process documentation optimization.png

Process Documentation + Optimization

from $750.00 every month for 6 months

Process Documentation + Optimization is a done-with-you engagement that turns the way your team actually works into clear, usable SOPs, then improves what is slowing you down.

We’ll capture your workflows through interviews and review, document them with visual aids your team will use, and keep everyone aligned with simple team-wide memos and a shared update log.

Process Documentation + Optimization is a done-with-you engagement that turns the way your team actually works into clear, usable SOPs, then improves what is slowing you down.

We’ll capture your workflows through interviews and review, document them with visual aids your team will use, and keep everyone aligned with simple team-wide memos and a shared update log.

Plan:
Team Size:

What you get

with Documentation

  • Staff interviews to capture how work happens today

  • Clear SOPs with visual aids, examples, and checklists

  • A shared update log to track requests, updates, and what is in progress

  • Regular check-ins to stay on track and review progress (based on your time frame)

with Optimization, everything above plus…

  • Team survey and/or client survey to identify knowledge gaps, time sucks, and process inconsistencies

  • Bring me on as your fractional COO to join team meetings, provide process clarifications, and keep SOPs up to date

  • Team-wide memos so everyone understands what is changing and why

  • Get eyes on existing processes to see how to improve them, plus an action plan and follow-up to make it happen

Choose Documentation if you need your processes out of people’s heads and into repeatable systems.

Choose Optimization if you also want ongoing COO-level support to refine workflows, reduce time sucks, and keep SOPs current as your business grows.

You need this if…

  • Your team is growing and key knowledge lives in a few people’s heads.

  • Things get done, but they feel harder than they should, and the same issues keep coming up.

  • Onboarding is inconsistent and training takes too long.

  • Work gets dropped in handoffs because roles and steps are not clearly defined.

  • You want SOPs that are actually used, not Google doc lost in the drive.