A workbook designed to assist in the transition

of working with KimberCo Company.

PERSONAL
ASSISTANT
KIMBERCO COMPANY WORKBOOKS

Learn to perform exceed all expectations as a normal

course of business.

Written by
DR. KIMBERLY SHEDRICK
Personal Assistant
WEEKLY ASSIGNMENTS

CLIENT LIST
Personal Assistant ASSIGNMENT

MON: TUES: WED: THUR: FRI:

Personal Assistant

Personal Assistant

Personal Assistant

Personal Assistant

Personal Assistant

Personal Assistant
Process Title: __Membership(s)_______________________________VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

Membership Information Form ; Newsletter(s); Membership Representative; Membership Benefit Schedule; Tracking Metrics;
Storage File; New Member(s) Thank You Card ; Guest Facilitator Invitation Letter; Workshop Exercises; Journal(s)

COMPANY COST OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost: $_________;
Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $ ____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. Individual expresses desire to become a member 2. Membership Representative Escorts away to give form(s)

3. Provide Membership Information Form 4. Provide New Member with New Member Kit

5. Create Member(s) File (Include Member form and contact sheet) 6. Send Member(s) Thank you for Joining Card

7. Contact Member(s) to congratulate and answer any questions. 8. New Member(s) are listed in both the Newsletter and Bulletin

Membership Kit Includes

Membership Benefit List Yearly Calendar of Events Workshop/Program Schedule

r Letter Workshop/Program Description Program Weekly/Monthly Newsletter(s)

Member Thank you Card Community Referral Bulletin/List

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START
Visitor (yes)? Member (yes)? Member
Start Member (Y) Member Information
Rep. Provides Form
Process Kit/Information
Form

Document(s) Visitor (Y)

New Member
Decision Kit
Visitor
Information
Stop Card

Manual Operation Member File

Stop

Member Rep Member

New Member Thank you
Contact Member
Announcement Card
Bulletin
Newsletter

Newsletter
Consultant: ______________________________ Appt., Date: ___________  Follow Up Appt Scheduled Date: ________________ Time: _____________
Client Name: ________________________________________ Telephone No.: ________________________________ (provide client survey. Give time to complete)

Process Title: __Phase One –Entrepreneur training Program (Strategy Development) VER __File No.: __________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED FOR CLEINT ASSESSMENT
LLC Operating Manual; Project Planning Guidebook; Checklist Registration Form; Membership Form;
Training Courses Client Contact Information Needs Assessment CD Rom I Business Planning
Membership Benefits Form Project Planning Form Process File form To Do List Product Brochures
COMPANY COST (OUTPUT VALUE) & (INPUT VALUE) PER CLIENT:

Workshop Registration: #________$__________________ (paid) CONSULTING (TIME): ________________ Appt. time _________________Total time
Membership Level ____________$ ____________ (paid) BUSINESS COACH (TIME): _______________ Appt. time __________________ Total time
MENTOR (TIME): _______________ Appt. time __________________ Total time
Please list other services included in the cost provided above:
Travel Expense:_____________ (attach receipt) ; Assessment complete. (date): _____/______/_______ Document (qty): _____________ Cost: $_________;
Coach Name (list): ________________________ Mentor Name (list): ___________________________________ Case Mngr ___________________________;
Client Process: Describe the step-by step process in order to complete request from start to finish.

1. Discuss KimberCo University Brochure (services/products) 2. Discuss and Complete with Client’s - Needs Assessment (Stage Two Goal Wrksht)
3. Discuss Project Planning Guidebook (planning tools) 4. Review Workshops/Trainings/Seminars (Discuss Trainings w/ Client)
5. Provide Client workshop Registration Form 6. Schedule follow up Consultant Appts. (Follow Up: Review Assessment 1-2 weeks)
7. Advise Case Mgnr, Coach, and Mentor Options. 8. Complete Consultant Appt Form. List Appt. length, discussion, comments (Appt. Form)
9. Case Mgnr: File Consult Card, Case Form, Registration, etc. 10. Case Mgnr. Enters consult card, case form, registration form information in database
11. Schedule Client in automatic mailer database 12. Case Mgnr. Clients Database (assign#) – enter client info into database and file forms
13. Case Mgnr: Refer Client to Assigned Coach & Mentor 14. Case Mgnr: Review Assessment goals, objectives, and task with Coach/Mentor
15. Coach: Schedule client Appt (on-site) Review Assessment, 16. Mentor: Contact Client (phone appt). Schedule Follow up phone appts.

Case Management Client File Includes

Client Information Form Process File Forms (per meeting/completed) Registration Forms

Document Preparation Request Consulting Services Acceptance & Waiver Form Product listing

Checklist for Starting Business Organization Infrastructure (Legal) plan Organization Infrastructure (Organization)

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START

Start Develop Forms

Initial Consultation
Process Strategy

Document(s)
Implementation

Decision

Assessment
Stop Plans/To do
List/process
File forms
Manual Operation

STOP

Discuss Needs Review Project

Assessment Planning Guidebook
Workshops
Registration Product offers
Client Contact
Workshop
Information
forms
Process Title: __Recordkeeping (Contract(s) & Form(s))_____________VER ____A-1_____________________
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
Form(s) NEEDED

Membership Information Form Newsletter(s) Membership Benefits Yearly Donation Cards Newsletter Process
Form#: __________________ Form#: ____________ Form#: ___________ Form#: ______________ Form#: ____________
Newsletter Article Submission Sheet Members Thank You Card Guest Invitation Letter Workshop Exercises Membership(s) Process
Form#: __________________ Form#: ____________ Form#: ____________ Form#: ______________ Form#: ___________
Statutory Ag. Address Change Annual Reports App. Reser. Corp Name Certificate of Disclosure Declaration Tradename
Form#: __________________ Form#: _____________ Form#: ____________ Form#: ______________ Form#: ____________
Scholarship Process Articles of Restatement Articles of Incorporation Articles Organization Scholarship Nomination
Form#: __________________ Form#: _____________ Form#: _____________ Form#: _______________ Form#: _____________
Workshop Program Process 501 (c)(3) Application Form 501 (c)(3)Responses Wrkshp Preparation Process Run a Church Workshop
Form#: __________________ Form#: _____________ Form#: _______________ Form#: ______________ Form#: ____________
Workshop Registration Form Donation Total Worksheet(s) Workshop Worksheet Program Description(s) Wrkshp Sign-in Form(s)
Form#: __________________ Form#: _______________ Form#: _____________ Form#: _______________ Form#: ___________
Recordkeeping Membership Process Recordkeeping Donations Process Recordkping Excel Donation Recordkping Excel Members Visitor Card
Form#: __________________ Form#: ______________ Form#: _____________ Form#: ______________ Form#: ____________
Recordkeeping Accounts Payable Process Prayer Letter Bulletin(s) Participant Survey(s) Scholarshp Score Card(s)
Form#: __________________ Form#: ______________ Form#: _____________ Form#: ______________ Form#: _____________
Recordkping Excel Accounts Payable Newsletter(s) Church Web-site Pages Program Descriptions Program Summary
Form#: __________________; Form#: ______________ Form#: ____________ Form#: ______________ Form#: _____________
Confirmation Cards Donation Tracking Worksheet Program Schedules Program Calendar of Events Hospitality Process
Form#: __________________ Form#: ______________ Form#: _____________ Form#: _______________ Form#: _____________
____________________________ ________________________ ___________________ ____________________ ________________
Form#: _____________ Form#: _____________ Form#: _____________ Form#: _____________ Form#: _____________
____________________________ ________________________ ____________________ ____________________ ________________
Form#: _____________ Form#: _____________ Form#: _____________ Form#: _____________ Form#: _____________

Form(s) No.: & Contract(s) No.:

Membership Information Form(s) No.: 20000 (series) Scholarship Nomination Form(s) No.: 30000 (series) Scholarship Nomination Responses No.: 40000 (serie
Annual Report Form(s) No.: 50000 (series) Membership Correspondence Form(s) No.: 60000 (series) Donation Tax Deduction Card(s) No.: 70000 (series)
Membership Benefit Form(s) No.: 21000 (series) Process Card(s) No.: 80000 (series) Recordkeeping Process Card(s) No.: 90000 (series)
Visitor Card(s) No.: 10000 (series) Donation Total Worksheet(s) No.: 110000 (series) Newsletter(s) No.: 210000 (series)
Workshop Worksheet(s) No.: 310000 (series) Bulletin(s) No.: 410000 (series) Program Summary/Description(s) No.: 510000 (series
Confirmation Card(s) No.: 610000 (series) Donation Tracking Worksheet(s) No.: 710000 (series) Scholarship Score Card(s) No.: 810000 (series)
Guest Invitation Letter(s) No.: 910000 (series) Workshop Registration Form(s) No.: 120000 (series) Workshop Sign-In Form(s) No.: 220000 (series)
Program Description No.: 3200000 (series) Participant Survey(s) No.: 420000 (series) Newsletter Article Submission(s) No.: 520000 (series
Pamphlets, ‘How to Guide(s); No.: 620000 (series) Hospitality Form(s) No.: 720000 (series) Corporate Documents No.: 820000 (series)
Chron File (IN) No.:920000 (series) Chron File (OUT) No.:11 20000 (series) Workshop Exercises Form(s) No.: 2220000 (series)
Financial Worksheet(s) No.:3330000 (series) Member Thank You Card(s) No.: 4440000 (series) Spiritual Life Coach Form(s) No.: 5550000 (series)
Contract(s) – Mortgage No.: 6670000 (series) Contract(s) – Church Utilities No.:7770000 (series) Independent Contractor Ag. No.: 8880000 (series)
Contract(s) – Grant Form(s) No.: 9990000 (series) Contract /Strategic Alliance Partner Ag. No.: 150000 (series) Contracts Outgoing No.: 250000 (series)
Contract - Incoming No.: 350000 (series)
Process: Describe the step-by step process in order to complete request from start to finish.
1. Assign # for Each Form/Contract {review form #’s above) 2) Enter #, form/contract title/form creation Date/Contract Date
3) Store each form/contract in manila file folder w/ labels {labels include name & #} 4) Place form# on master form(s)/contract(s)
5) Enter #, form/contract title/form creation Date/Contract Date into Excel/Access 6) Update or Review Form(s)/Contract(s) 120 days
7) If Contact, enter contract termination date(s), price term(s), product/service {see list above for contact abbreviations.}
 Consultant: ______________________________ Appt., Date: ___________  Follow Up Appt Scheduled Date: ________________ Time: _____________
Client Name: ________________________________________ Telephone No.: ________________________________ (provide client survey. Give time to complete)

Process Title: ______________Workshop/Training Process ____VER ____A-1_____________________

*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED
Workshop Program(s) Description; Workshop Calendar; Workshop Program(s) specific to each program;
Program Guest/Facilitator Request Letter; Tracking Metrics; Workshop Confirmation Card;
Workshop Sign-In Sheet; Participant Survey; Completed Workshop program including facilitator(s)
and/or guest speakers, materials, scripts, and marketing strategies.
COMPANY COST (OUTPUT VALUE):
LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Material (list): _______________________________________ Cost: $________; Material (list): ___________________________________________ Cost: $_________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. Post-Workshop Preparation Process 2. Announce Workshop/Program(s)

3. Handout Registration Form(s) 4. Handout Workshop/Program Individual Program Descriptions

5. Announce Workshop/Program(s) weekly {Newsletter; Bulletin; Event Board} 6. Request Registration Form(s) 7-5 days prior to Workshop

7. Collect payment and list payment/clearing information on registration form 8. For all member(s) place copy of registration form in member file

9. Confirm Participant Attendance – either with a confirmation call or card. 10. If confirmed through card & no response, call participant.

11. Create list of program participants and provide to facilitator/guest speaker 12. Prepare name badges with each participant(s) name.

