Financial institution Accounts, Insurance coverage & Loans

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A blog for Small Business Consultants and the distributors who serve them. I spent a while alone at my kitchen table in the beginning of the process, but rapidly, planning the reorg grew to become a staff sport. At Keri's urging, we first mapped out a new construction for the group, one that could scale if we grew (which we did, nearly instantly). We defined buckets of work,” putting them in departmental groupings, noting the intersections. We formed those buckets into jobs. We stored our eye on our core values and learn how to bake them into the departments, jobs,…

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