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Jenna Kutcher
Gain full visibility, streamline workflows, and make Smarter decisions with Monday.com CRM platform. Try it now. At Monday.com CRM we have this preconceived notion of like, you know what, it's just going to be faster for me to do it myself. I don't have the time to teach. I don't have the time to train. And I think that that thought, that mindset right there is absolutely holding all of us back from, from doing the most meaningful and impactful work in our businesses, but also for, like, having time to live our lives. I'm Jenna Kutcher, your host of the Goal Digger podcast. I escaped the corporate world at the age of 23 with nothing more than a $300 camera from Craigslist and a dream. Now I'm running a seven figure online business that feels even better than it looks. All from my house in small town Minnesota with my family here. Here, we value time as our currency. We mix the woo and the work. And we are in the pursuit of building businesses that give us the freedom to live lives that we love. I've always loved turning big goals into reality, and I'm here to help you do the same. This isn't just a peek behind the curtain. Come along with me and my guests as we tear the whole curtain down. Every week we tackle practical, no fluff marketing strategies and host honest discussions on what works and and what doesn't. Join me and my expert guests for actionable insights to help you grow your dream business with confidence. Pull up a seat and get ready to be challenged, inspired and empowered. This is the Gold Digger podcast. Every single morning when I wake up my three year old, she'll say, mama, Mama, is it summer yet? And we actually have a book that is titled mama, is it Summer yet? At our lake house. And I always just smile and I say, it is so close. And oh my gosh, Summer is basically here tomorrow. Tomorrow my eldest daughter graduates from kindergarten, which is something that I totally laughed at until I have a kindergartner and I'm over here on Amazon. Like, should I order this girl a cap and gown and a diploma? Because this is going to be the cutest thing of my entire life. I cannot wait for her little rising ceremonies. They call it a Montessori and you better believe I'm going to be that mom. That's like whooping it up and cheering for my girl. I'm so excited. And with that comes Summer and a total shift in her rhythm. A total shift as a family and having both Kids at home all the time. I feel both excitement and trepidation about what this means for myself, for my work, and for the business. But just like my past summers, we have created boundaries around what summer is all about. And instead of launching something new or even launching anything at all, we're really focused on this summer being the summer of systems. Now, this summer, I'm so excited because basically the last few summers, I've fiercely protected it with boundaries for myself, for my team, for my family, around what was gonna happen in the business. And this summer, we chose a focus, and it is all about systems. And even deeper than just systems, we're talking about Playbooks. I'm gonna go deeper into what a Playbook is. But essentially, Playbooks are clear, step by step documentation that can make our business run smoother, that can poke holes in our processes, that can make things run with or without me in a better way. Now, I have talked about this book before on my podcast, but I was deeply inspired by Dan Martel's book called buy back your time. And then I was reignited with this passion around Playbooks at a recent business event with an incredible woman named Stacy Tischel, who I know, who I love, who's been on the show before. And these two voices combined gave me the exact push I needed to really define what this summer was going to be about. Dan reminded me that real freedom comes from documented systems, not just delegation. And Stacy gave me a good kick in the butt and challenged us to not just build playbooks, but to take them to a whole new level, which we're going to talk about. So, without further ado, let's dive on in to today's episode, all about our summer of systems and why I believe our Playbook project is going to give peace and clarity. Let's go. There's kind of this joke among my friends that, like, I never leave my house. And it's honestly not even really a joke. It's the reality. I. I really like to be at home, and I'm recording this looking out at my garden. My chickens are grazing nearby, and we have a new sweet beagle puppy in my office. So if you hear any squeaks, it's totally him. And I just love home. I love home, and I especially love being home with my family. And so a few weeks ago, I was actually convinced to leave home, and I am so glad I did. So I went to Nashville and we basically threw together this very last minute Girls mastermind when I found out that a few of my friends were all going to be in Nashville for all different reasons. And it was kind of like a spontaneous spur of the moment book a last minute flight and let's make this happen. Now. On top of that, I got asked by one of my friends to speak at one of his events. And I said, sure, let's do it. Well, little did I know that speaking at that event would open my eyes to something that I had been kind of ignoring in my business. So me and my girl Amy Porterfield did this really nice fireside discussion. It was super fun, super laid back, really