In this episode, we’re tackling a topic that can transform how your business operates—responsibilities, roles, and matching the right people to the right work. Whether you’re leading the business, supporting it, or doing a little bit of everything, this episode is for you.
Click on the stream below to start listening. Join Brian as he guides you on the path to explore succession planning!
Tips for the Trail...
Journey Like a Pro! Tips for Tackling the Trail...
Before you set off, take a moment to get your bearings. Start by reading through the page content to get the big picture.
Then hit Play on the TrekCast to hear Brian walk you through the ideas in real time.
After that, check in with the Trail Guide for some extra insight.
And finally, knock out any “Next Steps,” which are your to-do’s on the trail.
Take it one step at a time and before you know it, you’ll be ready for the next trail!
TREKCAST HIGHLIGHTS
Here’s a quick overview of the highlights:
The “What’s On My Plate” Exercise:
We’ll kick things off by listing out everything you and your team do—big and small. From handling client meetings to managing paperwork, this exercise will uncover all the moving parts that keep your business running.
Evaluating Time and Tasks:
Next, we’ll add a second layer by estimating how much time you spend on each task. This step will help you spot what’s working, what’s overwhelming, and what might be falling through the cracks.
Aligning Work with Strengths:
Finally, we’ll dive into the bigger picture—identifying who is doing what and whether it’s the best fit for their skills and interests. This process highlights opportunities to realign roles, bridge gaps, and optimize workflows for long-term success.
By the end of this episode, you’ll have actionable insights to bring clarity, balance, and flow to business operations. Click below to listen, and let’s get started!
NEXT STEP:
WHAT'S ON MY PLATE?
In this part of your journey, you’ll create a “What’s On My Plate” list, including time allocations for each task.
Be sure to listen to this episode, as it provides step-by-step guidance on how to create your list effectively. Once you’ve completed your list, upload it to your team’s TrekIn channel. This will ensure our team has all the essential information needed to begin analyzing your data for this trail.
This process ties into the next section of the trail. Once we’ve gathered everything, we need from both parts of Trail 3, we’ll coordinate with you to schedule a collaborative session.
