Procedure Development and Documentation

Have you ever had to train a new employee after the old one left? Are you training them in your bad habits? Are you really sure you know how they did it? Most agencies don’t know exactly how they do things; much less have continuity or consistency in key procedures from one desk to the next.  The best way to establish formalized procedures is to document what you’re currently doing, evaluate it and find the best way to do the things your staff does every day.  While you’re at it, take time to set the standard for agency core values, E&O risk management, client service as well as the most productive way to do what you do.  SDG trainers and consultants will assist you and your staff in tracking their current practices, evaluating against best practices, formally setting standards for all routine agency procedures and putting it into a published format that you can rely on.  Lastly, we’ll help you setup a system for auditing the newly established procedures and editing as workflows and procedures change.

 

See other areas of Operational Excellence

Comprehensive Agency Review
Onsite Operations Efficiency Audits
Workflow Analysis, Audits and Enhancement
Accounting Efficiency Review
Agency Automation Maximization Review
Information Technology Systems Maximization