Choose a Process Plan that Works for You
Our typical timeline for our done-for-you projects is four (4) to six (6) weeks. One process to document (piecemeal) and full-suite documentation projects generally result in additional time.
A Little Help
Diagnostic Review and Resolution Map *Some Limits Apply- Excellent at learning what problems exist and how to remedy them independently.
- In-depth discussion of your business and what should be documented.
- General diagnostic review of current SOPs, Playbooks, Checklists, etc.*
- Identification of systematic issues and gaps in documentation.
- Resolution Map on how to resolve gaps and subsequently resolve issues.
- OPTIONAL CHARGE: Site Visit(s) to Location(s)
Getting Started
Begin Process Mapping and Documentation^- Get started with your documentation migration project with experienced professional assistance.
- In-depth discussion of your business and what should be documented.
- General diagnostic review of current handbook, SOPs, Playbooks, Checklists, etc.*
- Get started with your organizational structure* and employee handbook entered into the Employee Training Portal** for you.
- Limited content creation and media creation done-for-you.
- Training of one staff member in best practices to get the most out of your Employee Training Portal.
- **ADDITIONAL CHARGE: Ongoing Annual or Monthly Subscription to Employee Training System Required.
Starting Strong
General Content Migration into Employee Training Portal^- Get the benefits of best practices in process documentation faster! We will implement three playbooks (or core processes) into your Employee Training Portal with our assistance.
- In-depth discussion of your business and what should be documented.
- General diagnostic review of current SOPs, Playbooks, Checklists, etc.*
- Get started with your organizational structure* and employee handbook entered into the Employee Training Portal**.
- Get two other mutually agreed upon core processes (or playbooks) into your Employee Training Portal.
- Limited content creation and media creation done-for-you.
- Training of selected staff members in best practices to get the most out of your Employee Training Portal.
- **ADDITIONAL CHARGE: Ongoing Annual or Monthly Subscription to Employee Training System Required.
Going Forward
Full Scale Content Migration into Employee Training Portal^- Get the benefits of best practices in process documentation faster! With our assistance, we will implement most (if not all) of your process documentation Employee Training Portal for you. *** Estimated 6 Months ***
- In-depth discussion of your business and what should be documented.
- General diagnostic review of current SOPs, Playbooks, Checklists, etc.*
- Get started with your organizational structure* and employee handbook entered into the Employee Training Portal** for you.
- Get other mutually agreed upon core processes (or playbooks) entered into your Employee Training Portal for you.
- Limited content creation and media creation done-for-you.
- Training of selected staff members in best practices to get the most out of your Employee Training Portal.
- **ANNUAL SUBSCRIPTION REQUIRED: Ongoing Annual or Monthly Subscription to Employee Training System Required.
What You Get with Your Plan
We utilize our industry-based education and experience in business administration and management, human resources, marketing, compliance, and information technology to strengthen the value of your process mapping, documentation, and training.
Unlimited Documentation
Document all your processes, policies, and SOPs in a simple, searchable, step-by-step playbook.
Built-in Screen Recording
Quickly capture your screen, video, and audio in embedded recordings inside the Employee Training System.
Testing, tracking, and reporting
Add unlimited multiple-choice and open-ended tests to your training content to boost comprehension and accountability. See your complete team’s training stats in one snapshot view and export them as a .csv or .pdf for future review.
Add e-Signatures, set due dates, and automatic time estimates.
Add an extra layer of accountability to your important policies with e-signatures, freely add due dates to your training content to communicate top priorities and when people need to know it and allow employees to manage their time with automatic time estimates to let each learner know how long each assigned training will take.
Mobile App
Access your playbook on the go with our native mobile apps. Search content and find important information directly from Chrome with a Chrome Extension.
Multiple Integrations
Automatically add new employees to the Employee Training Portal when they get onboarded to your HR systems. Integrations include Gusto, Zenefits, BambooHR, Justworks, and more.
HIPAA, OSHA, and Infection Control Processes
Our HIPAA, OSHA, and Infection Control process professionals provide our medical and business associates extra peace of mind with their knowledge of what HIPAA, OSHA, and CDC require in policies and procedures. We can provide and assist you in implementing these needed policies and procedures into your Employee Training Portal for you at an additional cost.
- HIPAA Medical Compliance add-on starts at $425 a month.
- The monthly HIPAA, OSHA, and Infection Control Dental Compliance add-ons are $210.
Who We Work With
We are excited to offer individualized consultation and "done-for-you" services to our small to medium business and healthcare-based clients.
- Accounting / Bookkeeping
- Cybersecurity
- Human Resources
- Marketing / Sales
- Customer Experiences / Patient Experiences
- Regulation / Compliance
- Security Audits and Assessments
- Healthcare: Audiologists, Eye Care Clinics, Family Therapists, Chiropractic Clients, Dentistry, Private Physician and Practitioner Offices, Mental Health Psychologist Offices, Long-Term Facilities and Homes, Home Health Care Providers, Rehabilitation Clinics, Skilled Nursing Facilities (SNF), Adult Family Homes (AFH).
- Business Associates: Medical Coders and Insurance Specialists, Medical Equipment Providers, and Medical Records and Health Information Specialists (Coding).
- Small & Medium Businesses: Information and Technology, Real Estate, Rental and Leasing, Oil and Gas Service Providers, Educational Services, Non-Profits, and many others.
