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Process

Internal process documentation and workflows

Overview

Internal process documentation covering operational workflows, approval processes, and standard procedures.

Process Categories

Client-Facing Processes

Process Documentation Owner
New client onboarding Client Onboarding Delivery
Status reporting SOPs Delivery
Deliverable review Quality Assurance QA
Engagement closeout SOPs Delivery
Issue escalation SOPs Account

Sales Processes

Process Documentation Owner
Lead qualification Lead Scoring Marketing
Discovery calls Discovery Stage Sales
Proposal development Proposal Stage Sales
Contract negotiation Negotiation Stage Sales

Operations Processes

Process Documentation Owner
Resource allocation Internal ops docs Operations
Time tracking SOPs All
Invoice generation Finance docs Finance
Contract management Contracts Operations

Process Improvement

Improvement Request

1. Identify issue or opportunity
2. Document current state
3. Propose improvement
4. Review with process owner
5. Pilot if significant
6. Implement and document
7. Communicate changes

Change Log

Date Process Change Owner
[Date] [Process] [Description] [Name]