Workflow Documentation Packages

Workflow Documentation Packages document best practices that support consistency, predictability and results in the workplace and serve as a baseline for accountability. We offer hands-on help for the development of a company’s best ways of operating day-to-day.

An Intentional Leaders Systems Specialist works by phone with the owner or designated employee(s). Using the Intentional Leaders Systems Template, they collaborate to document the best way of performing any given task in accordance with the company’s operating standards. At the end of each session, the documented “system” is e-mailed directly to the owner or employee.

Business owners usually know how they want things done, even more so if they are experts in doing the work of their business. If not, they count on someone who is an expert to do the job right. This can only take a business so far. For a business to grow in a healthy way and not be dependent on any one person, all employees need to have clarity resulting in shared expectations about how things are best done and the standards they are called upon to meet. It’s just too hard to expect a new employee to remember everything they are told when they begin working, without having something to refer to in writing to help them be successful and deliver results as expected.

Documenting standard ways of operating ensures that both new and current employees stay on the same page so that your customer’s experience of your product and/or service is delivered consistently to a high standard. Having documented procedures in place gives everyone clarity about how the work is to be done with clear expectations of the level of quality to be achieved. In addition, managers have a baseline for training for new employees and the basis for holding all employees accountable for high quality, predictable results.

Workflow Documentation Benefits

Creating and documenting the day-to-day operating procedures and standards across the company ensures:

• consistent and predictable outcomes
• a high standard of performance and quality
• accountability
• increased customer satisfaction
• enhanced productivity and reduced costs
• reduced training time
• shift in management attention from micromanaging to the strategic aspects of their job

Producing workflow documentation has high workplace impact for a relatively small investment of time and money. It ensures healthy business practices that support your business success.

How it Works

A business owner, manager, or employee works in collaboration with a Systems Documentation Specialist to create and document the step-by-step operating procedures for a role, a function or all company-wide operations. The components documented include:

• Objective/Result
• Accountable roles for performing and managing the work
• Workflow and process
• Timeframe and duration
• Integration points with other procedures
• Standards of behavior and performance

An Intentional Leaders Systems Specialist works by telephone and screen sharing in collaboration with a business owner, designated manager or employee and delivers the work product by email upon completion of each working session.

Workflow Documentation time sold in blocks of 10 hours. Volume discounts are available.

*************************************

Workflow Documentation Supports Healthy Business Practices

Establishing and documenting workflow systems in all the key areas of your business builds a solid foundation, helping to ensure the predictable results and long-term value that business owners want, deserve and at times, find elusive.

Marketing & Sales

To set your business apart from the competition and achieve the sales goals for the profitability you want.

Internal Operations

To ensure you deliver consistently on your marketing promise by having the systems in place that ensure predictable results.

Recruitment

To ensure you find the right person for the job.

Financial Systems

To ensure you know where you stand.

Organizational Structure

To clarify roles and responsibilities as well as lines of authority, eliminating confusion and duplication of effort.

People Management

To develop an environment of trust, respect, accountability and shared expectations.

Leadership

To establish leadership in your company that lights the way, energizes, takes action and delivers.