Build A Business That Doesn’t Rely On You
Feeling Overwhelmed and Out of Solutions?
Growing your business shouldn't be this hard
Having worked closely with numerous small businesses, I’ve seen firsthand the struggles of growing a successful company. You began with a vision and a passion, but now you’re swamped with issues. You’re constantly tapped on the shoulder and repeatedly asked the same questions.
Training new hires feels impossible while juggling everything else. There’s no time to focus on growth because you’re constantly putting out fires. When someone is absent, there’s no one to fill their role, and taking time off is out of the question because it might turn into chaos.
But here’s the thing: it’s not impossible to overcome. The reason you’re facing these challenges in your business isn’t because you lack intelligence, strength, or age. It’s not because you’re not enough.
It’s simply because you haven’t been equipped with the right solutions, the proven strategies that can help you overcome these challenges and not just survive but thrive as a small business owner.
The potential for growth and success is within your reach, and I’m here to help you grasp it.
Introducing the Business Playbook Formula.
The Business Playbook Formula
Transform Scattered Knowledge into Organized Efficiency
Our three-month Business Playbook Formula program is designed for businesses with scattered processes or no documentation. This program is perfect for you if you feel overwhelmed by the lack of structure in your business operations.
We’ll work closely with you to identify, document, and streamline your core processes, creating a comprehensive and organized playbook. With this program, you will empower your team to follow consistent procedures, reduce dependency on you, and create a foundation for scalable growth.
The result? A smoothly running business that frees you up to focus on strategic growth.
Our goal is to help transform your scattered documents, processes and tribal knowledge into a mighty online employee manual and knowledge base (Business Playbook) so your team can perform their tasks efficiently and consistently.
Growing and scaling your business becomes easier when your training and processes are organized and shareable.
Here is what to expect when we work together:
- Alignment of your team around your mission and culture
- Best practices for capturing company knowledge
- An organized structure of your processes and SOPs in one place
- A functional and beautifully designed knowledge management platform
- A streamlined new hire onboarding process
- A strategy to manage and maintain best practices
The Business Playbook Formula:
Your Path to Clarity and Growth
The Business Playbook Formula helps create a well-organized, effective playbook that empowers your team and streamlines your operations. By working together, we can identify and document your core processes, ensuring your business runs smoothly and efficiently.
Imagine a business where your team understands their roles clearly, follows consistent procedures, and continuously improves. A business where you’re not constantly putting out fires but focusing on growth and innovation. That’s what the Business Playbook Formula can do for you.
Capture and share everything your team needs to succeed, in one place.
Here’s What We’ll Do Inside
The Business Playbook Formula:
1. PLAN
- Building Team Buy-In for the Playbook: Implement strategies to get your team on board with the playbook project, ensuring their support and participation from the start.
- Mapping Core Processes: Identify and visually map your core processes, from acquiring customers to fulfilling their needs, to understand how value is created and captured.
- Identifying Critical Tasks: Pinpoint the critical tasks within your core processes to focus documentation efforts on what truly moves the needle.
2. ORGANISE
- Choosing a Playbook Platform: Explore different playbook platforms and choose the one that best fits your business needs for accessibility and collaboration.
- Mapping Roles and Responsibilities: Identify and define your organization’s roles and responsibilities to effectively organize and assign playbook content.
- Creating a Content Framework: Develop a structured framework for your playbook content, ensuring consistency and ease of use.
3. BUILD
- Methods for Documenting Playbook Content: Utilize various methods, including text, images, videos, and more, to capture and document playbook content within your platform.
- Documenting the Four Playbook Elements: Delve into the specifics of documenting each of the four playbook elements to ensure comprehensive and clear content.
- Enhancing Playbook Content Quality: Apply best practices for testing and refining your playbook content, involving team feedback and creating assessments to ensure training comprehension.
4. TRAIN
- Designing an Onboarding Program: Create an effective onboarding process for new hires, using your playbook to set clear expectations and facilitate smooth integration.
- Launching and Implementing the Playbook: Develop strategies for successfully launching your playbook and training your team on its use, ensuring adoption and compliance.
- Tracking Training Progress and Understanding: Monitor and track learners' progress through the training, ensuring they complete and understand the assigned content and assessments.
5. MAINTAIN
- Maintaining and Updating the Playbook: Establish a regular review and update schedule to keep your playbook current with business changes and improvements.
- Measuring Playbook Adoption and Impact: Track playbook usage and measure its impact on your business, using data to ensure it is effectively utilized.
- Fostering a Culture of Continuous Improvement: Develop leadership strategies to encourage continuous improvement and innovation within your team, ensuring your playbook evolves with your business.
By working together through these modules, we ensure that your business playbook is not only created but also effectively integrated and maintained, empowering your team and driving your business towards scalable growth.
Frequently Asked Questions
A business playbook is a comprehensive guide that documents your company’s core processes, policies, and procedures in an organized and accessible format. Think of it as your business’s “how-to” manual, providing clear instructions and expectations, ensuring consistency and efficiency across all business areas. With a well-crafted playbook, you can reduce dependency on any single person, streamline training for new hires, and create a solid foundation for scalable growth. In short, it’s your go-to resource for running your business smoothly and effectively.