13 If necessary, price and purchase refreshments. 13. Give all form(s) and exercises to Facilitator/ Guest Speaker

14 Upon Completion of program, all materials should be returned to Church Administration.

Workshop/Program Documents to Complete with Content/Facilitator/Guest Speaker/ Materials Provided or Needed

Workshop Program Description(s) Workshop Program Calendar Workshop/Program(s) Schedule

Workshop/Program Individual Description Workshop/Program Facilitator Request Letter Workshop Confirmation Card(s)

Workshop Material(s) Workshop Exercises

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START Announce
Start Program Individual Program(s)
Announce Prepare & Provide
Registration Program Newsletter
Process Program(s) Form(s)
Form(s) Descriptions Bulletin

Document(s)

Participant Registration
Decision Process

Stop
Registration
Form(s)
Manual Operation 5-7 Days Prior

Confirm & Collect

Payment
Stop All materials
Content/Materials
Returned Participant Participant
To Facilitator If necessary plan/purchase Confirmation Card/Call
To Name tags List
Church refreshments
 Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START
Create File
Start Assign Contract# Enter #, Form/Contract, Folders
Process & Form# Date, Creation Date
(Select# from #’s provided)

Document(s)

File Forms
Decision Accordingly
Visitor Log Form in
Summary
Information
Stop Card

Manual Operation Excel Spreadsheet

Enter Information

Stop

120 Days
New Member If Contract, list Update or
Announcement Termination Date Review
Bulletin Price Terms Form(s)
Newsletter Renewal Date(s)
Product/Services

Newsletter

CONTRACT TERMS: Contract {K}; Termination Date {TERM}; Renewal Date {RENW}; In-Coming {KIN}; Out-Going {KOUT}; Chron-In – Mail Received In-house {ChIN];

Chron-Out – Mail Forward Out From The Church {ChOUT};

Process Title: __Recordkeeping (Workshop/Training Information)_____________VER ____A-
1_____________________
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

Workshop Total Tracking Form(s) ; Workshop Tracking File; Tracking Metrics; File Folder; Twelve (12) Tabs

COMPANY COST (OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost: $_________;
Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $ ____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. Create Workshop Tracking Form for each workshop/program 2. Enter Workshop/program specific information & amounts

3. Upon Completion of Workshop Finalize totals 4. Enter workshop/program information into excel database

5. Include Workshop/program revenue totals in Accounts payable/Balance Sheet 6. File Worksheet Tracking Worksheet into File Folder

Workshop/Program Worksheet Tracking & Form(s)

Workshop Tracking Worksheet Excel Database File Folders w/ (12) Tabs

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START
Workshop/ Enter Workshop
Workshop Program Workshop/Program
Start Program Totals
Tracking Worksheet w/
Worksheet
Process Information &
Amount Totals

Document(s)
Enter Workshop
Worksheet(s)
Totals into Excel
Decision

Stop
Enter Workshop
Worksheet(s)
Manual Operation Totals into Accounts
Payable Access/Excel

File Worksheet(s)
Stop In File Folder(s)
8Process Title: __Membership(s)_______________________________VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

Membership Information Form ; Newsletter(s); Membership Representative; Membership Benefit Schedule; Tracking Metrics;
Storage File; New Member(s) Thank You Card ; Guest Facilitator Invitation Letter; Workshop Exercises; Journal(s)

COMPANY COST OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost: $_________;
Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $ ____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. Individual expresses desire to become a member 2. Membership Representative Escorts away to give form(s)

3. Provide Membership Information Form 4. Provide New Member with New Member Kit

5. Create Member(s) File (Include Member form and contact sheet) 6. Send Member(s) Thank you for Joining Card

7. Contact Member(s) to congratulate and answer any questions. 8. New Member(s) are listed in both the Newsletter and Bulletin

Membership Kit Includes

Membership Benefit List Yearly Calendar of Events Workshop/Program Schedule

r Letter Workshop/Program Description Program Weekly/Monthly Newsletter(s)

Member Thank you Card Community Referral Bulletin/List

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START
Visitor (yes)? Member (yes)? Member
Start Member (Y) Member Information
Rep. Provides Form
Process Kit/Information
Form

