Your UBS: The System of All Your Systems

1.0 Sales/Marketing
1.1
1.2
1.3
1.4

2.0 Operations

Lead Generation
Lead Conversion
Planning and Strategy
Branding

2.1
2.2
2.3
2.4
2.5

General Administration
Production
Fulfillment
Customer Service
Purchasing

5.0 Leadership
5.1 Strategic Planning
5.2 Leadership Devlp/Continuity
5.3 Company Culture
5.4 Communication Companywide

3.0 Financial

4.0 Team
4.1
4.2
4.3
4.4
4.5

Hiring/Onboarding
Training/Review/Retention
Compliance
Outsourcing
Exit Processes

3.1
3.2
3.3
3.4
3.5
3.6

Accounting/Reporting
A/R (Collections)
A/P (Payables)
Budgeting and Planning
Financial Controls
Cash Flow Management

Your UBS is your Ultimate Business System. It is your master system for how you organize, store,
access, and refine your systems. Your goal is to make your UBS a living breathing way of doing business
in your company. Youll know youve won when you regularly hear your team say things like, Did you
add that to the UBS? and Great solution to that problem, can you UBS it? This is not something youll
do in one sitting, but rather it is a way of approaching your business that youll engage your entire team
in owning over the long term.
Copyright 2013 David Finkel. All rights reserved.

www.MauiMastermind.com

Step 1: Create the Organizational Structure for Your UBS.

1.0
1.1
1.2
1.3
1.4
1.5
1.6
1.7

2.0
2.1
2.2
2.3
2.4
2.5
2.6
2.7

3.0
3.1
3.2
3.3
3.4
3.5
3.6
3.7

Copyright 2013 David Finkel. All rights reserved.

www.MauiMastermind.com

4.0
4.1
4.2
4.3
4.4
4.5
4.6
4.7

5.0
5.1
5.2
5.3
5.4
5.5
5.6
5.7

6.0
6.1
6.2
6.3
6.4
6.5
6.6
6.7

www.MauiMastermind.com

Copyright 2013 David Finkel. All rights reserved.

Step 2: Prioritize Which Systems You Will Create First.

The most successful companies build and refine their systems over time. Every 90 days we suggest
you pick 3 systems (or parts of a key system) to build or refine in your company. Things change and
systems become stale, outdated, and redundant. Plus you have limited company resources. Thats why
we encourage you to pick three A level systems to focus on each quarter. If youre able to do more,
thats gravy, but at the very least your 3 As get done!

Which 3 systems cost you the most

NOT to have?

Which 3 systems would reward you

the most if you had them?

1.

1.

2.

2.

3.

3.

Top 3 Systems to Build First:

Next Steps

A1:

By When?

q
q
q

A2:

q
q

A3:

Step 3: Build It!

Train on It!

Champion It!

Sell It!

Reinforce It!
Step 4: Repeat Steps 2 & 3!
I fear not the man who has practiced 10,000 kicks once, but I fear
the man who has practiced one kick 10,000 times. ~ Bruce Lee

Copyright 2013 David Finkel. All rights reserved.

www.MauiMastermind.com