The timeline for building your business playbook depends on several factors, such as the size and complexity of your organization, the number of processes to document, and the availability of your team to collaborate.
We can build your playbook in as little as 90 days if you already have up-to-date documented processes. However, the typical timeline for most businesses ranges from three to six months. This allows ample time to identify, map, and document all critical processes, roles, and procedures.
The more actively your team can participate and dedicate time to working alongside us, the faster we can progress. Our role is to guide and support you throughout the process and provide training on effectively capturing processes.
Considering your specific needs and requirements, we’ll establish a realistic timeline upfront. Our collaborative approach ensures that your comprehensive business playbook is built methodically without compromising quality or completeness.
Content migration from one platform to another and optimising existing content can start from 6 weeks, depending on requirements.
The Business Playbook Formula is designed for business owners and leaders ready to transform their operations and unlock scalable growth. It’s the perfect fit if:
- You want to empower your team with clear processes and reduce dependency on yourself.
- You need a central knowledge base to document and organize your business operations.
- You’re ready to systemize your business for consistent execution and future growth.
Implementing the Business Playbook Formula, you’ll not only create a business playbook but also receive support and guidance every step of the way, including:
- In-depth review and organization of your existing content into a structured framework.
- On-demand access to our online client portal for resources, tools, and support.
- Guiding templates, training materials, and progress tracking for accountability.
- Feedback and collaboration on documenting your team’s processes effectively.
- Strategies for change management, process improvement, and fostering a culture of continuous optimization.
If you’re committed to transforming your business into a well-oiled machine, empowering your team, and setting the stage for scalable growth, the Business Playbook Formula is the perfect solution for you.
The Business Playbook Formula is a collaborative process to understand your unique business needs and goals. Here’s how it works:
- Initial Consultation: We’ll start with a consultation to discuss your current situation, challenges, and desired outcomes. This allows us to assess whether the program fits your business well.
- Documentation Review: If you have existing documentation, we’ll conduct a comprehensive review to identify gaps and opportunities for improvement. This step helps us determine the scope of work required. This review process is a one-time fee of $300 USD.
- Proposal: Based on our findings, we’ll provide a fixed-price proposal outlining the timeline, deliverables, and investment required.
- Kick-off and Collaboration: Once you’ve approved the proposal, we’ll start the project with a team introduction and establish a dedicated point of contact within your organization. From there, we’ll conduct regular consulting and training sessions via video conferencing.
- Ongoing Support: Throughout the program, you’ll have access to our on-demand client portal, which includes resources, worksheets, training videos, and direct support from our team.
Our collaborative approach ensures that we understand your needs and tailor the program accordingly, providing the guidance, resources, and support you need to create an effective business playbook.
Absolutely! We specialize in helping businesses like yours document their existing processes and procedures, even if they’re currently undocumented. We follow a simple, three-step approach:
- Capture Your Processes: We’ll guide you and your team in capturing your current procedures using multimedia tools like screen recordings and videos. Don’t worry if this seems daunting – we provide comprehensive training to make the process seamless.
- Documentation Transformation: Once you’ve captured your processes, we’ll upload the multimedia content to your business playbook platform. Our team will then work their magic, transforming the raw materials into engaging, consistent, and visually appealing documentation.
- Review and Publish: With the documentation in place, you’ll have the opportunity to review and provide feedback. Once finalized, the procedures will be published within your playbook, making them easily accessible to your team.
Our goal is to make the documentation process as effortless as possible for you. We understand that most businesses operate based on institutional knowledge and undocumented processes. That’s why we’ve developed a streamlined approach to capture and transform that knowledge into a comprehensive, user-friendly business playbook.
We take a consultative approach when recommending a knowledge base or playbook platform for your business. Before suggesting a solution, we aim to understand your unique requirements, team dynamics, and operational goals. This ensures that the platform we recommend aligns seamlessly with your needs.
We partner with several industry-leading software platforms that excel at creating comprehensive business playbooks. These platforms have been thoroughly vetted and offer robust features, excellent support, and user-friendly interfaces. Additionally, our team is trained in their implementation and customization.
It’s important to note that introducing a new platform is not always the optimal solution. In some cases, we may recommend leveraging existing tools or systems within your organization, ensuring a seamless integration with your current workflows.
While we may receive a small commission for referring you to certain platforms, financial incentives never drive our recommendations. Your business requirements are our top priority, and we will always provide an unbiased assessment of the best solution for your needs.
The Business Playbook Formula program investment does not include a subscription to any recommended platform. We’ll provide transparent pricing information and guidance to help you make an informed decision that aligns with your budget and long-term goals.
Absolutely! If you’re already using one of our partnered playbook platforms, we can absolutely help you maximize its value and impact on your business operations.
The best way to determine how we can assist is to book a consultation. During this session, we’ll review your existing playbook solution, understand your specific needs and goals, and assess whether our services can enhance your setup.