Document(s) Visitor (Y)

New Member
Decision Kit
Visitor
Information
Stop Card

Manual Operation Member File

Stop

Member Rep Member

New Member Thank you
Contact Member
Announcement Card
Bulletin
Newsletter

Newsletter
 Consultant: ______________________________ Appt., Date: ___________  Follow Up Appt Scheduled Date: ________________ Time: _____________
Client Name: ________________________________________ Telephone No.: ________________________________ (provide client survey. Give time to complete)

Process Title: ______________Seminar Process ____VER ____A-1_____________________

*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED
Workshop Program(s) Description; Workshop Calendar; Workshop Program(s) specific to each program;
Program Guest/Facilitator Request Letter; Tracking Metrics; Workshop Confirmation Card;
Workshop Sign-In Sheet; Participant Survey; Completed Workshop program including facilitator(s)
and/or guest speakers, materials, scripts, and marketing strategies.
COMPANY COST (OUTPUT VALUE):
LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Material (list): _______________________________________ Cost: $________; Material (list): ___________________________________________ Cost: $_________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. Post-Workshop Preparation Process 2. Announce Workshop/Program(s)

3. Handout Registration Form(s) 4. Handout Workshop/Program Individual Program Descriptions

5. Announce Workshop/Program(s) weekly {Newsletter; Bulletin; Event Board} 6. Request Registration Form(s) 7-5 days prior to Workshop

7. Collect payment and list payment/clearing information on registration form 8. For all member(s) place copy of registration form in member file

9. Confirm Participant Attendance – either with a confirmation call or card. 10. If confirmed through card & no response, call participant.

11. Create list of program participants and provide to facilitator/guest speaker 12. Prepare name badges with each participant(s) name.

13 If necessary, price and purchase refreshments. 13. Give all form(s) and exercises to Facilitator/ Guest Speaker

14 Upon Completion of program, all materials should be returned to Church Administration.

Workshop/Program Documents to Complete with Content/Facilitator/Guest Speaker/ Materials Provided or Needed

Workshop Program Description(s) Workshop Program Calendar Workshop/Program(s) Schedule

Workshop/Program Individual Description Workshop/Program Facilitator Request Letter Workshop Confirmation Card(s)

Workshop Material(s) Workshop Exercises

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START Announce
Start Program Individual Program(s)
Announce Prepare & Provide
Registration Program Newsletter
Process Program(s) Form(s)
Form(s) Descriptions Bulletin

Document(s)

Participant Registration
Decision Process

Stop
Registration
Form(s)
Manual Operation 5-7 Days Prior

Confirm & Collect

Payment
Stop All materials
Content/Materials
Returned Participant Participant
To Facilitator If necessary plan/purchase Confirmation Card/Call
To Name tags List
Church Refreshments
Consultant: ______________________________ Appt., Date: ___________  Follow Up Appt Scheduled Date: ________________ Time: _____________
Client Name: ________________________________________ Telephone No.: ________________________________ (provide client survey. Give time to complete)

Process Title: __Phase One –Marketing consulting Program (Strategy Development) VER __File No.: __________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED FOR CLEINT ASSESSMENT
LLC Operating Manual; Project Planning Guidebook; Checklist Registration Form; Membership Form;
Training Courses Client Contact Information Needs Assessment CD Rom I Business Planning
Membership Benefits Form Project Planning Form Process File form To Do List Product Brochures
COMPANY COST (OUTPUT VALUE) & (INPUT VALUE) PER CLIENT:

Workshop Registration: #________$__________________ (paid) CONSULTING (TIME): ________________ Appt. time _________________Total time
Membership Level ____________$ ____________ (paid) BUSINESS COACH (TIME): _______________ Appt. time __________________ Total time
MENTOR (TIME): _______________ Appt. time __________________ Total time
Please list other services included in the cost provided above:
Travel Expense:_____________ (attach receipt) ; Assessment complete. (date): _____/______/_______ Document (qty): _____________ Cost: $_________;
Coach Name (list): ________________________ Mentor Name (list): ___________________________________ Case Mngr ___________________________;
Client Process: Describe the step-by step process in order to complete request from start to finish.

