The shift from a sole trader to a plumbing business will require systems and structures that allow you to grow, Site Shed entrepreneur Matt Jones explains.

I’ve had the privilege of speaking with hundreds of tradespeople and industry specialists from all over the world. While there might be some differences, there are significant trends; trends that will suit 95% of tradies and it will help business owners create a business that is
not entirely dependent on them.

This article is for the business owner that wants to:

• Create a valuable asset
• Develop a (functional) team
• Remove him, or herself from certain areas of their business
• Increase efficiency, productivity and turnover
• Improve consistency and delivery of their offering
• Get some time back for themselves

Establishing departments for your business

For 95% of trade businesses, the framework below will work beautifully.

Some of you may want to add some changes, or separate certain departments, however feel free to use this as a starting point.

1. Admin and finance
2. Sales and marketing
3. Operations and delivery

Creating an organisational (org) chart for your staff

An org chart populates your departments with the right people.

It will likely include your staff, contractors, advisors and suppliers.

Roles and responsibilities

Now we have our departments and we have our org chart created, we now need to assign roles and responsibilities to the members
of the org chart.

Task allocation

With a clear outline of what the roles and responsibilities are for your organisation, you can find the right people to assign them to. You can hire people in house, or you can outsource tasks and even entire departments.

Where to start

Map out the Critical Client Flow for all of your major services and offerings and create systems for the major areas of that chart.


Creating systems

Try following the formula below and if possible, also attach a video/ tutorial recording and annotated screen shots with each one.

Who is this process for?

What is the outcome?

Why is it important?

When should it be followed?

Here are the steps:
1 …
2 …
3 …

Project management

In order for systems to be carried out correctly, there needs to be some form of accountability.

People/teams need to be able to see what the next step is in the equation, so that they can check it off as they go. Project management
tells ‘which’ people, to visit ‘what’ system, at ‘what’ point in time.

Technology and tools

There are loads of tools available, but to get started, we recommend the following as they’re cloud based and easy to use.

• For creating and storing systems
– Google Sites
(Part of Google’s G Suite).

• For project management
– ASANA

At the end of the day, it’s not really about what tools you use. It’s about getting it done.

Wrap up

Structure and organisation comes in many shapes and sizes, however if we’re talking about growing a team and maintaining a standard, this will help you. You’ll also be building yourself a valuable (and potentially acquirable) asset.

Tradie Web Guys, we can also do all of the heavy lifting for you. Visit TradieWebGuys.com.au if you would like help.

Also check out TheSiteShed.com – Australia’s number one business podcast for tradies.

Share.