How to build business systems and processes

Name: How to build business systems and processes
Rating: 4.5 (17 reviews)

A guide for business owners to position their business for scaling up.

Created byHerman Veitch

Last updated 8/2025

English

English [Auto],

What you'll learn

Explain the important role organizational culture plays in scaling up a business
Create an executable strategic plan to grow a business
Design a system with key processes to run the business smoothly
Create process and procedures that duplicate best practices in the business

Course content

5 sections • 39 lectures • 4h 42m total length

Introduction13:27
In this lesson we:
1. Explain the purpose of the course
2. Introduce themes and topics
3. Clarify expectations
After you have watched this lesson, you will know what to expect in the upcoming lessons.
Let's start with the end in mind*

What do you want?
The purpose of the business4:34
Creating a business constitution7:48
What is your business' purpose?
The values of the business5:18
More on the values of the business4:17
Creating values6:21
Use the performance values matrix to define measurable values as observable behaviors that align people with culture. Build your smack recipe by specifying values, definitions, and 3–4 behavioral examples.
Creating boundaries
The vision of the business8:47
What do you want to walk away with?
The voice of the customer6:09
The voice of the customer 24:25
Identify customers' emotional needs by analyzing their jobs, pains, and gains to shape a value proposition that offers pain relievers and gain creators.
The physical profile of your customers
The voice of the customer 32:12
The emotional profile of your customer 1
The voice of the customer 42:56
The emotional profile of your customer 2
The voice of the employee12:24
Who do you want to work for you?
The business culture you want8:05
Explore how organizational culture drives performance as soil for success, using the competing values framework to compare clan, adhocracy, hierarchy, and market cultures and cultivate the right culture.
Putting it all together
Wrap up unit 11:52
Cultivate organizational culture as the foundation for performance by tending five building blocks: purpose, values, vision, customer voice, and the right people on your bus.
The importance of reflecting

What do you want?
Introduction to unit4:28
The current reality10:10
How does your foundation look like?
Introduction to balance scorecard5:01
Explore the balanced scorecard as a four-perspective framework: financial, internal systems, customer, and learning and growth, and learn how objectives, measurements, targets, and action steps align daily work with strategy.
Using your tools well
The client perspective6:11
Planning for happy clients
The internal perspective6:01
Getting your house in order
The learning perspective8:49
Continuously growing
The Financial Perspective and reading your financial statements7:51
The Financial Perspective and the cashflow statement5:55
Learn how the cash flow statement tracks inflows and outflows across operating, investing, and financing activities, reconciling net income with actual cash and revealing working capital dynamics.
The financial perspective13:28
It's all about the money
Wrap up unit 24:40
Reflection time

What do you want?
Introduction to unit 37:38
Learn how to design, develop, and deploy integrated business systems that produce consistent results, using SOPs, tools, and methods like fishbone diagrams to control inventory and profit.
Designing the system9:45
Designing your organizational chart
The system framework6:39
Add a fishbone diagram
The F.A.S.T9:36
Don't go to fast with the F.A.S.T
Standard Operating Procedures8:32
How to write Standard Operating Procedures11:23
Innovation9:50
Create the innovation system for your business
Production3:49
Classes of production2:23
Create the production system for your business
Marketing11:28
Create the marketing system for your business
Administration10:25
Create an administration system for your business
Human Capital9:27
Human Capital 213:39
Create a system that takes care of your human capital.
Wrap up unit 33:16
Reflection time again

Requirements

Running a small to medium business or thinking of starting a business

Description

You are probably looking at this course because you are frustrated by a few things in your business. Your business is growing, but you are losing some of your old customers. Maybe your employees’ productivity is slowing down. Or you feel like all you do is hire new people as nobody wants to stay very long. Or you are tired of the feast and famine cycle your business goes through. All these symptoms point to a lack of systems and processes.

In this course, we look at how to build business systems and processes to prevent these and other symptoms from ruining your business.

This course is aimed at small and medium-size business owner-operators that have survived the start-up phase (in between their second and fifth year of operation) and seek to prepare their enterprise for scaling.

The course consists of three units that cover creating a business culture in which performance is optimized, planning is implementable, and systems and processes are designed to fit the unique business context.

Students will have to watch A-synchronous recorded lectures and complete the reading and exercises.

At the end of the course, the student will have a toolkit to build systems and processes in their own business

Who this course is for:

Business owners that survived the start-up phase and want to scale their business.

How to build business systems and processes

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 13min

Unit 1 - Culture13 lectures • 1hr 15min

Unit 2 - Strategic planning10 lectures • 1hr 13min

Unit 3 - Systems and procedures14 lectures • 1hr 58min

What next?1 lecture • 4min

Requirements

Description

Who this course is for: