top of page

Process and Procedure Documentation

Are you able to delegate tasks with the confidence of them being completed right...the first time?

 

When is the last time you took a vacation with few to no phone calls from your team asking you, "how do we do that again?"

​

Is your dream to pass down your business?

​

If you answered, "yes" to any of the above questions...Your business needs documented processes and procedures! 

 

 

 

 

 

​

What we offer?

​

Our team will work with you to document your entire business process into a process map. Afterwards, we will help you to identify the five (5) most critical procedures within the process so that we can document the procedures into easy-to-read yet visual Standard Operating Procedure manuals (aka. - SOPs). â€‹â€‹â€‹

 

​

​

​

​

​

​

​​​​​​​Value: 

     Single source of truth pertaining to how the business should operate

     Ability to delegate tasks confidently  

     Identify improvement opportunities quickly

     Drive consistency with service delivery leading to greater customer satisfaction

     Documented orientation, training, and reference tools

     Outsource applicable procedures  

​

Ever wondered how Chick-fil-a employees, no matter the location, reply with "my pleasure" when you say "thank you"...trust us, they have Standard Operating Procedure (SOP) manuals! ​​SOPs are comprehensive visual guides that document step-by-step how a procedure should be performed, who should do it, and when it should be done. Put simply, SOPs allow you to delegate tasks with confidence.  ​ If you want to speed up time, drive consistency, and retain knowledge from seasoned team members...you need SOPs!  ​A process map is a visual representation of what your business (or program) does and who does it. Leverage this tool to keep your team on the same page! ​To put it simply a process includes sequential steps that one must take in order to arrive at a desired output (e.g., seeing a client, onboarding a new staff member).

How it works?

1

sign service agreement

3

schedule Kick-off call

2

pay

4

breathe!

Interact with the image below by double clicking to zoom in or to zoom out. Hover over the image to access additional examples. (For a more optimal viewing experience click here. 

​View an example SOP by clicking on the "View Steps" button in the video below. 

bottom of page