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Operations when you're the whole team

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In a company with an operations person, somebody is paid to know where every job stands and to see that the next step happens. In a business of one, you hold that job yourself, on top of the work that pays. So it happens in the gaps, from memory, after hours. That’s the part that gives way first.

  • Operations is holding the state of every job and moving each one along.
  • The failure in a solo business is usually stalled work. It’s waiting on somebody, and it looks exactly like work that’s fine.
  • The steps that keep a business moving are unbilled. They lose to billable work every time, and they’re the steps that decide whether you get paid.
  • Every open loop you’re carrying charges you rent while you’re doing something else.

What an operations person actually does

Ade runs a one-person training company. Safety courses for small manufacturers, six years in. Nine jobs live at any time, and a calendar that’s full about eleven weeks out. He’s good in a room. That’s the part of it he thinks of as the business.

Follow one course from first contact to money in the bank. An inquiry arrives. A date is penciled. A quote goes out. The client agrees, then needs a purchase order raised by somebody in their finance team, who’s on vacation. Joining instructions go to eleven named delegates. Three of them will change in the two weeks before. A room is confirmed and the kit is checked. The course runs. An attendance list comes back with two names missing from it. Certificates are issued. An invoice goes out carrying the purchase order number, because that number is what gets it paid. Payment arrives, or it doesn’t. And three years later every one of those eleven certificates expires, which is the most valuable fact in the whole sequence.

Thirteen steps, one course. Nine courses live at once, each at a different point. In a company of any size, somebody is paid to know that job seven sits between step four and step five, and that step five is waiting on the client. That person teaches no courses. What they produce is state, and the movement of things from one state to the next.

Small business owners tend to say they have no operations. They have every bit of it. What they’re missing is anybody whose job it is. So it gets done in the ten minutes before a course starts and the twenty after it finishes, by somebody who has just taught for six hours.

The half of the business you cannot see

Ade’s inbox tells him what arrived this morning. It stays quiet about everything that stayed away.

Take the nine live jobs and ask each one what it’s waiting on. The purchase order that’s still out. The client who owes final numbers for a course in nine days. The venue that went quiet about parking. The invoice from six weeks ago. The delegate list with two names missing. Every one of those decides whether the month works. Every one of them shows up as silence.

Silence is the problem, because it reads two ways at once. A client drafting a careful reply and a client who has forgotten you exist leave exactly the same evidence, which is none. A purchase order that’s still out sends no message about itself. The one thing that would tell you is your memory of having asked. That memory is competing with eight other jobs and a course to teach on Thursday.

A message that arrived and sank is a different problem. It leaves a trace you can go and find, and the buried email you never hear about is about that one. Here the trace is the thing that’s missing. Search has nothing to work on. The record of what you’re owed lives in your sent folder in date order. It tells you when you asked, and stays quiet about whether it worked.

Why the follow-up always loses to the work

Look at Ade’s week as a ledger and one thing separates cleanly. Standing in a room in Wolverhampton teaching eleven people is billed. Chasing the purchase order is unbilled. So is writing the joining instructions, issuing certificates, and reminding a client their people are due a refresher. Every operational step in the list above is unpaid. Most of them are invisible to the client too, who sees them only when they fail.

So when a week is full, the unbilled work is what moves, and that’s a sane choice. The course has a room booked, a date, and eleven people who’ll be standing outside a door at nine in the morning. The chase has consequences that arrive later and land somewhere else in the accounts. Urgency with a date beats importance with no date, every time, and that confusion is built into email itself.

The renewal is where this gets expensive, and it’s worth sitting with, because most solo businesses have the same shape. The single most valuable item in a training company is a certificate that expires in three years. That’s a customer who already knows you, already bought once, and has a legal reason to buy again. It’s also the item furthest from any deadline that exists today. So a business run on what’s loudest will under-serve the thing it should be protecting, every time. Ade knows this. He’s known it for six years. That’s rather the point. Knowing was always the part he had.

Why an unfinished job goes on costing you

A second cost sits underneath that one. It’s what owners feel at the end of a day where, on paper, very little happened.

In 2011 E. J. Masicampo and Roy Baumeister, then at Florida State University, published a set of studies in the Journal of Personality and Social Psychology. They looked at what unfulfilled goals do to a mind that’s trying to work on something else. In their own summary, unfinished goals “caused intrusive thoughts during an unrelated reading task”, made goal-related words unusually easy to bring to mind, and produced “poor performance on an unrelated anagram task”. Then the part that matters here: “allowing participants to formulate specific plans for their unfulfilled goals eliminated the various activation and interference effects”. Their conclusion is that once a plan is made, the drive to attain the goal is suspended, and it’s picked up again at the time the plan names.

Read that against nine live jobs with two or three open loops apiece. Something like twenty unfinished things. Each one lives in one person’s head, undated, while that person teaches manual handling to a room in the Midlands. The tiredness is the twenty, rather than the courses.

