FIVE SOPs + One Process Map

Service Description

Price includes 5 SOPs (not to exceed 10 pages each) + ONE Business Process Map A process map is a visual representation of what your business (or program) does and who does it. Value: • Have a single source of truth allowing you to retain organizational knowledge • Ability to delegate tasks • Drive consistency to improve customer satisfaction • Ensure alignment with regulatory requirements • Documented orientation, training, and reference guide • Ability to outsource business procedures A Standard Operating Procedure (SOP) manual is a step-by-step visual guide that documents a business procedure, who should do it, how it should be done, and when it should be done. Value: • Have a single source of truth pertaining to how the business should operate • Identify improvement opportunities • Drives consistency • Provides a visual instead of a bullet point list • Serve as an orientation tool How it works: 1) Read + Sign Service Agreement 2) Schedule virtual onboarding and mapping session: 3) Pay online 4)Attend session: During the initial 3-hour session, The Leo Process will guide client through a discussion to learn of the steps the business takes to produce an output (service or product).Collectively, the client and The Leo Process will map out the process of the entire business (e.g., referral to billing or payment received) - OR- a particular program that the business offers. 5)Review 1st Draft: After the call The Leo Process will fine tune the map and notify the client that the map is ready for review 6) Finalize + Approve: The Client and The Leo Process will meet after the client has had the time to review the final draft (usually within 48 hours) to make any final revisions 7)Utilizing the process map, identify the Standard Operating Procedure (SOPs) manuals that are needed 8) Schedule 2-hour sessions via Calendly (not to exceed a two week period) - the number of 2-hour meetings needed will be determined by the productiveness of each preceding meeting. 9) Upload necessary images for each SOP to ClickUp (project management system) 10) Meet to provide overall steps of the identified procedures 11) Review SOPs drafts in ClickUp (project management system) and provide feedback, revisions, etc. 12) Meet to finalize + approve SOPs 13) Sign-off on work

Cancellation Policy

To cancel or reschedule please contact us at least 2 hours in advance.

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