Business Process Documentation
"Defining WHAT you do is a fundamental business strategy"
About this option
- Only $695.
- One 2-hour long, starter session.
- Can be applied toward a System Success program.
The perfect solution when…
- You aren't sure where to start and feel overwhelmed about documenting.
- You are a start-up business with limited resources or staff.
During the Zoom call:
- We prioritize your organization's main pain points.
- See real-life examples of how systems can be implemented at your company.
- Learn how documented systems will reduce stress and clarify your strategy.
Deliverables:
- 3-5 tangible priorities that your team can focus on to begin your journey.
- Understand how to set up your systems documentation workflow.
- Access to unpublished software discounts.
About this option
- An affordable option at $4350.
- Five (5) 1.5-hour, one-on-one Zoom sessions.
- Personalized curriculum for your industry.
- Schedule Zoom meetings at your convenience.
- Hours are good for up to two months.
- Can be applied toward a System Success Program.
The perfect solution when…
- Your company lacks the budget to invest in the 12-week Success program.
- You need ongoing feedback to ensure team competency and structure.
- A department needs additional help to implement a sustainable initiative.
- You have several engaged team members who have the capacity to help out.
During each Zoom call:
- Review how to align your systems to support your perfect client's needs.
- See real-life examples of how systems documentation should be structured.
- Receive weekly feedback on the documentation work your team is doing.
Deliverables:
- Jason helps you choose and set up your new systems software account.
- Your team will know how to sustainably document and organize systems.
- Jason provides systems documentation instructions and videos for your software.
- You gain confidence in creating your own custom-made systems playbook.
- Jason records and fully documents 3-4 systems for you.
- A fully established playbook with at least 25 new, fully documented systems.
Most Popular
About this option
- Billed monthly, please call for a quote based on your needs.
- Twelve or sixteen 2-hour, weekly Zoom sessions.
- A full concierge program where Jason does 80% of the work while your team learns.
- Options for in-office update meetings and in-the-field video recording work.
- Flexible scheduling of weekly meetings including Saturday options.
- Personalized curriculum for your company.
- Weekly sessions are good for up to four months.
- Access to Jason for help outside of your scheduled sessions.
The perfect solution when…
- Your business is fragile because a key employee left unexpectedly.
- Your internal staff are busy and have little time to document what they do.
- Your business is poised to grow quickly in the near future and you need structure fast!
- Engrained cultural issues exist that are holding back necessary change and growth.
- You need to see the biggest ROI on your documented playbook in the shortest time.
During the sessions:
- Full oversight for Owners/Managers with minimal weekly involvement.
- Coaching on how to leverage documented systems with your other HR methods.
- Suggestions for process improvements.
- Referrals to reliable business partners.
- Training on how to easily set up accountable training workflows.
- Jason records all systems and converts them into clearly written training documents.
- Personalized manager/worker classes while recording actual systems.
- Ongoing, weekly review of all work being documented.
Deliverables:
- A fully established playbook with at least 25 new, fully documented systems.
- Jason to begin the process of loading pre-existing systems.
- A very organized company documentation workflow that is linked to your Google or M365 account.
- Initial training workflows and employee quizzes that are ready to deploy.
- Staff are able to continue developing your playbook into the future.
- Bonus: General business systems SOPs and knowledge provided by Jason.
