Documentation Prompt Series
Ready to document your processes but need some tips and tricks to get you started and keep you moving forward?
Documentation is something ALL businesses need but many struggle to get started and keep going.
What is documentation? Commonly referred to as your Standard Operating Procedures (SOP’s) or process documentation, these are the instructions on how to complete all of the processes within your business.
We know that getting started on this process and then knowing what to document and how is often what most businesses struggle with and is enough to deter them from getting started.
We also know that not all businesses have the budget to hire an external consultant to do the work for them.
So we have taken the best of our knowledge, and turned it into a 12 month email series to help you get started and keep moving forward with documenting your own processes.
What's Included?
Getting Started
Tips and tricks on the types of documentation, how to create, and where to store.
Workflow Mapping
Complimentory access to our Service Blueprint Questionnaire (valued at $150) to help you break down everything within the business.
Documentation Plan
Access to our free template (either as a ClickUp template or as a Google Sheet) to help you create your own documentation plan.
Monthly Prompts
Each month we will focus on one area of the business. You will be given a list of things to document (this should be supplemented by the answers in your Service Blueprint - see below) and tips/questions to think about along the way.
Review
As well as the list of things each month to work through, we will also provide you with tips on reviewing your processes to make sure that you are completing your tasks in the most efficient and effective way possible.
Optional Upgrade
12 months of unlimited priority support via email to answer any questions that you have about your documentation project.
Frequently Asked Questions!
Simply click here to provide us with your details and make payment. You will be sent your first email as soon as payment confirmation is received. If you have chosen to upgrade to the support package, this starts from the date that you make payment.
Each month we will send you an email with instructions for that month. We will be including prompts for all areas of your business including marketing, sales, onboarding, delivery, offboarding, finances, and your team.
The time to complete your documentation depends vastly on the complexity of your business and the resources (time and people) that you are able to allocate. On average, it takes approximately 5 to 30 minutes to document one process including any filming and finalising of the procedure.
Definitely! The first step is to have a chat and identify what your goals are with the training. From there we can advise you on the actions to take moving forward.
The total cost for this program is $120 (inc GST if you are within Australia).
If you choose to upgrade to the support package, this comes with an additional cost of $500 (inc GST if you are within Australia) for the year.
Congratulations on starting the process! That’s often the hardest step!
This program will still be of benefit to you to help you bring it all together and make sure that everything has been included.
If you choose to take up the support upgrade, this provides you with unlimited priority support via email for the 12 months that the program runs for.
You are welcome to email us with any (and as many as you like!) questions that you have about your documentation project.
Examples of how people use this support is to request a review of a sample of their documentation, to help with choosing a platform, etc.
Yes! Simply let us know and we will happily set you up on a faster schedule. Please note that the price is still the same and if you upgrade to the support option, this will still be applicable for the 12 month period.
Short answer – yes! If you start the program but you do not find it helpful, we will happily pro-rata the price based on the number of months since you signed up.
We are more than happy to answer as many questions as you have.
Please feel free to get in touch by sending an email to hello@projectbox.com.au!
At Projectbox, we grow businesses by creating experiences people love and then helping them retain their knowledge!