Organize Your Business | Wrike

Updated: Jul 2, 2018

I’m Learning as I Go

One thing that Business school did not teach me is how to start, run, and organize a business. That is why I am constantly searching for new business books and reading them. I recently read a book called Scale by Jeff Hoffman and David Finkel that revolutionized the way that I run and operate my business: Jumptwist, LLC. I learned from reading this book that my company was operating at a Level 2 business and was still relying on me as the owner to ensure the company runs smoothly. I realized that I needed to make changes in order to get the company to a Level 3 where I can either passively own the company or even sell it. At this level of business, the company does not rely solely on the owner and has a systemized operating plan intact.

In reading this book, I realized that although I had employees, they were just small extensions of me and not serving their own purpose in the business. I had everyone doing tasks scattered. In order to level up, I had to write down every single thing that my company does and try to delegate it and organize it into categories of either Marketing, Sales, Operations, etc. This seems like an obvious thing. You don’t really realize that when you start a business alone, you are acting as every position within the company. I was the customer service rep, I was the accountant, I was the financial advisor, marketing & sales director, general manager, and CEO. Not to mention, the cleaning lady for the office. With all of these hats on my head alone, I was focused and organized with lists of to-dos, just for me.

Lets Rewind

As Jumptwist first began to gain traction in the market and I began to find a nice following and revenue stream, I was able to hire an assistant. My first employee was a High School student and I will never forget how excited I was to have someone else chip in a little for this business. I thought he was such a great employee only for the mere fact that things were getting done without me actually having to do them. I am not down playing his work, he was a great employee for two years. Imagine my assistant and I in a room without a window, nine feet wide and 10 feet long. We had just enough room for two desks and a shelf. We put our mini- refrigerator on top of our shelf, and our Keurig on top of our refrigerator. A cup of coffee was always challenging for me being that I am barely 5 feet tall. On a positive note, I learned to appreciate airspace. A year later, I moved into a bigger office space and hired two more employees. I didn’t really stop and think about how to organize the roles of each person or even give them a simple job description, everyone was contributing to my to-do list.

Fast Forward

The company continued to expand and was actually having our best year ever. I figured that the more you put in, the more you get out but I never thought to give everyone their own role in the company. This was mostly because no one was full time and it was impossible for me to rely on a single person for one task when that person isn’t there everyday. The company wasn’t in the position to hire everyone full time, so how was I supposed to create an organizational chart with a hierarchy of positions. I re-read the book Scale for a second time because the first time I read it, I wasn’t actually ready to apply the methods.

Second Time Around

I learned that it is important to systemize your operations even when you are a small business. It may just be me and a few employees right now, but if I want to successfully become the large corporation that I intend on becoming, I need to be ready for it. I realized that even if I wanted all the business in the world, I wasn’t prepped for it. Creating systems and processes is one of the most important things I have done to date for Jumptwist. I organized my company on a project management website called Wrike. I suggest everyone gets on it, whether you are a business owner or not. You can create projects, folders, tasks, subtasks, deadlines, and more. You can build out y