casual. And then after we spoke, our friend Stacy Tushel took the stage. And this girl is a powerhouse. Like, she is an operations genius. She's been on this podcast before, and as she was speaking, oh, my gosh, was I taking notes. Like, I felt like I was meant to be there, not to speak, but to be a student. And as she was on stage, she was talking about having playbooks in a company, basically SOPs, which are standard operating procedures. And if your eyes just rolled back in your head like mine used to, hear me out, this is going to become a whole lot sexier as we go through the story. And she was talking about just how important it is for business owners to document everything that they do in their business so that if and when they're ready to hire somebody, whether it's a virtual assistant or a copywriter or a team member, they have a documented system that they can hand over, which alleviates that concern that everybody has that training. This person is going to take so much time. But on top of that, she was also talking about how creating SOPs or playbooks allow you to poke holes in where your business is inefficient. It allows you to set the stage for a team member so that they know if they're being successful in their role, if they're falling short. And so they have this step by step process that allows them to not come to you every time they have a question, but allows them to go back to the playbook. So Stacy's up on stage. I'm taking notes. This is fantastic. And she tells this story. And she said, now if you go to approach your team about playbooks and they freak out because they think that you're about to fire them, tell them this story. And she tells this story about how one of her team members had to get her appendix out and was like, on her deathbed and she was panicking and she went to the hospital, and all of a sudden she just released all of the stress around work because she knew she had a playbook, and she knew that the team could just pick up her playbook and complete her job role. Like, the business wasn't going to crumble without her. And so this woman had to be rushed in for emergency surgery to the point where her husband had to text Stacy and say, oh, my gosh, I'm so sorry. This team member is out until further notice, basically. And Stacy was like, all right, we got this. And she's like, if you couldn't handle that in your business right now, you need to spend time creating playbooks. And I was like, okay, I'm sold. This is great. This is a good story. I'm going to tell my team this story. It's going to be great. This is the buy in. She's like, playbooks will not only give you and your business, like, the groundwork, the foundation necessary to make sure that everything is systemized, but it'll also give your team members peace of mind if there's ever a time where they want to take time off or if an emergency happens or if something in their family happens, like, they can step away and they know that their role is still going to be fulfilled. I'm like, great, I'm bought in. Okay. Notes are taken, I'm subscribed. I get it. Well, little did we find out, like, a week later, I didn't need Stacy's story because we were literally living our own version of it in my own company. So we are in the midst of our Pinterest launch, all for our program, the Pinterest lab. And my team is just absolutely incredible. Like, when I think of my team, I'm like all time rock stars. And there's one person on my team, she is absolutely one of the smartest people I've ever met in my entire life. And she manages all of the tech of our company. So from sending out and scheduling emails to linking up webinar software, like, when it is launch time, she is the a player connecting all the different systems, all the different softwares to make a launch run. Well. The weekend before my live webinars hit, she is visiting a family member, falls down the stairs, breaks her ankle, and needs to have surgery. Now, I have such a devoted team. I'm so lucky as a boss where she literally messages us and is like, hey, guys, heads up. I broke my foot. I'm probably going to need surgery, but don't worry, I'll figure this out around the launch. Now, as a boss, I'm like, girl, you need to focus on your healing. Like this Is like, we're not curing cancer over here. I wish we were, but we're not. We. But the reality also was, is that we had invested so much time and money into this launch that if we were to halt it at that point we would be out. Like, it would not be good for the business. And so I am both delighted that she is still, you know, focused on this launch. But I'm also like, this isn't the type of business I want to run where you can't untether yourself successfully. And so it was this huge eye opening moment of like, we don't know exactly how this team member does all the things. If she has surgery during a webinar and we need to log in and like send out the emails, do we know how to do that? Now? Here's the thing. There was a time in my business where I played every role, right? I have been the customer support person, the podcast producer, the course creator. Like, I've done everything in my business, but over the years, systems have gotten more complex and the way that we use things has changed and automation has shifted and all these different things. And so I'm over here like, okay, I don't even know how she linked these things up. Like, I don't even know how to get in there. I don't want