smashing work Charlotte."
CVA Associates
5
2018-12-31T19:54:35+00:00
"I just wanted to let you know that already your admin support has made such a difference to me, staff members and clients. Smashing work Charlotte."
Denise Todd – Head of Operations, Delivery Associates
"Charlotte did a brilliant job for us, helping with some rebranding work that needed to be done on a tight timescale. She understood straight away the requirement and just got on with it, which was what was needed! She supported on extensive word and ppt docs. A pleasure to deal with Charlotte and we will definitely be in touch for future support!"
CVA Associates
5
2018-12-31T19:55:25+00:00
"Charlotte did a brilliant job for us, helping with some rebranding work that needed to be done on a tight timescale. She understood straight away the requirement and just got on with it, which was what was needed! She supported on extensive word and ppt docs. A pleasure to deal with Charlotte and we will definitely be in touch for future support!"
Marc Goatcher – Head of, Lex Autolease & Black Horse finance
"Charlotte is a dedicated and committed p.a. and assistant. She has a fantastic work ethic and was able to adapt to the needs of the stakeholder.
She has an ability to cut through and get to the issue and solution at pace. I am sure she will be an asset to anyone that she supports."
CVA Associates
5
2018-12-31T19:56:49+00:00
"Charlotte is a dedicated and committed p.a. and assistant. She has a fantastic work ethic and was able to adapt to the needs of the stakeholder. She has an ability to cut through and get to the issue and solution at pace. I am sure she will be an asset to anyone that she supports."
Stuart Beaver – Partnership Director, Lloyds Bank
"Charlotte is a proactive, hardworking and committed PA. Highly dependable in delivery and all round, great to work with."
CVA Associates
5
2018-12-31T19:57:45+00:00
"Charlotte is a proactive, hardworking and committed PA. Highly dependable in delivery and all round, great to work with."
Robert Longhurst – Owner, Advanced Vision Care
"I cannot recommend Charlotte enough as a PA. She is ruthlessly professional and works quickly yet diligently. I trust her completely and she frees up so much of my time, I can honestly say my business is better because of her."
CVA Associates
5
2018-12-31T19:58:54+00:00
"I cannot recommend Charlotte enough as a PA. She is ruthlessly professional and works quickly yet diligently. I trust her completely and she frees up so much of my time, I can honestly say my business is better because of her."
David Patterson – Partner, Optima
"Charlotte is a conscientious, diligent and hard working person who is committed to performing her role and duties to an extremely high quality. She is very punctual, is always willing to go the extra mile and is extremely dedicated and supportive."
CVA Associates
5
2018-12-31T19:59:51+00:00
"Charlotte is a conscientious, diligent and hard working person who is committed to performing her role and duties to an extremely high quality. She is very punctual, is always willing to go the extra mile and is extremely dedicated and supportive."
Olivia Longson – Marketing Manager, Lloyds Bank
"Charlotte is an absolute pleasure to work with at Lloyds Bank. Nothing is ever too much trouble for her and she frequently goes above and beyond to ensure she can help. Incredibly organised and driven, charlotte has successfully managed a number of senior stakeholder’s diaries. If you want a organised, passionate & personable assistant Charlotte is your lady!"
CVA Associates
5
2018-12-31T20:00:39+00:00
"Charlotte is an absolute pleasure to work with at Lloyds Bank. Nothing is ever too much trouble for her and she frequently goes above and beyond to ensure she can help. Incredibly organised and driven, charlotte has successfully managed a number of senior stakeholder’s diaries. If you want a organised, passionate & personable assistant Charlotte is your lady!"
Deborah Neville – Senior Marketing Manager, Lloyds Bank
"Charlotte is one of the best assistants I have worked with, nothing is ever too much trouble, but she runs a tight ship and is very efficient. If it needs doing she knows how to get it done, organising large team events, meetings etc. What I have always loved about Charlotte is her ‘can do’ attitude which has stood her in good stead in her roles. I truly believe Charlotte is an asset to any company or individual that needs her fantastic skills"
CVA Associates
5
2018-12-31T20:01:26+00:00
"Charlotte is one of the best assistants I have worked with, nothing is ever too much trouble, but she runs a tight ship and is very efficient. If it needs doing she knows how to get it done, organising large team events, meetings etc. What I have always loved about Charlotte is her ‘can do’ attitude which has stood her in good stead in her roles. I truly believe Charlotte is an asset to any company or individual that needs her fantastic skills"
Helen Cox – Owner, Helen Cox Marketing
"It was so nice to be able to have a proper break and with bringing my fantastic VA onboard she managed my emails like a pro so that I could get right back into the swing of things with no worry."
CVA Associates
5
2018-12-31T19:53:29+00:00
"It was so nice to be able to have a proper break and with bringing my fantastic VA onboard she managed my emails like a pro so that I could get right back into the swing of things with no worry."
5
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CVA Associates
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