Our Proven Process: Six Phases to Success

To get started, schedule a free 30-minute process assessment session. During this session, we’ll assess your current documentation, discuss your goals, and identify the key areas to focus on. This will help us tailor a process assessment that meets your specific needs and determine if we’re a good fit to work together.

We understand our clients are busy, so we keep the preparation minimal. Just show up ready to work and answer questions. If you have any existing documentation or ideas on what you want to document, feel free to share them with us, but extensive preparation is not required.

We ask for a commitment of 90 minutes each week for meetings. Additionally, reviewing the work we’ve done between meetings might take about an hour. Overall, expect to invest approximately 2.5 hours per week.

We’ll work closely with the process owner or subject matter expert for each area we document. Depending on the department, we may involve various team members to ensure all necessary information is captured and processes are standardized.

The length of the project typically ranges from 6 to 12 months, depending on the size of your company and the scope of documentation required. Each department usually takes between 1 to 3 months to document.

We have an 8-step methodology designed to roll out processes across your organization and ensure they are consistently followed. We work with your team to integrate these processes into daily management and build a process-driven culture.

We provide a thorough weekly report detailing the processes documented and any questions or input we need from you. This ensures you are always up-to-date on the project’s progress.

Success is measured by how well the documented processes are followed and utilized in your day-to-day operations. At the beginning of the project, we’ll define specific success metrics based on your goals, such as reducing dependency on key individuals or improving onboarding efficiency.

Upon completion, we provide detailed instructions on how to maintain and update your procedures. We also offer ongoing support to help you keep your processes current and effective.

We’ll coach you on setting up a process champion within your team who will be responsible for keeping the processes updated. We’ll also provide a checklist and guidance on regular process reviews and updates.

Yes, we absolutely do. Our approach goes beyond documentation—we actively work to optimize your processes. First, we capture and document your current process state. From there, we identify any gaps or inefficiencies and provide clear recommendations for improvement. Our team will help you implement these enhancements, ensuring each process runs at peak efficiency. This comprehensive approach not only makes your processes easier to follow but also drives measurable results for your business.

The cost of the project depends on its size and complexity, ranging from $7,500 to $75,000. The final price is determined by the number of processes documented and the size of your company. We will be happy to give you a specific quote, book a free consultation here.

The best time to start is now, especially if you’re facing issues like inability to scale, lack of documented processes, or impending changes such as a key employee leaving or selling the business. Delaying could exacerbate these challenges.

Yes, it’s crucial to document your core processes now. The software is a tool to implement the processes, so understanding and documenting the core processes beforehand will ensure a smoother transition when you switch software.

Most likely, you do have processes, even if they’re not documented. We’ll help you identify and document these processes by asking the right questions and guiding you through the process creation.

Change is inevitable, and we’re experts in managing and optimizing processes during periods of change. Documenting processes is essential for evaluating and improving them over time.

That’s great! We’ll use any existing documentation, review it, and bring it up to standard. We ensure all your processes are consistent and aligned with the new documentation.

We recommend using a process documentation software that serves as a single source of truth. It should be easy to access, update, and organize, with capabilities for uploading videos, audio, and screenshots. If you’re already using a platform, we can work with it if it meets these criteria.