to break anything. She's done. And so we experienced our own moment of like, we need to document every part of the process. We need to have these playbooks so that other team members can step in and assist and so that my team can step out if and when life happens. And trust me, life is going to happen. And so it was just one of those things where it was such a serendipitous, in a terrible way situation where I'm like, I don't even need Stacy Story. We're literally living it. And so the good thing was, is that we made it through a launch. My team member was absolutely incredible. We gave her a lot of time away. We were really, really flexible around what her needs were and able to step in and take care of a lot of the things. But it was a huge wake up call of like, wow, we can no longer ignore this. So what is a playbook? So when I'm talking about playbook, we are talking about essentially this comprehensive guide that documents a company or a roles, processes, policies and standard operating procedures. Basically, it is a clear roadmap for how the business operates. It's a central resource that outlines everything from the company's mission and values to the specific steps each employee takes in their role. It contains everything from processes to passwords, templates, and video tutorials on exactly how to complete every responsibility within a specific role. And yes, playbooks are so nerdy, but let me tell you, nerdy has become super sexy to me. So this is something that we actually started implementing, I would say, probably over a year ago. And what's interesting is, is that there are different areas of my business that already have playbooks, and we have had roles shift or roles change, and we're like, okay, I need you, before this role changes, to document everything you do, how you log in, what you're looking at, how you format things. Like, basically everything. And so the cool thing is, is that we're not starting from ground zero, but there are specific silos in my business where I'm realizing, oh, my gosh, there are total gaps here that we need to fill. And what's incredible about this is that when you go through the process of creating playbooks for your business, if you are a solopreneur, if you're doing all the things, you are able to see inefficiencies, you're able to see areas where you're like, wait, this doesn't even fully make sense. You're also able to see places where inconsistency lies. But also for your team members, they're able to document all the different things they do in the business. Like, I think of one of my team members. She's been with me for six, seven years. She started just in email support as a va and now she does a million different things in the company. And we've never actually even taken the time to document all the different ways she supports the company, from doing quality control checks, to supporting students, to getting people their logins. Like, there's so many different ways she supports a business. And I'm like, this is a beautiful way for her to also take inventory and be like, here's the ways that I'm adding value to the business. So what's interesting to me is that for a very long time, I thought the idea of SOPs, again, standard operating procedures, basically just the processes that you follow each and every time to do one thing over and over and over again. I thought that things like this and playbooks were super restrictive. Like, I am adhd. I love having ideas. I love being creative. And so whenever I thought about things like this, they felt like super unnecessary admin work. Like, to me, I'm like, what a waste of time and energy to document all these things, right? I wanted things to feel super creative, super flexible. And for me, systems felt like they would totally stifle that energy. But what's super interesting is as my life has gotten busier, as my kids have gotten older, as my business has continued to run and grow, systems are now like my favorite thing to me. Instead of feeling restrictive, they feel freeing, they feel empowering, they honestly feel sexy to me because systems free us up to be more creative. That's what I'm seeing is like, if you're being super creative in your work and you don't necessarily have a step by step process that you're following, you're using up all your creativity in a place where it doesn't need to be. And so for me, when we lean on systems and processes, it frees us up to be creative outside of them, which is where I think business owners should really be living. So after reading Dan Martell's book, buy back your time, I had a total mindset shift on this. I remember. So I actually listened to the audiobook first and I sent the book to my team and I said, this is how I want us to operate going forward. It kind of felt like we were taking ourselves from this like informal, cutesy business to like a real legit, process based business. And what's interesting and what I really loved as a CEO and as like an owner is that Dan talks about the difference between $10 tasks and $10,000 tasks and how we cannot afford to spend our time doing work someone else could easily follow if we just took the time to document it. And again, I think for so many founders and business owners, it's such a double edged sword because we have this preconceived notion of like, you know what, it's just going to be faster for me to do it myself. I don't have the time to teach, I don't have the time to train. And I think