Internal Systems & Operations
See how the internal systems of a strong organisation fit together, and choose the minimum set your stage needs. This module is a map: it introduces each system and the decisions it needs, and points to the later modules that go deeper into people, MEAL, finance, legal compliance and risk, and planning.
Part of Course 2 · Organise · US$29, or all five courses for US$109.
You create: Internal Systems Blueprint
11 lessons and reviews · about 3.6 hours including exercises.
Every lesson has a short video, the written explanation with examples, a guided exercise that saves into your organisation pack, and a sheet in the Internal Systems & Operations workbook.
Begin this module →Your lesson sequence
- 5.1What a system is: your organisational operating map
- 5.2Minimum viable systems by stage
- 5.3Processes, SOPs and process ownership
- 5.4The planning and reporting calendar
- 5.5People and HR systems overview
- 5.6Finance, procurement and internal controls overview
- 5.7Compliance essentials from day one
- 5.8Information, documents and knowledge management
- 5.9Digital tools and the tech stack
- 5.10Issues, actions and decisions tracking
- 5.11Your Internal Systems Blueprint
Internal Systems & Operations workbook
Module-05-Internal-Systems-Operations.xlsx · included with the course. Sheets: Operating map, Systems by stage, Process register, Annual cycle, Compliance essentials, Information architecture, Tech stack, Issues, Actions.
Sheets named after a tool use that tool’s columns, so the workbook can be imported into the Impact Tools without retyping. The file is being prepared and will be available to course purchasers.
Tools for this module
Each tool is the live version of work you draft in this module. They are optional; the course and its Excel workbook are complete on their own.
- Issue & Risk Management — Connect issues, risks, owners and actions in one management workspace. Lessons 5.10
- Meetings, Actions & Decisions — Prepare agendas, record minutes and decisions, assign actions, and export a clear record of what was agreed. Lessons 5.10
- Organisation Structure — Map reporting lines, define roles and connect annual activities to accountable teams.
- Strategy, KPIs & Annual Planning — Turn objectives into KPIs with targets and dated results, an annual plan with owners, dates and budget, and quarterly reviews that record decisions. Excel round-trip with the Module 13 workbook (Objectives, KPIs, Annual plan and Results sheets).