As a leader, it is your job to take ownership of the progress and development of the team. You are responsible for keeping the team on track with staff meetings, streamlined businesses processes, and professional development.

The first step in this process is to assess the current state of affairs with the business in order to identify where you need to focus your attention. Then, you will work to guide your staff in their designated roles to fix or improve the areas of need. Reference the following State of Our Business Template in order to get started. This template will guide you in going over where you have been over the past year, what your current goals are, and what your future goals are. 

Holding effective team meetings will be a cornerstone in managing your team. It is up to you to teach your staff how to participate, behave, and add meaningfully to team meetings. Set a precedent early on and remain consistent. Provide a meeting agenda beforehand to give the team a chance to prepare and add their voice. Update the meeting outline, frequency, and venue as necessary. And keep the meeting template in your CRM to keep things predictable and transparent.

During the meeting, encourage team members to “rumble” and brainstorm ideas out loud while you document notes and progress in front of them. Teach your team that it is good to disagree with respect as it produces a better solution and healthier pace of progress. Show and update your processes while talking through them so that everyone understands the changes made going forward and is held accountable.

As a leader, it is also your job to get buy-in and implement changes that improve business services and operations. Use the IDEOS™ mantra to identify and prioritize where changes need to be made and then execute them effectively. This mantra also works to foster collaborative productivity and frees your time to focus on bigger picture items. We will explore this in more depth in the next lesson, “IDEOS and Managing a ‘Lean’ Business.”


Being the team leader comes with a great deal of responsibility. Your ability to guide and mentor your team will directly affect the success of your business. When you take the time to work with your staff to improve communications and lead by example, you:

  • Gain employee trust
  • Improve employee retention, productivity, performance
  • Free your time to focus on big picture issues
  • Continually eliminate time wasters and bottlenecks
  • Build a positive company culture, which attracts great hires and clients


1. Download and revise the template below, preferably with the help of your team members.

2. Present this to your team in an annual meeting. 

This effort will position you as a true leader. It shows that you are confident, organized, and able to clearly explain where the business has come from and is going.

Reflect and Prioritize

Part of being a good leader is teaching those around you to do the same. To attract and build leaders, you must provide them with the same curriculum and also lead by example. Provide copies of Dare to Lead by Brené Brown and The Five Dysfunctions of a Team by Patrick Lencioni to your team leaders and ask them to share takeaways in future team meetings. And match that with collective brainstorming to create a healthier work environment and display of effective leadership.

Please remember to add any new epiphanies and ideas to your Master Plan of Ideas and Initiatives.