These are the most common processes and charts that we have created and/or documented for businesses just like yours. The best place to start is to think about the things that could be immediately delegated to someone else or which processes are causing the most pain in your business. Creating a visual diagram tends to illuminate exactly where changes can be made in order to increase efficiency and reduce re-work.

Recommended Core Process

Organizational Chart – Shows the structure of your organization usually by department, most importantly who reports to who.

Accountability Charts – This chart makes things crystal clear on who is responsible for doing what.

Invoice Processing – This is generally a flowchart that shows what system is being used and who is responsible for making sure that your organization is invoicing properly and getting paid on time.

Client On-Boarding – This process is usually a flowchart that will show the person accountable and the systems used to have your business hit the ground running when you sign a new customer.

Client Off-Boarding – What are the steps your business takes to remove former client, for example: cancelling subscriptions, avoiding chargebacks, asking for feedback.

Employee/Contractor On Boarding – Make your new team members feel welcome and most importantly, make sure they have the tools they need to perform properly.

Employee/Contractor Off-Boarding – When a team member leaves an organization, there are key tasks that are overlooked leaving room for a security breach.