Systems Setup · Pricing
Operating Procedures & Staff Training
Starting at$1,350one-time
What the price covers
1 documented process; role handoffs; 2-hour training; up to 10 attendees
What we do
- Walk through the process and confirm role handoffs
- Document the operating procedure and control points
- Prepare training materials and participant instructions
- Deliver the included two-hour staff training
- Review process/control accuracy and outstanding questions
What you get
Operating procedure, training materials and attendee handoff.
Not included
Additional processes and repeat sessions.
Every Step. All 13.
- 01Observe or walk through the current processProcess walkthrough · Project lead
- 02Identify each person handing work to the nextProcess walkthrough · Project lead
- 03List approvals, exceptions and missing instructionsProcess walkthrough · Project lead
- 04Write the steps in the order staff perform themWritten procedure · Project lead
- 05Explain the required input and output for each handoffWritten procedure · Project lead
- 06Document the control checks and escalation pathWritten procedure · Project lead
- 07Prepare the example records and exercisesTraining preparation · Project lead
- 08Prepare the participant instructionsTraining preparation · Project lead
- 09Confirm the training audience and session detailsTraining preparation · Project lead
- 10Deliver the two-hour training with normal and exception examples, and record questions and actions2-hour session · Project lead
- 11Check process and control accuracy with the ownerFinal review · Senior accountant
- 12Review unresolved training questionsFinal review · Senior accountant
- 13Hand off the approved procedure and attendance recordFinal review · Senior accountant
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