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Owner's operating system
Small Business Operations
Create the financial, people, inventory, service, and review systems that keep a growing business under control.
LEVELAll levels
DURATION7 weeks
CURRICULUM37 lessons
Your transformation
What you will be able to do
01
Document critical workflows
02
Build useful weekly business metrics
03
Create role, finance, and service controls
Important: This course provides education and planning tools—not a guarantee of revenue, profit, employment, platform approval, or investment results.
Complete curriculum
5 modules · 37 lessons
01Operating model+
- ▶Define the customer promiseOPEN LESSON →
- ▶Map the order-to-cash workflowOPEN LESSON →
- ▶Identify the business's critical processesOPEN LESSON →
- ▶Clarify roles, decisions, and accountabilityOPEN LESSON →
- ▶Write a useful standard operating procedureOPEN LESSON →
- ▶Create the issue-escalation mapOPEN LESSON →
- ▶Build the weekly operating rhythmOPEN LESSON →
02Money controls+
- ▶Separate business and personal financesOPEN LESSON →
- ▶Map revenue streams and cost driversOPEN LESSON →
- ▶Create a weekly cash reviewOPEN LESSON →
- ▶Build expense approval and purchasing controlsOPEN LESSON →
- ▶Understand gross margin and contribution marginOPEN LESSON →
- ▶Create invoice, collection, and deposit routinesOPEN LESSON →
- ▶Review fraud, loss, and access controlsOPEN LESSON →
- ▶Build the owner's financial dashboardOPEN LESSON →
03People & process+
- ▶Define roles with outcome-based scorecardsOPEN LESSON →
- ▶Create a fair hiring and interview processOPEN LESSON →
- ▶Build the first-week onboarding planOPEN LESSON →
- ▶Train with demonstration and verificationOPEN LESSON →
- ▶Set performance and feedback rhythmsOPEN LESSON →
- ▶Document scheduling, attendance, and payroll inputsOPEN LESSON →
- ▶Create role-based information accessOPEN LESSON →
04Inventory & service+
- ▶Classify and count inventory accuratelyOPEN LESSON →
- ▶Set reorder points and purchasing rulesOPEN LESSON →
- ▶Receive, inspect, and record stockOPEN LESSON →
- ▶Manage damaged, expired, and returned itemsOPEN LESSON →
- ▶Build the customer issue workflowOPEN LESSON →
- ▶Create quality-control checkpointsOPEN LESSON →
- ▶Measure shrink, waste, and service recoveryOPEN LESSON →
- ▶Complete the inventory and service auditOPEN LESSON →
05Owner dashboard+
- ▶Choose leading and lagging indicatorsOPEN LESSON →
- ▶Build the daily operating snapshotOPEN LESSON →
- ▶Create the weekly management scorecardOPEN LESSON →
- ▶Run a focused weekly leadership meetingOPEN LESSON →
- ▶Turn problems into owned action itemsOPEN LESSON →
- ▶Set 90-day priorities and milestonesOPEN LESSON →
- ▶Complete the IMRAN owner operating systemOPEN LESSON →
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