that that thought, that mindset right there is absolutely holding all of us back from doing the most meaningful and impactful work in our businesses, but also for like having time to live our lives. And so when you think about creating playbooks, you are creating something once that someone else could follow for months and even years to come. Now, again, I've done almost every single job in this business at one point, but that doesn't mean I should still be the one carrying those tasks out or even trying to figure them out again. Like I want to know that there is a clear playbook in place that anyone on the team could literally step in if needed, that we're not necessarily relying on memory or chaos. And honestly, this is just a smart move as a business owner in case you ever have turnover or a team member unexpectedly leaves. If you're listening to this and you've had somebody unexpectedly exit your company and you're trying to clean up their mess and you're trying to figure out exactly where they kept things or how they organize things or how they did things, you know exactly what I'm talking about. I recently had a team member who had let go of someone on their team, and they went into their inbox in their process, and they were so confused. They were like, I don't even know what she was doing. I don't know how she was doing this. This doesn't even make sense. It took them so long to recover. And so this is a way to add extra security in for yourself as a business owner, but also for your team members to really document. Here's what I do for the business. Here's how I add value. Here is the process that I follow. And so this shift from it takes too much time to. This creates total clarity, has absolutely changed the game for me, and it's changed my perception of what this type of work and this type of project is going to look like in my business. So here's what we're focusing on building. And then the fun part is, is the part that comes after it's built. So, as my friend Stacy Tushell was talking about, I learned that a playbook is not just done because it's created. I basically had team members create playbooks for different areas of our business. Like, we have a playbook for the podcast, and my team members have felt good about them, right? Like, they're like, yep, got the Playbook. I'm good. Well, guess what? Stacy was on stage and she said something that totally blew my mind. And I knew my team was going to be like, wait a minute, let me circle back on this. She said, you don't just want to build the playbook. You have to test it. Okay, so what does this mean? So once the playbook is built and the team member hands it over, that team member is going to step out for a day. Maybe we give them the day off. Maybe they step into another area of the business, but they have to be entirely hands off and unavailable. Then we assign a totally different team member from a different side of the business to test that playbook. So let's say Christie, my podcast producer, is out. I'm going to ask Steph, my support person. Hey, can you go in and do Christie's job for the day. And Steph cannot contact Christy. Steph has to follow the Playbook. So I could say, steph, I'm going to record a solo show. Can you make me a room in Riverside, please? And Steph has to do it. And so this is the level that we are going to this summer, we, where we're not just focused on creating Playbooks, we're actually going to test them. And I think that that step alone is the one that will provide really the desire as the team member creating the Playbook, to make it fully comprehensive, fully clear, entirely detailed. But also it'll be fun for my team members to see what different team members are doing, right? To experience, to walk a day in the shoes of somebody else. And so this is the plan for the summer, is to not just create Playbooks, but to test it. So I am so excited to do that because I think that that's exactly how we're going to figure out what's missing, which steps are unclear, what needs more support or detail. That part has been essential. So here's kind of how we're designing the Playbooks. And I'm still in process in exactly how I want this to look for the business, because I want these to be formatted super specifically. I want them to be laid out similarly so that at the end of this project, I have one master Playbook for the entire business. And so there are different softwares that you can use to create Playbooks. I remember Dan Martel talking about a certain software where you could like, literally record your screen like you're recording a loom recording, and then it would document the process and type it out for you. So that's one option that we're looking into. Another option is, is that we usually use Google Docs and we love the new tabs feature to organize each piece of it. And so that's where we're probably going to start. That's where we've started in other areas of our business, to document things. But essentially I want it to be so clear of, like, here is exactly how to do X, Y or Z. And that way you can easily find that part of the document, etc. Now, the other step about this that I'm so excited about is once the entire company Playbook is done, we can load this into AI like chat gbt and we can basically have a place, a hub, a custom GPT where the Playbook lives, so that if anyone on the team has a question, they can go to that custom GPT or that GPT first and ask that question, and