📔 Field Notes: March — Momentum
On hiring, org charts, and good things coming!
A very glorious March to you 🌷 Boy, was February Februarying for me this year, and I'm so happy to be on the other side of it 😮💨
This month I’m focusing my content and services on the #1 most frequently asked topic I’ve received as a COO: Hiring. Including questions like:
How do you know it’s time to expand your team?
What’s the best starting point? What role should I be hiring for?
How do you attract the right candidate and place them successfully?
How do you onboard a new employee?
What exactly should you offload?
How do you relinquish control?
How do you delegate successfully?
How do you train in a way that frees time and boosts revenue?
How do you manage a growing team and your own workload?
Funny enough, I have the same initial answer to every question above: Org chart.
Org charts get a bad rep for being some kind of corporate control tool — and they’re just not. I’ve worked for a few CEOs who were petrified to share their org chart because they were afraid it revealed some type of secret hierarchy of authority. Would you rather everyone try to guess who’s in charge?
An org chart is a visual diagram that maps out a company's internal structure, including roles, responsibilities, and reporting relationships. It’s a map of your operational flow, and it’s an incredibly insightful tool.
It’s arguably the most valuable reference your business can have, even if you’re a company of one.
I’ve never subscribed to the stigma, and I’ve yet to meet an employee who’s felt any type of negative way about the org chart. Quite the opposite! Seeing who’s responsible for what is freeing. Understanding where decisions and approvals are made is clarifying. Knowing how the whole operation flows together is unifying.
If you’re considering adding to the team this year, an org chart will help you avoid costly mistakes in hiring. I’ll be sharing more on the topic soon!
What I’m Working On
🏗️ Hire Ready. I’ve added a new service package to the ways in which we can work together, and this is a 4-6 week done-with-you engagement that builds your company's complete hiring infrastructure — HR policies, org chart, pay bands, role definition, job description(s), interview process, onboarding framework, and a clear 30-60-90 day performance plan — built directly into your systems, so you own it for this hire and every hire after. If hiring is on your agenda for 2026, it’s worth pausing long enough to get the structure right. 👉 If this sounds like the perfect next step, simply fill out this interest form, and I'll be in touch!
My #1 (and only) business goal for 2026. I did something radical this year. I resisted the temptation to stuff #allthethings I should do for my new business into one pressurized task list for the year, and I chose a single thing to focus on. Just one. It’s a project I’ve been building behind-the-scenes for years, it’s my version of deepening the work, and I’ll start testing its early form more publicly soon (see no. 3). I don’t know what I’m more excited about — the relief of setting just one goal or bringing this beast to light — but I’m on track.
Pilot the one business goal. I'm testing the early form of my 2026 project with a small group of business owners this spring — a paid pilot at a reduced rate for those who want to build it with me in real-time. In a nutshell, I’m offering identity-based systems design: a framework that turns your core motivators into your business' operating system. Not another strategy you'll abandon because it was built for someone wired differently. This is custom infrastructure that actually fits how you work, protects what matters, and scales without burning you out. If you're interested in early access, click here to join the waitlist.
Overall, my work behind-the-scenes has been very on purpose and progressive, even if it’s felt a little slow and quiet. I feel the momentum shifting into gear, and I’m living for that Year of the Horse energy!
What I’m Systemizing or Improving
All things 🏗️ Hire Ready!
AI — moved from GPT to Claude
Assessment logic for my new pilot program
What I’m Learning or Observing
As I was looking into Greg McKeown’s annual review process earlier this year, he got to talking about his admiration for Rob Dyrdek (professional skateboarder and MTV personality) — particularly Rob’s systemized approach to his whole life — and boy, did I love where this rabbit hole took me.
Turns out, Rob has a 50-page document called the Rhythm of Existence — it’s basically the operating manual for his life. In the episode where it’s discussed (which I watched in its entirety, which I never do), Greg and Rob conclude that your life is 100% the result of the system you operate on — you just haven’t designed yours yet.
Rob’s Rhythm of Existence is designed to eliminate all elements of distractions, friction, and conflict so that he can spend all of his time doing only three worthy activities:
Creating,
Experiencing, or
Problem-solving.
I’m obsessed 🤩 His approach to his life’s operating system is to drive everything to automation, then to optimization. He joked elsewhere that he “cracked the code for human efficiency.”
Rob can do in a day what might take others a week, without feeling rushed, because his system does the heavy lifting. He also enjoys an extraordinarily stable home life, keeping work in a container that never exceeds 30% of his time 🤯
Special edition of 📚 Book Notes to come on this one!
What I’m Measuring
Engagement. You’re a quiet group of thinkers, and I rarely receive comments or replies on my writing. But my newsletter open rates exceed 70% every send.
Thank you for reading, my friends 🙏
For Paid Subscribers in March 🔒
If you’re building a lean, systematized business — and especially if you’re craving a more grounded, high-integrity approach to growth — here’s what you’ll find as a subscriber to Method & Margin this month:
📚 Book Notes: When with curated excerpts, business-minded takeaways, and behavior filters
The archives so far: 📊 Notion Tracker for the 3x9 Instagram Growth Formula (with conversion analysis built-in, so you can measure what matters), 📊 Notion Viral Keywords Tracker to help you research viral keywords + reels while simultaneously generating content ideas, 📚 Atomic Habits & Essentialism Book Notes
You’ll also get first access to anything I release — paid offers, exclusive discounts, and behind-the-scenes resources I don’t share anywhere else. Thank you for your support!