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

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

I was at a wellness retreat when a total stranger called me out in front of a group of people I'd known for 48 hours, and I just sat there. I cried. I apologized publicly. And then I spent the next day dialed way back, barely talking, trying to disappear into the background... which, if you know me, is not me. In this episode I'm sharing the full story, what went wrong on the facilitation side, and the four lessons I walked away with about what it means to run a group program responsibly AND what it means to receive coaching without handing over your brain at the door.

In This Episode

• The full story of what happened at the retreat... including the part where the other person said 'that felt really GOOD to say that to her'

• Lesson 1 for program leaders: why knowing your audience BEFORE you open with vulnerability exercises is non-negotiable

• Lesson 2: the scope of practice conversation nobody wants to have... and why the length of your program has to match the depth of transformation you're promising

• Lesson 3 for people RECEIVING coaching: why I'm asking you to keep your critical thinking brain online even when you're in the room with an expert

• Lesson 4: how I walked away from one of the hardest moments of the retreat MORE confident in myself... and the journaling, praying, and one private conversation that made that possible

Take Action

Think about a piece of criticism or feedback you've received recently, in business or just in life. Sit with the sting of it for a second. Then ask yourself honestly: how much of that feedback was actually about you, and how much was about the person who gave it? You don't have to decide right now. Just sit with the question and see what comes up.

Resources From This Episode

• Well Women Business Assessment — wellwomenbusiness.com/assessment

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

When I was building the website for this podcast, I almost completely forgot the most basic marketing principle I know. In this episode, I'm sharing the one idea that changes everything about how women in health and wellness businesses market themselves, and three ways you can audit your own website TODAY to see if you're accidentally making your customer's eyes glaze over. Spoiler: if your About page is mostly about you, it's probably not as effective at marketing your services as you think.

In This Episode

• The About Me page I'm GLAD nobody saw... and why even 10 years into business ownership, I still forgot this rule

• Donald Miller's guide vs. hero framework and why health and wellness business owners are especially vulnerable to getting this backwards

• The five-second test: pull up your homepage right now and see if a stranger can answer three specific questions in under five seconds

• How to actually count your way to a website fix... the I vs. YOU audit that takes ten minutes and tells you everything

• The 'so that' reframe: how to keep your credentials on your website without making it about you

• The call I got from a mom early in my business that every health and wellness CEO needs to hear

Take Action

Go to your website right now and pick one or two sentences that are about YOU and rewrite them to be about what your ideal client GETS. Make it matter to them.

Resources From This Episode

• Building a StoryBrand 2.0 by Donald Miller

• Marketing Made Simple by Donald Miller

• Take the Well Women Business Assessment

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!