Process + Procedure Documentation

Service Description

Price includes ONE Business Process Map (SOPs will be invoiced at an hourly rate) 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 Timeline: 2 to 3 weeks How it works: 1) Read + Sign Service Agreement 2) Schedule virtual onboarding session: 3) Pay for process map 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 6) Finalize + Approve Process Map 7) Identify the number of SOPs needed 8) Pay a deposit for SOPs 9) Schedule SOP Writing sessions - the number of 2-hour meetings needed will be determined by the productivity of each preceding meeting. 10) Review SOPs drafts in ClickUp (project management system) and provide feedback, revisions, etc. 11) Pay remaining balance 12) Meet to finalize + approve SOPs 13) Sign-off on work