Process and Procedure Documentation
No one on your team knows what to do or how to do it? Are tasks constantly being left uncompleted? Your business needs to document your processes and procedures!
A process map is a visual representation of what your business (or program) does and who does it. Leverage this tool to keep everyone on your team on the same page!
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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).
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Delegate tasks and processes with confidence by mapping out your processes!
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To put it simply a process includes sequential steps that one must take in order to arrive at a desired output.
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Value:
Single source of truth pertaining to how the business should operate
Ability to identify improvement opportunities
Drives consistency with service delivery
Serves as an orientation tool for visual learners
How it works:
1. Sign Service Agreement (link below)
2. Schedule virtual onboarding and mapping session
3. Pay
4. Meet to discuss steps taken in business
5. Review draft
6. Meet to finalize + approve process map
7. Sign-off on process map​​​​​​​
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Interact with the image below by double clicking to zoom in and out in order to enlarge it and to see additional examples.
Ever wondered how all of 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!
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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.
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If you want to speed up time, drive consistency, and retain knowledge from seasoned team members...you need SOPs!
Value:
Ensure alignment with regulatory requirements
Documented orientation, training, and reference guide
Ability to outsource business procedures
Single source of truth allowing you to retain organizational knowledge
Ability to delegate tasks
Drive consistency to improve customer satisfaction
How it works:
1. Sign Service Agreement (link below)
2. Schedule a 1-hr virtual Onboarding and Brainstorming Session
3. Pay
4. Meet to discuss business procedures
5. Review SOP drafts and provide feedback
6. Meet to finalize + approve SOPs
7. Sign-off on work
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View an example SOP by clicking on the "View Steps" button in the video below.