El Patron Platform and Process
How do you create spaces that make people feel like they belong?
Platform
- Location
- Building
- Equipment
- Furnishing
Technology
- Drawings and Diagrams: Explain big picture and details at the same time.
Business Records
See list of business files required to define an operational playbook and compliance records.
- Business Model Diagram
- Time and Mind Management
- Trusted Connections
- List of Assets
Processes
Customer Services
Our lives become a product of the habits we keep and the people we meet.
Consistently practising better habits makes better people. For that you need better physical and mental space to give efforts best intentions and attention.
Business Operations
What is the perfect tech stack to fulfil business model intentions?
| Function | JTDB | Tech Stack | Budget | Roles | Budget | AI Agents | Budget | Notes |
|---|---|---|---|---|---|---|---|---|
| Strategy | ||||||||
| Sales | ||||||||
| Marketing | ||||||||
| Customer Success | ||||||||
| Product Development | ||||||||
| Accounts and Accounting | ||||||||
| Human Resources | ||||||||
| Data | ||||||||
| Information Systems | ||||||||
| Management Systems | ||||||||
| Finance | ||||||||
| Legal |
Meta
- JTBD: Number of core Jobs to be Done that have been identified.
- SaaS Apps: Buy or build your a tech stack that provides optimal operational effectiveness.
Legal
Operating Permits, Food Safety Compliance etc
Finances
Cash Flow Management:
- Practice: Ensure your business can meet its short-term obligations and invest in growth opportunities.
- Strategies: Negotiate better payment terms with suppliers, offer discounts for early customer payments, and maintain cash reserves.
- Forecasting: Ability to forecast finances means you can allocate resources effectively against targeted financial goals.
- Components: Projected income, fixed and variable expenses, and savings or investment goals.
Financial Statements
- Balance Sheet: Provides a snapshot of a company’s financial position at a specific point in time, detailing assets, liabilities, and equity.
- Income Statement: Shows the company’s revenues, expenses, and profits over a period, helping assess operational performance.
- Cash Flow Statement: Highlights how changes in the balance sheet and income affect cash and cash equivalents, focusing on operating, investing, and financing activities.