Capture and Organize the Knowledge in Your Business

Create a self-sufficient team, reclaim your time and scale with confidence.

Document and Organize Your Operations

Train and Fuel Your Workforce

Remove Frustration and Unlock Scalable Growth

Don’t hold your team and your business back; it’s costing you TOO MUCH:

These issues cause chaos and inefficiency for most small businesses, stifling their growth potential. You need an effective knowledge management platform to train your people to run your business so it isn’t reliant on you.


That’s where the Business Playbook Formula comes in. Having systems and processes in one central place will free you from micro-managing and give you the time to focus on high-value activities that will move your business forward.

The Business Playbook Formula
If you want to build a business that doesn’t rely on you, you need a business playbook. But wait! What is a business playbook? Operations manuals are so yesterday; nobody wants to read an operations manual. Enter the new kid on the block – the Business Playbook.

Your business playbook is an online home for your processes, SOPs, policies and team knowledge, beautifully documented in one central location. A playbook includes structured company knowledge that is easily shareable with the people who work for you.

In other words, the playbook helps you build a business that doesn’t rely on you every day to make it run.
Business Playbook Formula

You might be thinking:

I know The Business Playbook Formula works for small businesses; it’s proven successful for my clients who have participated in and applied it.

And here’s some good news:

Capturing Your Company Knowledge & Developing Training Is Daunting

You Don’t Have To Do All The Work Yourself

In capturing and documenting your business processes and procedures, there are many things to consider, including how to approach process documentation, sharing your SOPs, and ensuring they are followed.


Unfortunately, very few business owners have the time and know-how, so most businesses struggle to scale and train their staff effectively and why many give up or never try.


You’ve hired a bookkeeper before, a web designer, a marketing agency, or even a personal trainer to get you into shape. Why not hire a team of experts to help you capture what you do, align your team and finally scale your business successfully?


We provide the tools, the framework and the support to help you capture your processes, leverage your team and run your business more efficiently. In addition, you get the added value of our knowledge and experience working with small businesses like yours for over ten years.

Why Choose Us

With a diverse background spanning large corporations and small businesses, I bring a unique perspective. I’ve experienced firsthand the stark contrast between structured efficiency and chaotic improvisation.


At a large international corporation, I thrived in an organized setting with clear processes and well-defined roles. However, my transition to a small family-owned business revealed the challenges of outdated practices and inconsistent workflows, causing stress and frustration.


These experiences fueled my mission to help small businesses streamline operations and achieve their full potential. I’m committed to sharing the strategies and insights I’ve gained, empowering small business owners to create and document systems that work for them, not against them.


Let’s work together to transform your business and unlock its full potential.

Dillanos Coffee Roasters

Hannah Robertson

Dillanos Coffee Roasters

Wendy has been such a huge and vital help to the rollout and implementation of Trainual in our company! Through weekly calls, she provided numerous ways of content documentation, organization and creative ways to engage our employees. With about 115 employees and growing, we had a ton of content to document and 115 different opinions on how best to display our company’s processes throughout our Trainual platform. I cannot recommend Wendy & her team enough! We now have the platform up and running and are efficiently and accurately training each new hire and our existing employees. Thank you Wendy!

Mobile Skips

Scott Gosden

Mobile Skips​

Wendy has been an invaluable asset in the process for us to create and document our systems, processes and policies. Her meticulous organisation skills quickly turned what seemed to be a daunting task into a manageable, enjoyable and rewarding process. If you are looking for someone to get you organised and keep you on the path I cannot recommend Wendy highly enough.

K&M Mechanical Repairs

Diana Lambley

K&M Mechanical Repairs

Getting our policies and procedures in place was a daunting task for us. When we tried in the past, it took us too much time because we didn’t know where to start. Wendy helped us document and file our procedures so that our team and any new team members could easily find the information they needed. I want to thank Wendy for the advice and help she gave us to improve our procedures and grow our business.

Blackhearts & Sparrows

Grace Baker

Blackhearts & Sparrows

Organising Works was an absolute game-changer for us. The team’s expertise and dedication in crafting our LMS was amazing to see and their strategic insight, hands-on proficiency, and collaborative approach not only streamlined our learning processes but exceeded our expectations, making Organising Works an invaluable asset to us. Thanks Wendy, Susan and team.

Working With Us Is Easy

Schedule an Initial Consultation Call

In a 30-minute consultation, we'll discuss the challenges you're facing and your business goals.

Bring your Playbook
to Life

We'll work side-by-side to document your processes, build your engaging playbook, and integrate it into your company culture for maximum impact and adoption.

Experience a New Way of Working

In just three months, transform your business from chaos to streamlined efficiency and gain the confidence to scale with ease.