If we establish that our expertise can benefit you, here are some of the ways we can help you get the most out of your playbook platform:
Content Optimization: Our team will review and optimize your existing content for maximum engagement, knowledge retention, and consistency.
Improvement Recommendations: We’ll provide actionable recommendations to improve your playbook’s content structure, organization, and overall usability.
Onboarding, Training, and Maintenance Strategies: We’ll develop tailored strategies to streamline onboarding new hires, facilitate effective training, and ensure your playbook remains up-to-date and relevant.
Assessments and Quizzes: We’ll create interactive assessments and quizzes to reinforce learning and track comprehension.
Software Training: Our team can provide comprehensive training for your trainers and development staff, ensuring they can effectively leverage the platform’s full capabilities.
Process Capture and Documentation: We’ll guide you through capturing and documenting your business processes for inclusion in your playbook.
Workflow Mapping: Our experts will map your training and process improvement workflows, optimizing efficiency and effectiveness.
Our goal is to help you unlock the full potential of your existing playbook platform and ensure it becomes a powerful tool for driving operational excellence, team empowerment, and scalable growth.
The investment in our programs and services varies based on your business’s needs and requirements. We understand that every organization is unique, which is why we take a personalized approach to determining the right solution and pricing.
Our service fees are influenced by several factors:
- Size of your business and number of employees
- Industry type and operational complexity
- Amount of existing content to migrate or create from scratch
- Level of training and support required for your team
- Scope of services needed (full playbook build, optimization, etc.)
As a general guideline, our Business Playbook Makeover service for optimizing an existing playbook starts at $3,000 USD. For businesses requiring a comprehensive new playbook, our full-service Business Playbook Formula program starts from $6,500 USD for teams under 10 members.
While these figures provide a baseline, the true value lies in the transformative impact a well-crafted business playbook can have on your operations. By investing in a playbook, you’ll streamline onboarding, enable scalable training, and empower a more engaged and autonomous team. These benefits will drive your business’s efficiency, consistency, and sustainable growth.
The question isn’t “Can you afford our services?” but rather, “Can you afford to continue operating without the clarity, alignment, and scalability that a business playbook provides?” We encourage you to book a consultation so we can understand your unique needs and provide a tailored investment proposal.
While the primary focus of the Business Playbook Formula is to document and organize your existing processes into a comprehensive playbook, we understand that optimizing those processes is equally crucial. That’s why we offer the “Process Made Simple” program, which combines process improvement with playbook creation.
If you require assistance improving or refining your current systems and processes before documenting them, we recommend our “Process Made Simple“ program. This specialized offering ensures your processes are streamlined and optimized before capturing them in your business playbook.
The “Process Made Simple” program focuses on:
- Conducting a thorough analysis of your existing workflows and procedures
- Identifying areas for improvement, bottlenecks, and inefficiencies
- Redesigning and developing optimized processes aligned with best practices
- Implementing process changes
- Building a business playbook to document your optimised processes and procedures
By enrolling in “Process Made Simple,” you’ll refine your operations and create a robust playbook that captures your enhanced processes, empowering your team and driving efficiency.
If you’re unsure whether the “Process Made Simple” program or the Business Playbook Formula is the best fit for your needs, we recommend booking a consultation so we can understand your goals and provide guidance on the ideal solution.
Jillian Cardona
J&L Real Estate Group
Wendy and her team gave me hours of my day back through the development of our onboarding and training program. Her insights and expertise were exactly what we needed to build out a comprehensive platform walking new team members through every step of our onboarding process using various types of media. We couldn’t be happier with the finished product.
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.
Mitch Beddow
EHS
We had the pleasure of working alongside Wendy and her team for 6 months to implement, improve and streamline our job processes, onboarding and training for staff. We are a business of 22 staff and the improved efficiencies that we have implemented since working with Wendy is beyond what we could dream of. This has changed our business for life – Thank you, Wendy and Organising Works.
Advanced Playbook Services
The Business Playbook Makeover
Revamp and Reorganize Your Existing Playbook
Already have a business playbook or operations manual that feels outdated or cumbersome? The Business Playbook Makeover is for you.
We breathe new life into your existing documentation, transforming it into an engaging and easily navigable resource. Our team will organize your content for maximum usability, ensuring it aligns with your business needs. Like with the Business Playbook Formula, we equip you with the skills to maintain and continuously improve your playbook.
The outcome is a revitalized playbook that drives efficiency and value long into the future.
The Business Playbook Management Plan
Ongoing Playbook Management for Continuous Improvement
The Business Playbook Management Plan is your solution for maintaining a newly created or optimised playbook. This service is ideal for businesses that prefer to focus on their core activities while ensuring their playbook remains up-to-date and fully utilized.
We manage the ongoing updates, monitor usage, track new hire training, and ensure your playbook remains effective.
With us managing your playbook, you can rest assured that your business operations will run smoothly, your team will stay aligned, and you will continually benefit from an organised, well-maintained playbook.