1. Discuss KimberCo University Brochure (services/products) 2. Discuss and Complete with Client’s - Needs Assessment (Stage Two Goal Wrksht)
3. Discuss Project Planning Guidebook (planning tools) 4. Review Workshops/Trainings/Seminars (Discuss Trainings w/ Client)
5. Provide Client workshop Registration Form 6. Schedule follow up Consultant Appts. (Follow Up: Review Assessment 1-2 weeks)
7. Advise Case Mgnr, Coach, and Mentor Options. 8. Complete Consultant Appt Form. List Appt. length, discussion, comments (Appt. Form)
9. Case Mgnr: File Consult Card, Case Form, Registration, etc. 10. Case Mgnr. Enters consult card, case form, registration form information in database
11. Schedule Client in automatic mailer database 12. Case Mgnr. Clients Database (assign#) – enter client info into database and file forms
13. Case Mgnr: Refer Client to Assigned Coach & Mentor 14. Case Mgnr: Review Assessment goals, objectives, and task with Coach/Mentor
15. Coach: Schedule client Appt (on-site) Review Assessment, 16. Mentor: Contact Client (phone appt). Schedule Follow up phone appts.

Case Management Client File Includes

Client Information Form Process File Forms (per meeting/completed) Registration Forms

Document Preparation Request Consulting Services Acceptance & Waiver Form Product listing

Checklist for Starting Business Organization Infrastructure (Legal) plan Organization Infrastructure (Organization)

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START

Start Develop Forms

Initial Consultation
Process Strategy

Document(s)
Implementation

Decision

Assessment
Stop Plans/To do
List/process
File forms
Manual Operation

STOP

Discuss Needs Review Project

Assessment Planning Guidebook
Workshops
Registration Product offers
Client Contact
Workshop
Information
forms
Consultant: ______________________________ Appt., Date: ___________  Follow Up Appt Scheduled Date: ________________ Time: _____________
Client Name: ________________________________________ Telephone No.: ________________________________ (provide client survey. Give time to complete)

Process Title: __Phase One –Marketing Assistance Program (Strategy Development) VER __File No.: _____________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED FOR CLEINT ASSESSMENT
LLC Operating Manual; Project Planning Guidebook; Checklist Registration Form; Membership Form;
Training Courses Client Contact Information Needs Assessment CD Rom I Business Planning
Membership Benefits Form Project Planning Form Process File form To Do List Product Brochures
COMPANY COST (OUTPUT VALUE) & (INPUT VALUE) PER CLIENT:

Workshop Registration: #________$__________________ (paid) CONSULTING (TIME): ________________ Appt. time _________________Total time
Membership Level ____________$ ____________ (paid) BUSINESS COACH (TIME): _______________ Appt. time __________________ Total time
MENTOR (TIME): _______________ Appt. time __________________ Total time
Please list other services included in the cost provided above:
Travel Expense:_____________ (attach receipt) ; Assessment complete. (date): _____/______/_______ Document (qty): _____________ Cost: $_________;
Coach Name (list): ________________________ Mentor Name (list): ___________________________________ Case Mngr ___________________________;
Client Process: Describe the step-by step process in order to complete request from start to finish.

1. Discuss KimberCo University Brochure (services/products) 2. Discuss and Complete with Client’s - Needs Assessment (Stage Two Goal Wrksht)
3. Discuss Project Planning Guidebook (planning tools) 4. Review Workshops/Trainings/Seminars (Discuss Trainings w/ Client)
5. Provide Client workshop Registration Form 6. Schedule follow up Consultant Appts. (Follow Up: Review Assessment 1-2 weeks)
7. Advise Case Mgnr, Coach, and Mentor Options. 8. Complete Consultant Appt Form. List Appt. length, discussion, comments (Appt. Form)
9. Case Mgnr: File Consult Card, Case Form, Registration, etc. 10. Case Mgnr. Enters consult card, case form, registration form information in database
11. Schedule Client in automatic mailer database 12. Case Mgnr. Clients Database (assign#) – enter client info into database and file forms
13. Case Mgnr: Refer Client to Assigned Coach & Mentor 14. Case Mgnr: Review Assessment goals, objectives, and task with Coach/Mentor
15. Coach: Schedule client Appt (on-site) Review Assessment, 16. Mentor: Contact Client (phone appt). Schedule Follow up phone appts.

