We assist clients' with identifying and documenting effective processes, programs, and practices. The objective is to help make your business more profitable and purposeful. Our process offers more personal attention, at a more affordable price than larger consulting or HR firms.
Our initial consultation is free and allows us the opportunity to meet you, understand your company and business operations. Working together, we assess current needs and make recommendations or submit proposals for developing and implementing performance improvement corrective plans, programs or processes.
We respect the privacy of our clients and will not disclose company names, but would like to share with you some of our projects.
Harris County: We rewrote a county policy & procedures manual. The project included an assessment and evaluations of current written policies and procedures, research of updated laws and regulations applicable to the policies and procedures, restructuring and rewriting the electronic and hard copy of the policy and procedure manual.
Insurance Brokerage Firm: Our client needed help developing procedures for processing Request for Reimbursement – Medical Fees. We created detailed processes and procedures including an Excel worksheet for gathering the required information to submit a request to Carriers. The project has been very successful. It has resulted in processes, procedures and reimbursement of fees for our client.
International Nonprofit Organization: An amazing nonprofit organization needed an Operations Manual to assist them in creating consistency for their group. The goals were to provide "how to" guides that employees could reference in various situations, develop a series of checklists, maintain consistency within the organization as they grow.
Real Estate Group: Working with Independent Contractors creates unique reporting and supervision issues for real estate companies. The broker needed some guidelines for the independent agents, for there to be effective communication, documentation & timeline processes and safety procedures. We wrote Guidelines for Independent Contractors and an Independent Contractors Agreement to help facilitate the business operations.
International Full Service Construction Firm: Working entirely remotely, we communicated effectively with various members of management to create a Policy and Procedure Manual. The company had various written procedures but did not have well-documented policies and procedures.
Montessori Academy: We assist a privately owned and operated school with consulting services related to the business recovery plan, hiring, firing, job descriptions, duties & responsibilities, employee handbooks, employment application forms, employee evaluation forms, reprimand and disciplinary forms.
Pipe Manufacturing Company: Working closely with various members of management, we created an employee handbook. The company had numerous written procedures but did not have a well-documented handbook.
Software Companies: We genuinely enjoy working with our clients in this exciting, creative and competitive industry. We have successfully written operations manuals, departmental manuals, employee handbooks, job descriptions and defined duties & responsibilities.
Transportation Company: Due to employee turnover issues, the company was in dire need of daily operations and procedure manuals. Our assessment concluded that the employees were frustrated and confused about their duties & responsibilities. The lack of direction resulted in employees quitting or being terminated for poor performance. Creating the manuals helped to develop the effectiveness of management, reduced turnover, and improved employee morale.
Startup: A startup needed a Policy and Procedure Manual.
This small company (5-10 employees) could not afford to hire and maintain a Human Resource Department. Our challenge was to author a manual before doors opened for this new business venture. Working closely with the owner, we created a manual that clearly explained workplace policies and procedures.
Third-Party Workplace Investigations
We have also worked with retail/convenience stores, start-ups, established entrepreneurs, expanding
businesses, non-profit organizations, and small to large public, private, and educational entities.