Company/department/staff Playbooks

Streamline onboarding, enhance your bottom line by focusing on cost, efficiency, issues, and continuous improvement. ROI +++

Company/department/staff Playbooks

Streamline onboarding, enhance your bottom line by focusing on cost, efficiency, issues, and continuous improvement. ROI +++

Video

Contact Jim Schimnowsky CPA (CMA)-

778-549-3065 jschimnowsky@eecompass.com today for a free consultation showing the ease of use, setup and to see the many benefits for your organization.

Boost your bottom line - lets talk

Our playbook is a dynamic, comprehensive resource, a true one-stop-shop that equips your team with all the tools and information they need to thrive. Staff will be engaged and participate in the improvements as they are responsible for their playbook.

benefits of our processes

Staff management

Training and Onboarding: Implement a streamlined training and onboarding process to reduce the time it takes for new employees to become productive.
Management and Leadership: Enable employees to operate independently and effectively while cultivating a culture of accountability and high performance.
Performance Management: Implement a system to track individual performance against benchmarks and targets, fostering ongoing enhancement.

Staff planning

Staff Planning: Create a straightforward and efficient planning method to redistribute tasks according to shifts in staff availability, workload, and priorities.
Balanced Workload: Optimizing workload distribution is key to reducing stress, enhancing productivity, and boosting efficiency.
Backup and Succession Planning: Develop a clear and concise planning tool to identify and prepare successors for essential positions and duties.
Flexible Work Arrangements: Identify the tasks that can be completed beyond the confines of a conventional office environment to enhance flexibility and work-life balance.

Optimization

Continuous Improvement: Foster a culture of ongoing enhancement by motivating staff to consistently evaluate and improve Standard Operating Procedures (SOPs) using insights gained from experience and feedback.
Enhanced Profitability Reports: Adopt activity-based costing (ABC) to produce more detailed profitability reports that encompass overhead expenses, facilitating improved budgeting, forecasting, and variance analysis.
Software Optimization: It is crucial to ensure the availability of critical information when implementing or upgrading software systems to facilitate informed decision-making.
Smooth M&A Transactions: Employ tools that ensure a seamless transition during business acquisitions or sales, reducing disruption and enhancing value.

Documentation Process in visual format

Quality Assurance and Process Control

Standard Operating Procedures (SOPs) should be developed to enhance efficiency, ensure quality outputs, and maintain consistent performance throughout the organization. They should be straightforward, enabling staff to prepare them in a visual and verbal format.
Process Documentation: Meticulously record processes to facilitate auditing and exhibit strong internal controls, enhancing transparency and accountability.
Quality Metrics: Set up key performance indicators (KPIs) to evaluate the efficiency of standard operating procedures (SOPs) and pinpoint areas for additional refinement.

What we offer-one stop.

Training, consulting, and advisory services.

A variety of policies are available for numerous departments.

Templates that can be customized to meet your requirements

A variety of policies are available for numerous departments.

Templates that can be customized to meet your requirements

A variety of policies are available for numerous departments.

Introductory special-Start your improvements

US$199.00

We’re excited to offer a package that includes a finance playbook summary, a staff playbook covering finance, HR, and admin, as well as a tutorial on how to document procedures. This collection provides all the information you need to implement these processes effectively.

Reach out to us if you're interested in our comprehensive package, which includes informative webinars and personalized one-on-one meetings. We'd love to support you in implementing these processes effectively.

Contact us

Jschimnowsky@eecompass.com

EE Compass

Abbotsford, B.C, Canada/Los Angeles, California

Contact Jim Schimnowsky (CPA (CMA)- 778-549-3065 <<linkedin.com/in/jim-schimnowsky-b1640444<<