Start by viewing the five profiles listed below and the recommended solutions for each. Look for similarities to your own scenario and choose the suggested solutions that best address your situation. Please note that these are suggestions only and are, in no way, set prescriptions to address your specific needs.
You are also welcome to contact us to discuss your needs and possible solutions. We’ll listen and help.
Please download the free samples, which will show you the content and format of each manual.
Small Business – Planning for Growth
Background:
- Launched home remodeling firm 2 years ago.
- Employees: 8
- Revenue: $940,000
- Scenario: Planning to double size over next 24 months.
Needs:
- Tips on how to develop policy/procedures
- Inexpensive employee policies for regulatory compliance
- Industry-specific procedures for his business
Recommended Solutions:
| 1. How to Write Policies and Procedures 2. Employee Handbook Template 3. Industry-Specific Supplement |
Free $59.95 $89.95 |
| Total Package: $149.90 | |
| Additional Consideration: Business Procedures Sampler |
$595.00 |
“We need quick and inexpensive employee policies.”
John Jakes
Owner
JJ Remodeling
Midsized – Adapting to Change
Background:
- Manages several functions, including purchasing, payroll, bookkeeping. Reports to VP.
- Employees: 35
- Revenue: $5,350,000
- Scenario: Family-owned firm is transitioning generations and wants to update operations
Needs:
- Policy & procedure templates for accounting and HR.
- Easy to use, editable format with updates.
- Fast delivery and satisfaction guarantee.
Recommended Solutions:
| 1. How to Write Policies and Procedures 2. CFO Accounting Policies Procedures Manuals |
Free $1,995.00 |
|
| Total Package: $1,995.00 | ||
| Additional Consideration: OnPolicy Software (25 Users) |
$990.00 | * |
“I’m tasked with recommending ways to improve our day-to-day operations.”
Cynthia Robbins
Office Manager
Excel Printing Company
Corporate – Improving Results
Background:
- Recently appointed firm’s first CFO. Eager to make a mark by strengthening internal controls.
- Employees: 247
- Revenue: $46,000,000
- Scenario: Outside audit report cited accountability lapses in critical areas, undermining integrity of financials and compliance.
Needs:
- Consistent, company-wide procedural manuals.
- Process development instruction for key managers.
- Document control system.
Recommended Solutions:
| 1. CEO Company Policies Procedures Manuals 2. OnPolicy Software (70 Users) |
$2,095.00 $2,490.00 |
* |
| Total Package: $4,585.00 | * | |
| Additional Consideration: Process Development Training(on-site, 2 days) |
$3,000.00 plus travel |
|
“My firm hired me to improve company performance using a stronger control structure.”
Ted Powell
CFO
Amtech Industries
Enterprise – Strengthening Our Organization
Background
- Successful local retail chain is launching 400 store nationwide franchise system within year.
- Employees: 6,000 (proj.)
- Revenue: $150,000,000 (proj.)
- Scenario: Financing for expansion is contingent on establishing an effective management program.
Needs:
- Outside expertise to analyze business requirements.
- Project management team to guide development.
- Customized training for effectiveness program.
Recommended Solutions:
| 1. OnPolicy Software 2. Gap Analysis (two days) 3. Consulting Engagement |
Variable $3,000.00 Hourly fee |
* |
| Total Package: Variable | * | |
| Additional Consideration: Process Development Training (on-site, 2 days) |
$3,000.00 plus travel |
|
“We need a full-service team to deliver solutions that get results.”
Linda Butler
Sr. VP Business Development
California Leather Goods
Background:
Consultant – Advising My Client
Background:
- Technology client company
- Employees: 310 (client)
- Revenue: $34,000,000 (client)
- Scenario: Client needs to be certified to ISO 9001 to win major contract and has hired Chimed to manage project and outsource training and other certification requirements.
Needs:
- Quality Management System documents and forms
- Indoctrination on the ISO 9001 Quality Management standard
- ISO Auditor Certification
Recommended Solutions:
| 1. ISO 9001 Procedures Manual 2. Internal Auditor Training(2 days) 3. Process/Procedure Writing Training (2 days) |
$595.00 $595.00 $995.00 |
|
| Total Package: 2,185.00 | ||
| Additional Consideration: OnPolicy Software (300 users) |
$9,950.00 | * |
“I’m serving my client by finding resources to help them achieve their goal of ISO certification.”
Lewis Walker
Quality Manager
Chimed Group, LTD
* Recurring annual subscription
