Features of Eli Lipshatz – Escala Academy-Amazon Business
What You Get:
- Module 1: Introduction
- 1.1 Escala Course Introduction
- 1.2 The 3-Phase Approach to Business Systemization
- 1.3 Escala Academy Overview
- 1.4 Components of a Business System
- 1.5 Organizational Chart vs Accountability Chart
- 1.6 Escala Process Hierarchy
- 1.7 Setting up ClickUp
- 1.8 Setting up Miro
- 1.9 Pre-requisite for Systemization – A Vision ‘Shared by All’
- 1.10 Importance of Getting the Team’s Buy-in for the Project
- 1.11a Task: Conduct Internal Kick-off
- 1.11b Task: Conduct Internal Kick-off
- Module 2: Current State Assessment
- 2.1 Current State Assessment Overview
- 2.2 Escala Process Hierarchy Level 1: Core Functions
- 2.3 Escala Process Hierarchy Level 2: Processes
- 2.4 Building Process Maps with Miro
- 2.5 Task: Build Your Current State High Level Process Map
- 2.6 Task: Build Your Current State Organizational Chart
- 2.7 The Role of Your Team in the Current State Assessment
- 2.8 The Role of Service Providers in the Current State Assessment
- 2.9 Preparing for Process Walkthroughs
- 2.10 Task: Conduct Process Walkthroughs
- 2.11 Task: Consolidate AFIs from Process Walkthroughs
- 2.12 Task: Revisit High Level Process Map
- 2.13 Escala Process Hierarchy Level 3: Tasks
- 2.14 Accomplish the Master Task List to Align with Escala Process Hierarchy
- 2.15 Task: Convert Text to Flow Charts on Miro
- 2.16 Task: Verify High Level and Level 3 Process Maps with Team
- 2.17 From Current State Assessment to Future State Design
- Module 3: Future State Design – People
- 3.1 Future State Design Overview
- 3.2 Building your Process-Driven Accountability Chart
- 3.3 Building your Accountability Chart in Miro
- 3.4 Task: Build your Current State Accountability Chart
- 3.5 Task: Score each Accountability using the Delegation/Automation Index
- 3.6 Considering AFIs & New Processes for Accountability Chart
- 3.7 Touchpoint: Deciding for your Future
- 3.8 Translating your Accountability Chart into a Future State Organizational Chart
- 3.9 Task: Build your Future State Organizational Chart
- 3.10 Task: Run a Purpose Assessment for each Role
- 3.11 Understanding BME Analysis Build Manage Execute
- 3.12 The Importance of Performance Management System in your Business
- Module 4: Future State Design – Technology
- 4.1 Leveraging Technology to Systematize your Business
- 4.2 Task: Create your Current State Tools Masterlist
- 4.3 The Role of Technology in Business: Too Much vs Too Little
- 4.4 Task: Review the Automation/Delegation Index
- 4.5 Task: Build your Technology Roadmap
- 4.6 Task: Assign Internal Technology Owners
- Module 5: Future State Design – Process
- 5.1 Future State Design Process Overview
- 5.2 Task: Prepare yourself for Future State Process Mapping
- 5.3 Building your Future State High-Level Process Map
- 5.4 Building your Future State Level 3 Process Maps
- 5.5 Aligning Process Maps with BME Analysis & Purpose Assessment
- 5.6 Task: Present Process Maps to your Internal Team
- 5.7 Townhall: The Importance of Sign-off & Buy-in before Phase 3
- 5.8 Task: Prepare your Townhall Deck
- 5.9 From Future State Design to Future State Implementation
- Module 6: Future State Implementation
- 6.1 Future State Implementation Overview
- 6.2 Understanding Workflows vs Company Wiki
- 6.3 Building your Company Wiki Structure
- 6.4 Task: Build you Company Wiki Structure
- 6.5 Understanding the ClickUp Hierarchy
- 6.6 Building your Company ClickUp Hierarchy
- 6.7 Task: Build your Company ClickUp Spaces
- 6.8 Guide on How We Document SOPs
- 6.9 Understanding Tasks vs Decision
- 6.10 Escala Process Hierarchy Level 4: Subtasks
- 6.11 Escala Process Hierarchy Level 5: Working Instructions
- 6.12 Building your Escala Sprint Management (Master) Board
- 6.13 Task: Add the Subtasks to your Wiki
- 6.14 Task: Conduct your Sprint Kick-Off Roughcut
- 6.15 Options for Working Instructions Documentation
- 6.16 Task: Document your Working Instructions in the Wiki
- 6.17 Task Add the Subtasks to your Workflows
- 6.18 Tool Hacks for Documenting SOPs
- 6.19 Task: Link your Workflows to your Wiki
- 6.20 Sprint Summary and the Baseline
- Module 7: Summary and Next Steps
- 7.1 Updating and Maintaining your Business System
- 7.2 Using your Business System to Onboard Talent
- 7.3 Course Summary & Final Words
- 7.4 Escala Academy/Engagement – Are you Interested?