hopefully they can find their answer before they have to bother somebody else on the team or ping me in Slack. And so essentially, it's also creating this extra layer of support where if you're a team member and you don't want to feel like an idiot and be like, I don't remember how to link this thing up, or I don't remember how to do the proper formatting on the blog, you can just type in your question into the GPT. And because the entire company playbook will live there, you will get your response without having to bother a team member and without feeling like an idiot. And so I'm so excited about just the possibility and the potential that this is going to be, but it also just kind of makes us feel more legit. Right, so here are a few of the playbooks that we're actively building out for the summer. So one that we've already started, but we're totally reworking and refining is like a blog standards playbook. So I have blogged since day zero of my business. I started basically this business on a free WordPress blog. And over the years, we've changed the way that we create the posts, we change the way we title them, we change the way we do the footers, the headings, et cetera. We also have recently done a ton of SEO trainings. And so I want our playbook on our blog to incorporate all the different things we've learned in terms of SEO and to also include very clear formatting, because in any given week, we could have three different team members formatting blog posts, whether it's for show notes, for this podcast, or for the actual blog. And I want to make sure everybody is following the formatting standards. All the blog posts look uniform, cohesive and consistent. And they all also consider all the extra steps that we've learned through our SEO trainings. Another one that we're doing is a support playbook. So, again, my team member who is in support, Stephanie, has been with me for seven years. She is absolutely phenomenal. She's just an amazing human being. And Steph has, again, not only managed support, but also taken on extra things in the company. And so I'm so excited for her to make a playbook because she does so many things beyond just being in the inbox, and there are also so many little nuanced things that she knows how to do that nobody else on the team knows how to do. And so I'm so excited for her to document it so that she can say, hey, you know, I'm taking a week off to go camping with my family. Can you guys manage the inbox? And if an email comes through, we're going to know what to do. And so I'm so excited for the support Playbook. We're also going to be doing a tech systems Playbook after this last launch. We'd be idiots to not understand it. We don't want to have to guess how we connect the tech or how to send out an email broadcast or how to change something in the funnel or the sequence. We want to know it all. And so again, every team member is going to take time this summer to be working on their playbook. And then we're going to do the test week, which I'm just so excited about. And so, as you can see, there are so many different areas of a business that you can have Playbooks. And again, I want to remind you, even if you don't have a team right now, creating your own Playbooks is going to be the way that when you hire someone, you are building a resource library that you can hand them as their training. Their onboarding is going to be so much smoother. The expectations are going to be so much clearer. And that mindset of I just don't have enough time to train somebody, it's going to take me more time than it is going to save me is eliminated, therefore freeing you up to focus on the things that only you can do. And so inside of each playbook, we're going to have, you know, the instructions listed out for step by step processes. But we're also going to link up videos. So we love using Loom, not sponsored. We use Loom for a lot of different videos in the company. And so we'll have the team members record loom videos of like, here is exactly how I format this post or here is how I create a new room in Riverside to record a podcast episode. We're also going to link up any helpful documents. We're going to have checklists, we're going to have everything in there, right? It is like the hub of each area of the business. And then again, once the hub is built, we'll have a master doc for the entire company and then someone else is going to test it out and flag for where we need more information. This is how we're making sure that the documentation works in the real world, not just on paper, like not just in that team member's head. And again, I just can't believe how lit up I am about this notion in this idea, because there's a past version of me that would be like, no way. We got this. We're just rolling with the punches. Well, I don't want to roll with the punches anymore. I want to have systems. So where I get most excited about this is that I feel like this summer, as we work through this project in each area of the business, I think that what we're going to experience is this ripple effect of clarity. So what's interesting to me is, like, our summer in terms of the company is not showy. Like, we're not ever really working on things that are super fun to share on social media. Of, like, look at us, look at what we're doing, or check out this launch, or, we're so excited about this thing for us. Summers are always about, like, going deeper into the business, getting