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Operations Excellence Path

Build efficient systems and hire great people

Steps 0 / 4
  1. 1
    Create Standard Operating Procedures
  2. 2
    Establish Fair Hiring
  3. 3
    Set Competitive Compensation
  4. 4
    Track Operations Metrics
  5. ★
    Quest Complete!
Quest Level
Intermediate • 8-12 weeks
Step 1 of 4 · 4-6 hours

Step 1: Create Standard Operating Procedures

Templates for hiring, customer support, and fulfillment.

DO THIS NOW Required Checklist
Check off these key actions to complete this step:
Coach's Perspective

Start with your highest-friction processes. Write procedures as if teaching someone new—if it's unclear, the SOP is incomplete. Include decision trees for edge cases. Update SOPs annually and whenever processes change.

Recommended Workspace: Explore template/tool ↗
Step 2 of 4 · 2-3 hours

Step 2: Establish Fair Hiring

Structured evaluation framework to remove bias from hiring.

DO THIS NOW Required Checklist
Check off these key actions to complete this step:
Coach's Perspective

Use the same scorecard for all candidates in a role. Have multiple people interview each candidate and compare scores. Document everything. This protects you legally and ensures you hire the best person, not your favorite personality.

Recommended Workspace: Explore template/tool ↗
Step 3 of 4 · 1-2 hours

Step 3: Set Competitive Compensation

Calculate market-rate salaries to attract talent.

DO THIS NOW Required Checklist
Check off these key actions to complete this step:
Coach's Perspective

Use Levels.fyi, Glassdoor, and LinkedIn Salary to research. Set salary bands with a range (e.g., $80-100k for a role). Pay at the high end when you have few people. Consistency prevents resentment and accusations of bias.

Recommended Workspace: Explore template/tool ↗
Step 4 of 4 · Ongoing

Step 4: Track Operations Metrics

Monitor hiring, retention, and process efficiency.

DO THIS NOW Required Checklist
Check off these key actions to complete this step:
Coach's Perspective

Track: time-to-hire, cost-per-hire, retention rate, and process cycle times. Compare month-over-month to spot trends. When metrics worsen, fix root causes immediately rather than ignoring the signal.

Recommended Workspace: Explore template/tool ↗
Quest Complete!

You've mastered this path.

Congratulations! You have completed all the steps in the Operations Excellence Path playbook.

Your New Skills & Wins

  • ✓ Documented, scalable processes
  • ✓ Consistent, fair hiring
  • ✓ Competitive compensation
  • ✓ Measurable operations metrics
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