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.
  • 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 process foundation to serve as a baseline to evaluate and improve upon
  • Clarity about what to offload and how
  • More accurate hiring
  • Consistent and less disruptive onboarding
  • Organization and easier retrievability of process information
  • Improved teamwork and compliance to best practices
  • Freedom from interruptions about operations
  • 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 and gap analysis with recommendations

Your investment:

Duration: 7-10 weeks
Energy: 7 private sessions with “homework” in between sessions

Scroll to Top