As a company grows, new hires lack the context of early struggles. To preserve the original culture, formally document and share stories of early failures, pivots, and near-death experiences during onboarding. This reminds everyone of the core principles that led to success.

Create a public document detailing your company's operating principles—from Slack usage to coding standards. This "operating system" makes cultural norms explicit, prevents recurring debates, and allows potential hires to self-select based on alignment, saving time and reducing friction as you scale.

To move beyond static playbooks, treat your team's ways of working (e.g., meetings, frameworks) as a product. Define the problem they solve, for whom, and what success looks like. This approach allows for public reflection and iterative improvement based on whether the process is achieving its goal.

A common mistake when systemizing a business is trying to document every single process, which is inefficient and overwhelming. Instead, identify the few critical processes that are absolutely vital to your value delivery and focus all documentation and systemization efforts on those mission-critical areas first.

Create a single page with eight boxes for major life categories (e.g., adventure, finance, family). This becomes a running "life to-do list" where you capture long-term goals, getting ideas out of your head and onto a blueprint you can reference when planning your year.

In your 40s, your greatest advantage is pattern recognition. Actively document and codify this wisdom into repeatable frameworks. This process not only deepens your own understanding but also transforms your personal experience into a scalable asset that can be taught to and leveraged by others.

High achievers often apply immense rigor to their companies while neglecting their personal lives. To avoid this imbalance, treat your life like a business by implementing formal processes like quarterly reviews for relationships and personal goals, ensuring they receive the purposeful investment they need to thrive.

Minor routines, like wearing the same style of shirt or eating the same healthy breakfast, are not restrictive. This discipline frees you from decision fatigue on low-impact choices, preserving crucial mental energy for the strategic thinking that actually matters.

Overcome the hurdle of documenting processes by recording a screen-share video of yourself performing a task while talking through the steps. AI tools can then automatically convert the recording into a written playbook, eliminating the need to set aside dedicated writing time.