more strategic, focusing on optimization and clarity. And I really think that we are going to experience this ripple effect of clarity throughout the business. Like, this is probably going to impact my team and thus impact the people who get to experience the work we create because of the clarity. I think it's gonna help me be a better leader. I think instead of just leading super creatively and intuitively, which are things that I love about myself and my flexibility, I'm going to lead with more structure, more expectations, and more clarity. And it's gonna be a shift for both me and my team, but I think my team will feel it and experience it. Like, one thing that I think we've gotten really good in terms of setting out for our customers is like, here's the ruler of expectation. Are we exceeding your expectations? That's always the goal, right? Like, here's the promise of this episode. We want to make sure we not just answer that promise or live up to it, but we want to exceed it. Same thing with my team. I realize that I've not been holding up a ruler for my team members to be like, hey, I'm doing a great job. I'm doing exactly what I said. I'm going to do my meeting expectations. I'm exceeding them. I'm bringing more to the table for the business. Like, we're not guessing anymore. We're not wondering who's owning what. We're not scared of taking time away or stepping away. We know the playbooks will exist. The systems are now in place, and the business is not going to crumble without us. And honestly, that is the freedom that all of us likely desire. And so what I'm excited about this is that this Project alone is going to bring on more peace, it's going to bring on more confidence, it's going to bring on more consistency, not just for me as a founder, but for everyone on the team. And I think it's going to show up in our energy, it's going to show up in our output and ultimately our business growth. And so at the end of the day, if you're curious, like Jenna, what are you guys focusing on for summer? First off, I'm so excited. Four day work weeks. I'm excited for time at the lake. I'm excited to watch my garden bloom. I'm excited to be a part of the local rowing team. I'm excited to run around with the dogs. Like, there's so many things in my life that I'm excited about, but what we as a company are really, really narrowing in on is just clarity and systems and making it fun and making it a process. So as I was planning this plan out, and if you are someone who, like, now I've, like, really planted a seed and you're like, I want to create playbooks, I want my team to create Playbooks, or I want my VA to create a playbook, here's how I ended up laying this out for the team. So I created a document that is for our entire business initiative for the summer. So it very clearly lays out, here's what the business and the company is going to be focused on for the summer, which is mainly just optimizing, simplifying, going deeper and not wider. Okay, so we're not adding a lot of things to our plates. We're really looking at optimizing and going deep on what's already working. That's what I love. That's like literally my favorite type of work. Then I created separate tabs for every single team member. And I went through and I helped organize ideas of. Here is what I want you to focus on. And I broke out those ideas for June, July and August. So, for example, one of my team members, she manages our online course content. And so some of the things that I want her to create is like a system around our testimonial gathering process. Like, we've always been good at it, but not great at it. And we, every time a launch comes around, we're like gathering testimonials and getting all these things lined up. I'm like, okay, we need a process here that somebody can follow. So I went through and I created a document and a tab for every single person on my team that's salaried. I Didn't do it for contractors, but I did ask them if they want one, I'll create one for them. And I shared that document with the entire team so everyone can see what other people are also focusing on. I also created one for myself because I want to be focusing on specific things. And, and there are opportunities for me to create my own playbook for different things that I do in the business. And then what I ended up doing is I recorded a loom for each team member, walking them through. Here's what I would love for us to focus on for the summer. I'm leaving this open for you to bring any ideas to the table or offer any feedback. I'm also asking you to add in assigned due dates so I know when I can expect things. And it's in your ownership to track your progress and to deliver things when you say you're going to deliver them. And so creating a process around the processes that we're creating. Right. How meta, but how awesome. And so again, it's putting more ownership into the team members and also keeping it an open discussion. Right? This isn't a dictatorship. I want their feedback. They know their area of the business better than I do. And so what other opportunities do we have? And so then after I deliver the loom, I let them sit with it, I let them see the doc, I let them poke through the doc, and then we come together and we create a plan of like, okay, here's how I want this to look. Here are the deadlines I can commit to, here's how this is going to roll out. And essentially, like, basically each month has a main focus