Case Studies #2

• Background:
  • Restaurant with a successful 40 year history desiring to have policies and procedures identified, developed, organized, and compiled into formal documentation; SOP’s (Standard Operating Procedures), Training Manuals, and Certification Programs.
    
• Analysis & Recommendations:
  • Review and confirm existing policies and procedures, and training and certification materials
  • Update and compile changes for implementation upon release of the new business documents
     
• Actions:
  • We gathered and evaluated available documentation
  • Determined types of documents to be generated and developed a format for each
  • Identified and developed job descriptions
  • Created a knowledge base and change history platform
  • Wrote step by step procedures for use in training and day to day operations
  • Centralized forms and checklists
  • Generated quizzes and certifications
    
• Results:
  • Professional, organized, and detailed company SOP’s, and training and certification materials
  • Informed and educated employees focused in the same procedural direction as ownership and management
    
• Future:
  • The restaurant ownership is now considering offering franchise opportunities and utilizing our documentation as part of their package for distribution to franchisees.