The caveats are real. These were laboratory studies, mostly of students, doing reading tasks and anagrams rather than running businesses. The plans in them were made by the participants themselves, by hand. Software making a plan on your behalf is a different experiment, and it’s still waiting to be run. What carries across is the direction rather than the size. An open loop with a specific next step and a date attached stops drawing on you. An open loop held in your head keeps drawing. Whether an intention tied to a cue is also more likely to get done is a separate question with its own evidence, and a day without the crossing goes through it.

What changes when the state stops being yours

The useful change is that the state of the business stops being something one person holds. A tidier inbox is the small part of it.

Most of it comes out of the mail itself. When a message asks something of Ade, it becomes a task with a due date and a route back to the message that asked. He typed nothing. A thread he’s waiting on can be told to resurface if the other side stays quiet: the purchase order, the final numbers, the invoice from six weeks ago. On the morning he chose, it’s in front of him again, with the original one click away. Waiting becomes a dated item instead of a state of mind. He can also ask to be told the moment a particular thing arrives, so the purchase order announces itself and he stops checking for it.

The rest is the same idea across the whole business. Tasks from every thread gather into one list. If he runs more than one business, each one stays sealed off from the others. Files that arrived as attachments collect in one place, each still tied to the message it came on. The signed attendance list is one of them, instead of somewhere in March. Search reads what he means rather than the words he happens to remember. A short briefing at a time he chooses gathers what needs him today. After a day out of contact, one digest covers what happened and what still needs deciding. Meetings stop being a four-message negotiation, because Point runs the back-and-forth against a calendar already reconciled.

This differs from the spreadsheet he tried in year two in the way that matters: there’s one place, and the mail fills it. The record is made from the mail as it arrives, rather than typed in afterwards by somebody who has just finished teaching. Everything it does is the flat list, and what an ordinary morning feels like is the version with a person in it.

What this still leaves you to do

Point holds the state and moves the reminders. The rest of it stays with you. The course still has to be taught, the certificates still have to be issued, and the invoice is still yours to raise.

The autonomy moves too. Every type of action carries a setting of its own: suggest only, then preparing and waiting on your yes, then handled without asking. A new account starts all of them in the middle. Move one up once you’ve watched it long enough to stop reading the previews. From then on it’s handled on that type of work, which is the whole reason to move it. A log records what was done for you and when, and most of it can be reversed from there. The exception is a message that has already left the building. No mail system retrieves those, and a product that claims a recall is describing a request.

The honest limit is the one a trade business runs into first. Point knows what passes through your mail. A promise made on the phone from a client’s parking lot, or agreed in the ten minutes after a course while somebody helps you carry boxes, gets in when you put it there. You can do that by asking in plain words, out loud if your hands are full. A conversation nobody wrote down stays outside. Point is a mail tool. The accounting, the project tracking and the file storage all stay where they already are. A solo business already running on three tools has heard enough pitches for a fourth.

And if there are two of you rather than one, what keeps moving while somebody is away is a different question with a different answer. The answer to that one lives in covering for each other.

Common questions

Is this a project management tool?

No, and it’s worth being clear before you buy anything. A project tool asks you to model the work first: stages, boards, statuses, a place where each job lives. That works when somebody has time to keep the model current, and in a business of one that’s the assumption that fails. Point works the other way round, taking the state out of the mail that’s already arriving. The record stays current on its own, through the two weeks you’re too busy to touch it.

What if half the work is agreed on the phone?

Then half the work lives outside your mail, where software has nothing to read. What you can do is say it once, in plain words or out loud, and have it land as a task with a date. That beats carrying it in your head to the end of the day. The rule of thumb is that anything with a date, a number or a promise in it should exist somewhere outside you. The cheapest place is wherever you already are when the call ends.

Can it chase people for me?

Point brings the thread back to you on the day you asked, with the message attached and a nudge to follow up. Point can prepare the chaser too, written the way you write. Whether it goes, and what it says, is yours to decide. That holds until you raise the setting on that kind of work. For a lot of owners that’s the right split. The remembering is the part they wanted handed over. The deciding is the part they kept.

I already keep a to-do list. Why is this different?

Because a to-do list is a second place that has to be fed, and the feeding is what gets dropped in exactly the week the list matters most. The difference is where the entries come from. A task that appears because a message asked for something keeps the list true on its own. A task that appears because you remembered to type it makes the list only as good as your worst week.

What happens to all of it when I take a week off?

The waiting keeps its dates. The follow-ups come back when they’re due, rather than while you’re away. The catch-up on the Monday is one digest of what happened and what still needs a decision, in place of four hundred messages in arrival order. Answering a client on a matter of judgment, in your voice, while you’re on a beach stays yours. Be suspicious of any product that claims that part.

The short version

A business where you’re the whole team still has operations. It has intake, scheduling, chasing, delivery, invoicing and renewal, exactly like a company of two hundred. The difference is that the knowing falls to one person, in the gaps between paid work. The visible half is the mail that arrives. The half that decides your month is the mail that stays away, and silence from a client who has forgotten you looks the same as silence from one who’s about to reply. A better memory was never the missing part. What helps is open loops that carry their own dates, waiting that comes back on the day you chose, and a record made out of the mail rather than typed in afterwards by somebody who has just finished a six-hour course. If you’d rather read the version written for your trade, start with training providers, consultants or whichever of the eight is nearest.

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