Imagine a future where your employees feel so responsible for the work they do for you that they insist on writing their procedures down to be sure things get done right when they’re out on vacation. This level of commitment from your team is what we’re after, and we have the skills to get you there. But first we’ll ask you to set aside some ideas you might have about Policies & Procedures.
Most business owners feel like they have to write procedures and then train the team to every exact step of every process. There are a few things broken about this strategy:
- An owner has critical strategic and financial tasks to perform for the company and shouldn’t be the person writing policies and procedures.
- Employees are much more likely to follow the procedures that they have helped develop.
- Systems and software are changing so quickly nowadays that if your employees don’t own the procedures they’ll be hopelessly out of date before you know it.
Of course, even when your Policies and Procedures are a team effort, it is a project to be managed, coordinated, facilitated and lead. That’s where we can help.
Getting it Done
Getting your Policies & Procedures written is one of those things that always seems to get pushed to the bottom of the action item list. Even when your employees agree it’s important, there are countless interruptions and day to day operations that take priority.
When you work with our team, we’re able to bring a higher sense of accountability and performance to the project. We’ll break it down into bite size pieces, get agreement from the team on timelines, edit for clarity and consistency and stay on goal until all of your critical procedures are documented.
Key Performance Indicators
Key Performance Indicators (KPI) are the measures of success that matter most to you. Ideally, every team member, every department and every work unit in the business will have clear goals and results defined, and the measure of those results will be your KPI. At peak performance, your financial statements will reflect those measures and show how your team is doing at reaching your targeted goals.
We understand the need to quickly and accurately see the results of operations in your monthly financial statements. We’ll set up your KPI measures, establish your bookkeeping systems so they capture the correct data from operations and generate reports that give you the information you need to manage from the numbers.
Refresh & Review
One of the trickiest things about Policies and Procedures is keeping them current. There are many, many reasons systems will change over time, and usually in such small steps that it’ hard to notice or track. Whether it’s just human nature, evolving software or growth or transition, a review of your Policies and Procedures might find a lot of “oh, we don’t do it that way anymore!”, or “oh yeah, I remember why we used to do that step!”. It’s a great idea to review your Policies and Procedures regularly enough that you don’t lose key steps or bring on a new person and train them to an old way of doing things. We’ll help you set up a review process and timeline, so you can be confident your Policies and Procedures stay on track!
Our mission is to bring personal and financial success to your business, through the power of clarity and alignment in your employees, your bookkeeping and your procedures.
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