Prepare For Change

Develop the mindset and vision required to lead your team through the changes ahead.
Why your culture has everything to do with successfully implementing processes that get followed.
Identify the right team members to drive your process project through to completion.
Develop a communications plan and get your entire team onboard and aligned with your process vision.

Unpack Your Core Processes

Apply the 80/20 approach to create simple and clear process documentation.
Identify and agree on the five to fifteen important things you do repeatably – your core processes.
Create an org chart of departments, roles and process owners.

Planning The What, Who, When and How

Prioritize the processes to document first.
Select the people in your business who will collaborate with us and in what capacities.
Determine milestones for process documentation completion.
Select the best online knowledge and training platform to store your company information and processes.

Observe, Evaluate and Improve

Understand and observe how things currently work and evaluate what is and isn’t working.
Develop each process to produce consistently positive results and challenge the status quo.
Reach an agreement on the high-level steps in each process.

The Process For Capturing Processes

Capture Standard Operating Procedures (SOPs) easily and quickly using simple tools.
Learn how checklists can make your team more productive instead of the complex detailed guides no one reads.
Get on the same page with your leadership team by reviewing and approving process documentation and standard operating procedures.

Create Your Knowledge Base and Training Manual

Organize your company information, processes and procedures in your online training manual.
Design and build your training content to engage your team and enhance the learning experience.
Delegate SOP capture using our Process for Capturing Processes.

Train Your Team

Incorporate your new training manual into your culture by communicating its benefits to your team.
Train everyone on their relevant processes and procedures, so they are fully aware, aligned, and committed to following them.
Establish a welcoming onboarding process for new hires to set the tone for success.

Maintain Compliance and Continuously Improve

Empower your team to take ownership of their area of responsibility.
Identify and measure outcomes to ensure you get the desired results from your processes.
Lead your team through the new way of working with encouragement and support.
Create a culture of continuous improvement by regularly updating and improving your core processes to adapt to evolving changes.

Schedule A Call

Plus Bonuses

Bonus Training #1

Design Your Ideal Work Week

You can either take control of your work week or continue to react to the demands of your business and others. We guide you through our process of not just designing your ideal work week so you can accomplish those things that matter most but live it.

We help you get clear on your priorities and use your time effectively to move your business forward. Figuring out what energizes you and drains you and what you can delegate is potentially life-changing.

Bonus Training #2

Writing Position Agreements

Business owners often face the problem of their team not meeting expectations. However, it usually has less to do with employees than it does with clarity around the results they’re responsible for and the standards they’re expected to follow.

Position Agreements help clarify your team members’ roles and responsibilities and give them clear work guidelines.

We’ll teach you how to write Position Agreements so everyone can be on the same page and you can get the consistent results you want.

Bonus Training #3

Meetings That Matter

We’ve all experienced unproductive meetings with unclear agendas; nothing gets decided and no follow-through. There is a better way. Nowadays, with dispersed workforces, meetings matter more than ever; there is a way that time spent in meetings can move the business forward.

We’ll teach you about the effective types of meetings, the frequency and how to facilitate meetings that achieve results and improve your processes.

Bonus Training #4

Delegate With Confidence

Have you ever asked someone to do something and felt it would have been better if you had done it yourself? Or, have you held on to tasks because you are afraid of losing control? As your business grows, you can’t and shouldn’t try to do everything. It is critical for your sanity and the future success of your business that you learn to delegate effectively and reclaim your time.

With a process to clearly define your expectations for the task, you’ll begin to delegate confidently, get the best from your team, and free up time to work on the activities that will take your business to the next level.

Bonus Training #5

Guiding Principles To Drive Growth

Most businesses don’t have guiding principles and a mission statement that motivates their team. The guiding principles of your business establish a standard for behaviour and attitude, shape your culture and define your company’s unique viewpoint. By providing a framework for decision-making, your guiding principles help your team understand what’s important.

We help you create your guiding principles, including an inspiring mission statement that will make running your business easier and everyone feel motivated.

Bonus #6

We Train Your Team

Getting your team behind you and contributing to the process capture process is essential to success. Upskilling your team and empowering them to take ownership of their processes is the best way to implement your core processes faster and more efficiently.

Our team will partner with yours to ensure implementation goes smoothly and that your team learn new skills along the way. Your team can join consulting calls, have access to the online training resources and get all the support they need.

Bonus #7

Ready-to-go Process Workflows, SOPs And Examples

We give you our tried and tested simple tools and templates that you can customise for your business. You and your team can easily access all our training and resources in our learning portal. Each module has video and text training, worksheets, and progress checklists.

New hire onboarding, performance reviews, meeting templates, mission statement worksheets, process improvement checklists, and so many more resources that you can copy, tweak and deploy in your business.

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