SERVICES
Process-Profit Roadmap
As you progress through our program, you'll see your operational vision take shape into a tangible, actionable reality. We provide the tools and guidance to transform complex workflows into a coherent, efficient system, empowering you with the capacity to make impactful decisions and drive significant change. The outcome is a business operation that is not just effective but also a true reflection of your entrepreneurial spirit and vision.
Program Setup
Duration & Format
A 6-week journey, featuring weekly sessions lasting 1.5 to 2 hours each, conducted virtually for global accessibility.
Interactive Sessions
Led by experienced strategists, these sessions combine expert insights with engaging participant discussions and practical exercises.
Collaborative Learning Environment
A focus on shared learning and experience exchange, enhancing understanding through diverse business perspectives
Program Structure
Process-Profit Roadmap
Week 1: Defining Process Phases
Focus: Identifying and defining the distinct phases of business processes.
Group Activities: Interactive workshops to map out the key phases of each participant’s business processes, using prompts such as, «Identify and categorize the main phases in your operational workflow.»
Outcome: Participants will have a clear definition of the different phases that make up their primary business processes.
Week 2: Mapping Activities, Touchpoints, and Pain Points
Focus: Detailing the activities under each process phase and identifying touchpoints and pain points.
Group Activities: Detailed mapping sessions where participants identify specific activities, interactions, and challenges within each process phase, guided by prompts like, «List all activities under each phase and pinpoint where you encounter bottlenecks or challenges.»
Outcome: A comprehensive map of activities and touchpoints for each process phase, with identified pain points.
Week 3: Addressing Pain Points and Developing Solutions
Focus: Focusing on the identified pain points and brainstorming solutions.
Group Activities: Problem-solving workshops to address the pain points identified in the previous week, facilitated with prompts such as, «Develop strategic solutions to the critical pain points in your process map.»
Outcome: A set of strategic solutions to address the pain points in their business processes.
Week 4: Creating the Business Journey Map and Priority Matrix
Session 1: Developing the Business Journey Map
Duration: 1.5 – 2 hours
Focus: Constructing a detailed Business Journey Map that integrates the improved processes and solutions developed in previous weeks.
Group Activities: Interactive mapping exercises where participants visualize their entire business process flow, integrating the solutions for identified pain points. The session will be guided by prompts and facilitated discussions to ensure each step in the business process is clearly outlined and optimized.
Outcome: A comprehensive Business Journey Map that clearly defines each operational step, including the improvements and solutions for enhanced efficiency and effectiveness.
Session 2: Creating the Priority Matrix
Duration: 1.5 – 2 hours
Focus: Introduction and development of the Priority Matrix, categorizing and prioritizing key opportunities and solutions based on their impact and feasibility.
Group Activities: A workshop on how to use a Priority Matrix to strategically plan process improvements. Participants will learn to assess and categorize their identified opportunities and solutions, considering factors like impact, resource requirements, and urgency.
Outcome: An initial draft of the Priority Matrix, providing a structured approach to prioritize and implement the process improvements and strategic changes identified throughout the program.
Week 5: Formulating the Project Execution Manual
Focus: Translating the optimized process maps and business journey into a practical execution manual.
Group Activities: Guide creation sessions, where participants transform their process insights into a step-by-step manual, prompted by, «Convert your refined process map into a practical guide for daily operations.»
Outcome: A Project Execution Manual derived from the optimized process maps, serving as a hands-on guide for implementation.
Week 6: Integrating with ClickUp
Focus: Implementing the refined processes and solutions in ClickUp for effective management.
Group Activities: Training and practical application sessions on using ClickUp to manage the newly optimized processes, complemented by prompts such as, «Set up your ClickUp environment to reflect your optimized business processes and track improvements.»
Outcome: Participants will have their optimized processes, including solutions to pain points, integrated into ClickUp, establishing an effective system for ongoing management and improvement.
Project Deliverables
Process-Profit Roadmap
Leadership OKR development
Through our targeted process workshops, we align and define your business operations, ensuring a unified and optimized approach to process management. This deliverable provides a single, comprehensive version of your process map, detailing all functions and workflows.
Business Journey Map with Procedures and Agreements
We develop a detailed Business Journey Map that outlines each step of your operational procedures, complete with formal agreements to ensure clarity and uniformity across all business activities.
Project Execution Manual
Your deliverable will include a Project Execution Manual, which serves as a practical fieldwork guide derived from the process map. This manual is a step-by-step resource for implementing your business processes on the ground.
Priority Matrix and Roadmap
Receive a Priority Matrix to assess the impact and effort of our recommended strategic changes. Our roadmap offers a structured guide for achieving both your immediate and long-term goals.
Project Execution ClickUp Template (BONUS)
Receive a customized ClickUp template for project execution. This digital template translates your Process Execution Manual into an actionable format within the ClickUp environment, fostering efficient project management.
Six months of additional Slack support post-program (BONUS)
Key Tools and Platforms
ChatGPT
Leveraged for interactive prompts that guide participants through each stage of the strategic planning process.
Google Docs
Used for real-time collaboration and documentation, allowing participants to work together and receive immediate feedback.
ClickUp
Essential for project execution manual, with training on using this tool for effective tracking and management.
Slack
Offers ongoing support and a platform for community interaction, facilitating a network of continuous improvement and support.
