Eli Lipshatz – Escala Academy-Amazon Business

What You’ll Learn In Escala Academy-Amazon Business?

Escala Academy – Preview

• Escala Academy – Why?
• What will my business look like after the Escala Academy
• Escala – Your Partner for eCommerce Scale
• Options for Working with Escala

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?

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