Owner & Key People Roles: Design & Roadmap
Owners “fall into” rather than design their ideal role, but this is key to business growth, continuity, and value. If you want to build a business that “works for you” rather than relying on your daily involvement, you need a strategic “Owners Plan” to outline the ideal role for you and your Key People. This is especially important if you have multiple family members or partners, so that everyone knows “who does what” and there is clear authority and accountability for specific results.
Checklist: 7 Roadblocks to Small Business Success
GUIDE: Small Business Owner’s Role and Roadmap
This guide walks you through the steps to discover your ideal role, outline the roles of your current team, and how to create a strategic “Owners Plan” roadmap to building a team of key people you trust to run your daily operations. [Guide Publication Date: November 2017]
Request an Owner’s “Role Review”
If you feel stuck in the day to day, or you aren’t working in your “zone of genius” most of the time, perhaps it’s time to step back and evaluate what is the cause. We can create a strategic “Owners Plan” to outline your ideal role with a discovery process, and then outline a roadmap to get you there. Request a session by scheduling a quick chat with Diana Southall.
Recent articles on the ideal owner and partner roles for a successful business.
Over the years, you built your small business on step at a time. Your hired more staff to sell and service your clients, then you added an office manager and/or an accounting manager. With each hire you expected to get "freed up" to act like an owner, not an employee....read more
We have all been there, whether you are a "control freak" or "perfectionist" who struggles with the handoff, or a great delegator who regularly gives away routine work. You start doing something and you just know that someone else could do it.. perhaps should do it.....read more