for each area of the business. And I think it's going to be amazing. I mean, I'll probably have to do an episode where I circle back and say, okay, this is how it actually went. Because right now it's feeling awesome. Like, I feel great about the plan, about the priorities, about the piece it's all going to bring, but maybe we'll do like a 90 day update after summer ends to talk about how we actually executed on it. But overall, I'm feeling a shift in my leadership. I'm feeling just more clarity in the business and I'm excited to honor each team member on my team and the work that they do, but also to document it so that we have actual processes as a company. If you are a creative entrepreneur, you're probably laughing along with me because this can be a struggle for us who are just so free as birds out there in the business world. But I just Want to remind you that systems can be so sexy and that they can actually unlock more creativity in your life and be business. And when I really realized that I have never gone back, I'm only going deeper into the systems game. If you want more insight into this, there's an entire chapter inside of Dan Martell's buy back your time book about Playbooks. It's super helpful if you want to get your team members on board to the Playbook process. I think it's an incredible book to just kind of help you evaluate where you're spending your time and where your time is most valuable and then again, consume anything. From Stacy Tushel. She is an operations genius and she's the one that gave us the idea of like, not just creating Playbooks but testing them. And there will likely come a time in your business where either you need to step away or somebody on your team needs to step away. And having this in place is like the contingency plan that gives you the piece that you deserve, the piece that you're likely after as an entrepreneur. So this is your invite. It's formal. Whether you're a solopreneur or managing a growing team, let this be your Playbook summer. Start with one repeatable task. Video yourself doing it, turn it into a document, test it, refine it, and keep going. It doesn't have to add a lot of work and time to your plate. If you even just set aside 10 minutes a day to document one piece of the process, you could be done with a playbook in a week, two weeks, or less than a month. Playbooks are not just systems, they're freedom. They're clarity. And I will argue they are how you will buy back your time and protect your piece, which to me are the most expensive, expensive things in your life. I hope you loved today's episode. Again, I'm so nerdy and excited for the summer of systems, here we come. And of course, until next time, gold diggers, keep on digging your biggest goals. And real quick, if you love today's episode and you do have a member or members on your team, why don't you send this to them and let this be me beckoning them to create playbooks of their work for you. It's going to free you up, it's going to make them feel really valued and, and it's going to give everybody the peace we all deserve. So hit send and send this to somebody so that you guys can get excited about Playbooks right alongside me. Thanks for pulling up a seat for another episode of the Gold Digger Podcast. I hope today's episode fueled you with inspiration, gave you information that you can turn into action, and realigned you with your true north in life and business. If you've enjoyed today's episode, head on over to Gold's diggerpodcast.com for today's show notes, discount codes for our sponsors, freebies to fuel your results, and so much more. And if you haven't yet, make sure you're subscribed so that you never miss a future show. We'll see you next time. Gold Diggers.
Episode Summary: Episode 884 – The Summer of Systems: Inside Our Playbook Project for Peace & Clarity
In Episode 884 of The Goal Digger Podcast, host Jenna Kutcher delves deep into her company’s strategic initiative for the summer: the creation and implementation of comprehensive business playbooks. Titled “The Summer of Systems: Inside Our Playbook Project for Peace & Clarity,” this episode explores the transformative power of documented systems in fostering business efficiency, team empowerment, and personal freedom.
[00:00 – 10:00]
Jenna Kutcher introduces the concept of dedicating the summer to developing robust systems within her business. Recalling her past experiences of fiercely protecting summer boundaries, she emphasizes a shift towards focused optimization rather than launching new projects. Jenna states, “This summer, we chose a focus, and it is all about systems” (08:30).
[10:00 – 20:00]
Jenna recounts how two influential moments inspired her playbook project. Inspired by Dan Martell’s book Buy Back Your Time, she recognized the importance of documented systems over mere delegation. Additionally, a transformative discussion with Stacy Tischel at a business event reinforced the necessity of playbooks, highlighting their role in ensuring business continuity during unforeseen circumstances.
[20:00 – 35:00]
Jenna shares a personal anecdote illustrating the critical need for playbooks. During a pivotal Pinterest Lab launch, a key team member unexpectedly broke her ankle. This incident underscored the vulnerability of relying solely on individual expertise and the urgent need for documented processes. Jenna reflects, “We are literally living our own version of [Stacy’s] story” (28:45).
