Process Design Program
Transform scattered actions into scalable processes
Are you and your team feeling a little all over the place?
Take a closer look, your people problems are process problems in disguise.
(Don’t worry, that means we can fix it)
Bring ease to the inner workings of your business as you grow
It’s not hard to get bogged down by the amount of digital applications needed to run your growing service-based business.
What tools should you use? Which ones will work well together? How do we set it all up to genuinely help our team be more productive?
Figuring all of this out can be frustrating and take you away from what you want to be doing: building relationships with potential clients and helping your existing ones.
Create better experiences for your team and clients
Often, we’ll try to fit into pre-existing molds and off-the-shelf solutions. Only to find ourselves caught in a cycle of trying one new tool or method after the other—because nothing completely fits your team’s needs.
Leaving everyone feeling a little all over the place or spread thin trying to keep up. Which means it’s not their fault when stuff slips through the cracks. It’s that system in place isn’t setting them up for success.
The fix? Re-examine how you plan and organize your operations.
Design your operations to align with your specific needs and goals
How do your collective day-to-day actions align with your overall business goals?
To do this, we take a “Workflow first, tool second” approach.
That means set up your processes to reflect how things actually get done and the experience you want to create for everyone, by:
- Examining how you and your team naturally work together—whether that’s a small in-house team or a network of contractors.
- Identifying where you want to improve and clean up your operations to make life easier.
- Then, making the tools you want to use to work for you (instead of the other way around).
(By the way, this program is best suited for businesses with 3 or more people. If you’re an entrepreneur, freelancer, or consultant looking to get organized on your own, check out these pages: operations planning or personal productivity!)
Incrementally improve how you structure and organize your business
Process development workshops
As your business grows and changes so do your systems. It can feel a little daunting and take some time to make effective changes.
To tackle this more sustainably, focus on incremental and continuous improvement with monthly or quarterly process development workshops, reviews, and action plans.
Types of processes we can look at:
Team Experience
- Team and project management
- Marketing and content systems
Client Experience
- Service delivery
- End-to-end service experiences
How will we do this?
Process design is iterative
At regular intervals, we’ll look at friction points and strategize and improve your operations. While you’re implementing, we’ll document and collect feedback to continue to make sure everything is headed in the right direction.
How it works:
Uncover
Identify friction points
Uncover areas for innovation and improvement
We’ll take a look under the hood, find your roadblocks, and recommend ways to eliminate them.
Co-Create
Organize and improve
Collaborate to identify small tweaks that can make a big difference in your day-to-day
We’ll visualize how to structure, and organize different parts of your business so things can run a lot smoother, help cut costs, and accelerate growth.
We do these through co-creation workshops via video call, so they can be done from anywhere!
Track
Implement and document
Keep track of things and record updates along the way
Document what you do, how you do them, and the steps you take in a way that straightforward, easy to share and use across your team.
Adapt
Get feedback and iterate
Continually respond to feedback to adapt and improve
Implementation is iterative—continue to develop and adapt as you grow.
Go from reactive to proactive
You’ll start to see some changes:
Clear steps to guide your team
Everyone has what they need to be successful at work and things get done more consistently
Stop being a bottleneck in your own business
Your team won’t need to wait on you to answer their questions to get things done
Build simple, scalable, and repeatable processes
No more guesswork to decide what to do next or how to engage people, know what to do and when to do it
More delightful and consistent experiences for your clients
Now you and your team can focus on delivering higher quality experiences and serving more people better
What's it like working with Monisha?
"Monisha created an amazing Project Management/CRM database for me.
I have Attention Deficit Disorder, and I needed a system to organize myself as an entrepreneur. She was very patient listening to how off the shelf organizational systems (paper and electronic) were not working for me.
She met with me to fully understand my needs for this system, and then she even threw in some things that I did not expect. Working with Monisha has exceeded all my expectations. The database she built for me is life-changing."
- Fara Grim, Community Manager
"My experience working with Monisha was thorough, professional and enjoyable. Monisha helped build the infrastructure we need for a growing organization to instill best practice for our CRM as well as mapping and tracking our key processes.
Flexible in her approach we now have working tools that are being used by the team. I really appreciated having tangible [documentation] as an output that I can continue to refer to."
- Sophia Cheng, Communications Manager, If Not Us Then Who?
"Working with Monisha is always a pleasure from start to finish. I’ve relied on her strategic thinking and detailed approach many times to help us determine the best way to approach the execution of a project. Including when we needed to come up with a plan to complete 400 graphics in 14 months.
She has always integrated very well with our overall team and has seamlessly handled content development and oversight, design management, development coordinating, and any other project management needs we had. Not to mention the strategic mind and thoughtful approach she brings to ensure each project meets its intended goal effectively and efficiently. With Monisha on board, I know we’re always in good hands!"
- Jonathan Sweet, Senior Producer, Column Five Media
"Monisha is amazing, for me she is a business optometrist.
You come to her with a blurry vision of what you should do about your business and she provides you with the perfect diagnosis and treatment and suddenly your vision is fixed and you end up with a powerful strategy to put that in motion.
I will definitely recommend anyone to work with her and will call her again when I need.
"
- Gwenaelle Lequeux, Founder
Your Options
Depending on your needs we can do either one-off, quarterly, or monthly sessions.
🌱
One-Off Session
- Key existing process review and recommendations
- 1 Process development workshop
- Action steps
- Checklist
USD $600
🌳
Quarterly Sessions
- Ongoing process reviews and recommendations
- 1 Process development workshop per quarter
- 1 quarterly strategic planning session
- Action Steps
- Checklist
- Documentation and visualized workflows
- Unlimited communication (email/chat support)
USD $700/mo
🚀
Monthly Sessions
- Ongoing process reviews and recommendations
- 3 Process development workshops a quarter (1 per month)
- 1 quarterly strategic planning session
- Action Steps
- Checklist
- Documentation and visualized workflows
- Tool reviews and recommendations
- Facilitate and collect team feedback for quarterly planning sessions
- Unlimited communication (email/chat support)
USD $1300/mo
Ready to get started?
Schedule a free planning call to chat about the option you’re interested in.
FAQ's
Since you and your team run your business day-to-day, it’s important we make strategic decisions together, so that you are able to successfully implement them afterwards.
Co-creation workshops are time-bound allow us to to maximize your input and minimize the time you’d ordinarily spend on solving these problems.
We do most of the preparation work before and after, including documentation.
Send me a message monisha @ monishabajaj.co or contact me through this form.