Foundation
Clarity about the current state of your business processes
and a plan to address gaps and issues
You need this package if…
- You’re doing too much of the work yourself and are ready to offload NOW
- Your team needs clearer definition of their tasks and handoffs
- You don’t have the time or expertise to do process work
- Things are falling through the cracks and not meeting your quality standards
- You don’t have the info about your business that you need to make informed strategic decisions
- You know you’re missing opportunities
What results you’ll get:
- Insight into your current business operations – strengths and areas for improvement
- A roadmap to an efficient operational workflow
- A process baseline to evaluate the ROI you’ll get from streamlining
- Clarity about what to offload and how
- Clear job descriptions so you can hire quicker and better
- Consistent and less disruptive onboarding
- Organization and easier retrievability of process information
- Improved teamwork and compliance to best practices
- Freedom from interruptions about operational details
- The confidence that comes with knowledge
Tangible Deliverables:
- Process maps which show the current business processes
- Who’s doing what, how, and with which tools and templates
- Inventory of forms & templates
- A list of the inefficiencies, bottlenecks, holes, and communication blocks that are costing you time and money
- A list of the tasks which can be delegated, streamlined, and/or automated
- Structure to organize SOP and digital resources and collect meta-data
- Clear role descriptions for hiring new staff members and integrating them into the team
- Process Assessment Report which includes a gap analysis and recommendations
Your investment:
Duration: 7-10 weeks
Energy: 7 private sessions with “homework” in between sessions