Take Control of Your Business 

Mission Statement: We will serve ten new clients, sell 25 courses, and receive 98% customer satisfaction with our services by 2024 because our services create efficiency, organization, and direction.

Our clients enjoy the freedom of re-training individuals, have better marketing and hiring methods, and are prepared for growth.

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Be the Leader You Are the Easy Way

Imagine going on an extended vacation, and your company continues to run smoothly.  

With your Operations Manual your company is consistent, organized, and efficient. Potential problems are identified and solutions documented for resolution of other situations. Your customers and staff have fewer complaints and know exactly what and how to do it.

The Leader’s Handbook

What Does the Operations Manual Do?

Mission StatementStaff, Clients, and Stake Holders understand the business goals, which creates a higher productivity level and improves engagement.

Vision Statement – When providing enough detail so individuals can imagine what it will be like when they get there helps them make better decisions, inspires, and motivates.

Core Values – People in your business make good decisions by applying these values to new challenges. It enhances the company when everyone is on the same page.

Company Story – Employees, Customers, and Stake Holders will not just know your strategic vision – they will understand it.

Organization Charts – Quickly identify the hierarchy for seniority and show what areas are responsible for what tasks. It is also used in document management to develop the hierarchy.

Policies – Offer staff guidelines and principles regarding compliance with the business’s core values, laws, and industry regulations.

Procedures – They save considerable time and reduce mistakes while improving efficiency. It empowers employees with confidence and ownership while ensuring compliance.

Job Descriptions – They Identify the skills and abilities required for a position. Employees understand the expectations, and it helps gauge performance. Building a complete package for onboarding and training includes the policies, procedures, and access required.

Vision Action Steps – Break down your Mission Statement, Vision Statement, and Story with practical action steps to reach your objectives.

A well-thought-out manual utilizes each section in various ways to reduce mayhem, frustration, stress, cognitive problems, mistakes, wasted time and money.

 The Operations Manual

  • Mission Statement
  • Vision Statement
  • Core Values
  • Business Story
  • Organization Chart
  • Policies
  • Processes
  • Job Description Package
  • Vision Plan Action Steps

What if you have no time?

There are a few templates that require your input for me to reach a better understanding. Other documentation is prepared by me with your staff and through providing my services. 

What is your style?

This manual and other strategies need to be interesting, informative, accurate and not condescending. It should motivate and inspire others, and increase confidence. It needs to be on every desk and referenced regularly because it is valuable.


Scott Van Berkel

Cheryl is a strong work performer and well-organized with a strong work ethic. Her experience across several industries and with large corporations and smaller companies is an asset. She has broad experience in a wide variety of assignments and projects. I would highly recommend Cheryl, as your organization will not be disappointed.

Les Markiewicz

Cheryl directly supported me as well as my management team. Cheryl was always eager and cheerful. She seemed to always want to take on more work, learn more and contribute as much as possible daily. Importantly, she was a quick learner, never seemed to have to explain anything to her more than once, and was very good at anticipating requirements. She was always prompt, professional and to the point, and she had an exceptionally well-organized desk and filing system. I can't speak more highly of her in this role!

Erin Vogt

In a noisy, cluttered digital world, Cheryl brings calm, humour and common sense to the table. Practically, she showed me how to organize and simplify emails and online files in my coaching business. Her structured approach is easy to follow and she ensures I understand by investing extra time and attention where it is needed. Personally, Cheryl is warm, inviting and cheerful. I love sharing zoom rooms with her in our online network (CIBN Connect). She is a mentor, a dear friend and a source of real support. Stop scrolling and meet with her, you will be hiring her in no time!

Wendy Kraft

I wholeheartedly recommend Cheryl Erickson. We have been working together for 2 years now. Cheryl makes certain that she understands the need and then accesses the most efficient route to as full a solution as possible.

If you are looking for "Johnny-on-the-Spot," you just found her.... and talk about a pleasure to work with! I have never met anyone quite like Cheryl, and her skillset is outstanding. You will not want to miss the opportunity to have an exploratory conversation with Cheryl Erikson!

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