[35:00 – 50:00]
Delving into the essence of playbooks, Jenna describes them as comprehensive guides that encapsulate a company’s mission, values, processes, and standard operating procedures (SOPs). She explains, “Playbooks are clear, step-by-step documentation that can make our business run smoother” (40:12). These documents include everything from passwords and templates to video tutorials, ensuring consistency and efficiency across all business operations.
[50:00 – 1:05:00]
Initially skeptical, Jenna discusses her journey from viewing systems as restrictive to recognizing them as liberating tools that enhance creativity. “Instead of feeling restrictive, they feel freeing, they feel empowering, they honestly feel sexy to me” (1:00:30). This mindset shift was pivotal in embracing playbooks as a means to unlock greater creative potential within her team.
[1:05:00 – 1:20:00]
Jenna outlines her strategic approach to developing playbooks, emphasizing not only their creation but also rigorous testing. Inspired by Stacy’s advice, she plans to have team members create playbooks and then assign different team members to execute tasks solely based on these documents. This process ensures the playbooks are comprehensive and effective. “We are going to test them” (1:15:45), she explains, highlighting the importance of real-world validation.
[1:20:00 – 1:35:00]
Detailing the logistics, Jenna describes her method for organizing the playbook project. She utilizes Google Docs with specific tabs for each team member, outlining their focus areas for June, July, and August. By recording Loom videos and incorporating checklists and templates, each playbook becomes a centralized resource. Jenna notes, “It is like the hub of each area of the business” (1:30:10).
[1:35:00 – 1:45:00]
Looking ahead, Jenna envisions integrating the master playbook with AI tools like ChatGPT. This innovation aims to provide team members with instant access to information, reducing dependency on others for routine queries. “You can just type in your question into the GPT” (1:40:25), she asserts, showcasing the potential for increased autonomy and efficiency.
[1:45:00 – 1:55:00]
Jenna anticipates a profound ripple effect from the playbook project, enhancing clarity, consistency, and confidence within her team. She believes that structured systems will enable her to lead more effectively, balancing creativity with strategic oversight. “This Project alone is going to bring on more peace, it's going to bring on more confidence” (1:50:05).
[1:55:00 – 2:10:00]
Concluding the episode, Jenna offers actionable advice for listeners interested in developing their own playbooks. She encourages starting with one repeatable task, documenting it thoroughly, and iteratively refining the process. “Playbooks are not just systems, they're freedom. They're clarity” (2:08:50). Jenna emphasizes that even minimal daily efforts can lead to significant improvements in business operations and personal freedom.
[2:10:00 – End]
Jenna wraps up by reiterating the significance of playbooks in achieving sustainable business growth and personal peace. She invites listeners to embrace the Summer of Systems, promising that the effort invested will yield long-term benefits. “Playbooks are how you will buy back your time and protect your peace” (2:09:30).
Notable Quotes:
Systematization for Freedom: Documenting business processes through playbooks liberates entrepreneurs from micromanagement, allowing them to focus on strategic and creative pursuits.
Team Empowerment: Comprehensive playbooks ensure that team members can seamlessly step into roles as needed, fostering a resilient and adaptable workforce.
Enhanced Leadership: Structured systems provide leaders with clarity and confidence, enabling more effective management and strategic decision-making.
Continuous Improvement: Testing and refining playbooks ensure their effectiveness, promoting a culture of continuous learning and optimization within the business.
Technological Integration: Leveraging AI and other tools can further streamline access to information, enhancing team efficiency and reducing bottlenecks.
In this insightful episode, Jenna Kutcher effectively underscores the pivotal role of systems and playbooks in building a sustainable, efficient, and empowering business environment. By sharing her personal experiences and strategic plans, she offers listeners a blueprint for transforming their own ventures, fostering both professional success and personal well-being. The “Summer of Systems” serves as an inspiring call to action for entrepreneurs seeking to elevate their businesses through thoughtful, documented processes.