I have 40 people in my business. And I can tell you exactly what every single one of their jobs is supposed to look like... not from memory, but from a one-page document we've been using for eight years. It's called a 5R Work Plan, and it's the single operations tool I'd refuse to run a multi-six-figure health or wellness business without. In this episode, I'm walking you through exactly what it is, how we use it at Outdoor Kids OT from my CEO role all the way down to our frontline therapists, and how you can build one for your own team this week with AI in under 30 minutes.

In This Episode

• What the 5 Rs actually are... and why the responsibilities section is capped at THREE no matter how complex the role

• A real look at my CEO 5R Work Plan from OKOT and what it reveals about what my job actually IS (and ISN'T)

• The gap between what you think your team's jobs are and what they think their jobs are... and how 5R Work Plans close it

• Why these make performance reviews so much easier... no more gut feelings, just measuring against what was already agreed on in writing

• How to actually build yours this week, including which AI tool I recommend for drafting these fast

Take Action

Pick one role in your business, ideally yours as the CEO, and write a 5R Work Plan for it this week. Just one. Use AI to help you draft it and it will not take you longer than 30 minutes.

Resources From This Episode

• 5R Work Plan framework credit: Shelly Warren, Stacking Your Team podcast, introduced by Natalie Eckdahl of BizChix

• Well Women Business Assessment — wellwomenbusiness.com/assessment

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