Case Management Client File Includes

Client Information Form Process File Forms (per meeting/completed) Registration Forms

Document Preparation Request Consulting Services Acceptance & Waiver Form Product listing

Checklist for Starting Business Organization Infrastructure (Legal) plan Organization Infrastructure (Organization)

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START

Start Develop Forms

Initial Consultation
Process Strategy

Document(s)
Implementation

Decision

Assessment
Stop Plans/To do
List/process
File forms
Manual Operation

STOP

Discuss Needs Review Project

Assessment Planning Guidebook
Workshops
Registration Product offers
Client Contact
Workshop
Information
forms
Consultant: ______________________________ Appt., Date: ___________  Follow Up Appt Scheduled Date: ________________ Time: _____________
Client Name: ________________________________________ Telephone No.: ________________________________ (provide client survey. Give time to complete)

Process Title: __Phase One –Marketing training Program (Strategy Development) VER __File No.: __________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED FOR CLEINT ASSESSMENT
LLC Operating Manual; Project Planning Guidebook; Checklist Registration Form; Membership Form;
Training Courses Client Contact Information Needs Assessment CD Rom I Business Planning
Membership Benefits Form Project Planning Form Process File form To Do List Product Brochures
COMPANY COST (OUTPUT VALUE) & (INPUT VALUE) PER CLIENT:

Workshop Registration: #________$__________________ (paid) CONSULTING (TIME): ________________ Appt. time _________________Total time
Membership Level ____________$ ____________ (paid) BUSINESS COACH (TIME): _______________ Appt. time __________________ Total time
MENTOR (TIME): _______________ Appt. time __________________ Total time
Please list other services included in the cost provided above:
Travel Expense:_____________ (attach receipt) ; Assessment complete. (date): _____/______/_______ Document (qty): _____________ Cost: $_________;
Coach Name (list): ________________________ Mentor Name (list): ___________________________________ Case Mngr ___________________________;
Client Process: Describe the step-by step process in order to complete request from start to finish.

1. Discuss KimberCo University Brochure (services/products) 2. Discuss and Complete with Client’s - Needs Assessment (Stage Two Goal Wrksht)
3. Discuss Project Planning Guidebook (planning tools) 4. Review Workshops/Trainings/Seminars (Discuss Trainings w/ Client)
5. Provide Client workshop Registration Form 6. Schedule follow up Consultant Appts. (Follow Up: Review Assessment 1-2 weeks)
7. Advise Case Mgnr, Coach, and Mentor Options. 8. Complete Consultant Appt Form. List Appt. length, discussion, comments (Appt. Form)
9. Case Mgnr: File Consult Card, Case Form, Registration, etc. 10. Case Mgnr. Enters consult card, case form, registration form information in database
11. Schedule Client in automatic mailer database 12. Case Mgnr. Clients Database (assign#) – enter client info into database and file forms
13. Case Mgnr: Refer Client to Assigned Coach & Mentor 14. Case Mgnr: Review Assessment goals, objectives, and task with Coach/Mentor
15. Coach: Schedule client Appt (on-site) Review Assessment, 16. Mentor: Contact Client (phone appt). Schedule Follow up phone appts.

Case Management Client File Includes

Client Information Form Process File Forms (per meeting/completed) Registration Forms

Document Preparation Request Consulting Services Acceptance & Waiver Form Product listing

Checklist for Starting Business Organization Infrastructure (Legal) plan Organization Infrastructure (Organization)

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations. Include the
following shapes (start, process, documents , decision, stop, inner process.)
START

Start Develop Forms

Initial Consultation
Process Strategy

Document(s)
Implementation

Decision

Assessment
Stop Plans/To do
List/process
File forms
Manual Operation

STOP

Discuss Needs Review Project

Assessment Planning Guidebook
Workshops
Registration Product offers
Client Contact
Workshop
Information
forms
 KimberCo University© Contact List
Project Name: Personal Assistant Appointment/Assign Assigned to: Personal Assistant

Name Email

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )
 Full Name Email Address
Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )

Full Name Email Address

Tel ( ) - □ Work / Tel ( ) - □ Mobile □ Name: ____________________________
Best Time to Contact □ AM □ PM □ Needs Assessment (Free) □ Consultation Date ( )
Weekly Assignments
NAME: MONTH: YEAR:
MON: TUES: WED: THURS: FRI:
SUBJECT 1
SUBJECT 2
SUBJECT 3
SUBJECT 4
SUBJECT 5
SUBJECT 6
NOTES

Weekly Assignments

19
NAME: MONTH: YEAR:
MON: TUES: WED: THURS: FRI:
SUBJECT 1
SUBJECT 2
SUBJECT 3
SUBJECT 4
SUBJECT 5
SUBJECT 6
NOTES

Weekly Assignments
NAME: MONTH: YEAR:
MON: TUES: WED: THURS: FRI:

20
 NOTES SUBJECT 6 SUBJECT 5 SUBJECT 4 SUBJECT 3 SUBJECT 2 SUBJECT 1
MON:
TUES:
WED:
THURS:
FRI:

21
 Week of
Monday Tuesday

Number Name Name Number

10

11

12

Wednesday Thursday

Number Name Name Number

10

11

12

Friday Saturday/Sunday

Number Name Name Number

10

11

12

3
4

5
 Week of
Monday Tuesday

Number Name Name Number

10

11

12

Wednesday Thursday

Number Name Name Number

10

11

12

Friday Saturday/Sunday

Number Name Name Number

10

11

12

3
4

5
 Week of
Monday Tuesday

Number Name Name Number

10

11

12

Wednesday Thursday

Number Name Name Number

10

11

12

Friday Saturday/Sunday

Number Name Name Number

10

11

12

3
4

5
 Week of
Monday Tuesday

Number Name Name Number

10

11

12

Wednesday Thursday

Number Name Name Number

10

11

12

Friday Saturday/Sunday

Number Name Name Number

10

11

12

3
4

5
 Week of
Monday Tuesday

Number Name Name Number

10

11

12

Wednesday Thursday

Number Name Name Number

10

11

12

Friday Saturday/Sunday

Number Name Name Number

10

11

12

3
4

5
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
Process Title: __ VER ____A-1_____________________ (complete in pencil)
*Review/ Revise 90 days. If any modified, fill out a new process card, and include the version of the revision in the new process title. DO NOT DISCARD ANY PROCESS.
ITEMS NEEDED

; ;
; ;

COMPANY COST (CHURCH OUTPUT VALUE):

LABOR/MANPOWER (TIME): $__________________
OTHER THAN PERSONAL SVCS COST: $ __________________
Please list other services included in the cost provided above:
Guest Speaker Cost: $ _______; Material (list): _________________________ Cost: $________; Material (list): _________________________ Cost:
$_________; Material (list): ______________________________ Cost: $ ____________; Material (list): ___________________________________ Cost: $
____________;
Process: Describe the step-by step process in order to complete request from start to finish.

1. 2.

3. 4.

5. 6.

7. 8.

___________________________Kit Includes

Process Map: Draft a flow chart which demonstrates the process identified above. Please include the decision points, time frames, and other considerations.
Include the following shapes (start, process, documents , decision, stop, inner process.)
START
`1Z

Process

Document(s
)

Decision

Stop

Manual
Operation
 March 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30 31

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

april 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

june 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

july 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

august 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

september 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

may 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

october 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

november 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6
 Evening Evening Evening Evening Evening

december 2015

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Mon [Date] Tue [Date] Wed [Date] Thur [Date] Fri [Date]
8 8 8 8 8

9 9 9 9 9

10 10 10 10 10

11 11 11 11 11

12 12 12 12 12

1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

6 6 6 6 6