Focused Process Review · $499 USD

Nationwide process improvement consulting

When delays, rework, or inconsistent workflows keep coming back, examine what is getting in the way. Start with one recurring problem, practical changes, and a way to measure progress.

If there’s a fit, we’ll arrange a free 20 to 30 minute call. You’ll agree on scope and fees before any paid work begins.

One problem, one teamWritten recommendationsA way to measure progress
Your written findings

A practical plan.
A clear next step.

  1. Understand the obstacle

    Findings and limits of the evidence

  2. Choose what to change

    Three prioritized recommendations

  3. Check whether it helps

    A simple way to measure progress

Review the findings together

Process Review deliverables, illustrated.
One problem, one team

A focused Process Review is $499 USD.

A fixed-price review of one recurring problem within one team. Get practical recommendations you can use independently.

What we review

  • One agreed workflow or performance problem within one team
  • Up to two short conversations with the manager and someone doing the work
  • Relevant procedures and a small sample of work records, reviewed remotely

What you receive

  • Written findings that explain likely obstacles and the limits of the available evidence
  • Three prioritized recommendations and a simple way to measure progress
  • A 30-minute findings meeting to explain the recommendations and answer questions

We agree on the records to review and confirm your delivery date in writing before paid work begins. If the problem needs more extensive investigation, we discuss the scope and fee with you first.

The $499 covers the review, written findings and findings meeting. Your team carries out the changes and collects follow-up results. Implementation support is optional and scoped separately; there is no requirement to buy a broader diagnostic or retainer.

What the written findings can look like

Fictional $499 Process Review excerpt. The records and conversations below are invented; no client results are claimed. Your findings depend on the agreed problem and available evidence.

Open the example: experienced team, missed deadlines

The decision: A service team keeps missing agreed completion dates. The manager is considering another round of training, although the staff know the routine and reminders have not changed the pattern.

Evidence reviewed: The current priority procedure, the team's completion report, 20 completed work orders of one type and two short conversations. The records include original due dates and notes about priority changes.

The pattern: Eight of the 10 jobs paused for a rush request finished late. Two of the 10 without a recorded interruption finished late. The completion report counts finished jobs but does not show overdue work still in progress. Both conversations describe several people changing priorities without deciding which existing commitment moves.

Finding and limits: Priority conflicts are worth testing before commissioning more training. These records do not establish that interruptions caused the delays. Job difficulty and time spent are not recorded well enough to rule out other explanations, and this sample excludes unfinished work.

Three prioritized recommendations

  1. Make priority decisions explicit. Agree which requests can interrupt scheduled work and who resolves conflicts, using the team's existing response commitments.
  2. Trial one queue for this work type. Review older active jobs before starting more routine work. Log each urgent override, the job it displaces and the person who needs an updated completion estimate.
  3. Include unfinished work in the review. Show jobs due, overdue and waiting alongside completions. Keep the original promised date visible when a date is revised.

How to judge the test: Of all jobs due in the period, how many finished by their original agreed date? Also track the age of unfinished work and whether urgent requests still meet existing response commitments. Moving a promised date must not count as improved performance. Compare similar work types and note changes in workload.

In the 30-minute findings meeting: Review the evidence limits, agree what would make the queue trial workable and identify what still needs checking. The client decides whether to run it. Implementation and follow-up data collection are separate from the $499 review; no improvement is claimed in this fictional example.

The broader diagnostic sample shows a more extensive investigation, with a process map and evidence register.

Where we start

Typical problems we examine

You do not need to know the technical label for the problem before contacting us. Start with what is happening in the work.

01

Process inconsistency

The same process is performed differently across employees, teams, locations, or shifts.

02

Implementation drift

A new procedure or workflow exists, but implementation is unreliable, partial, or deteriorating.

03

Training that does not transfer

Training was delivered, but the expected behavior is not consistently showing up in day-to-day work.

04

Recurring bottlenecks or rework

Delay, error patterns, rework loops, or handoff failures continue despite repeated attempts to fix them.

05

Management processes that are not happening reliably

A defined process, such as required feedback meetings, reviews or follow-up steps, is not being implemented consistently.

How we examine the problem

Define the gap before prescribing the fix.

Our business process improvement consulting begins by defining what is happening now, what should be happening instead, and how the difference can be observed or measured. From there, we examine the conditions surrounding the work rather than jumping straight to a preferred solution.

The $499 Process Review combines up to two short conversations with a review of relevant procedures and a small sample of work records. A broader diagnostic can examine more evidence, map the workflow, and include direct observation where appropriate and agreed in scope.

For example, a slow approval process might reflect missing information, unclear decision authority, competing priorities, or limited capacity. A process map shows where work waits; the analysis tests which explanation fits. See how we approach workflow bottlenecks.

Client project · The Homework Monitors

Helping tutors follow through, from preparation to session notes.

The Homework Monitors needed more consistent preparation, session routines and follow-up documentation across its online tutoring team. We helped turn those expectations into clear steps tutors could follow and managers could review.

A shared session checklist

Review the plan and materials, confirm the session objective, follow the agreed sequence, and record the next action and who is responsible.

Training tied to daily work

Brief training activities clarified the session steps, including completing each session summary within 24 hours. Interviews, approved observations and performance records informed the work.

Weekly manager feedback

Managers reviewed completed steps, recognized specific examples of effective work, discussed what was getting in the way, and agreed on an action to check the following week.

See the project results
The Homework Monitors · Results

What changed over 12 weeks.

The project involved 20 tutors and four managers. We tracked session-step completion, summaries finished within 24 hours, and weekly manager-feedback meetings. The results below compare the baseline with the final four weeks, as published by The BASN.

Reported project results: baseline compared with the final four weeks
MeasureBaselineFinal four weeks
Defined tutoring-session steps completed58%91%
Session summaries completed within 24 hours62%94%
Scheduled weekly manager-feedback meetings completed35%90%

These figures describe employee performance and service delivery. Student grades and executive-functioning outcomes were not measured. The comparison alone does not establish which part of the project caused the changes.

For an organization facing inconsistent work, this example shows how a defined routine and regular feedback can be connected to observable measures. A 12-week project has a different scope from the $499 Process Review or an initial diagnostic; your proposal defines the work, fee and delivery date.

Source: The BASN’s Homework Monitors project, including its session checklist and manager-feedback prompts.

To see the format of a written diagnostic, view our separate fictional scheduling sample.

When the problem needs more investigation

A broader diagnostic starts at $1,500 USD.

The Performance & Process Diagnostic examines a defined workflow or performance problem in greater depth. It includes a process map, a record of the evidence behind each finding, and an implementation roadmap. You can begin here if this scope fits your problem.

Starting scope

  • Remote review of the agreed workflow and available records
  • Up to three stakeholder interviews
  • A process map, evidence register, and prioritized recommendations
  • A measurement plan, implementation roadmap, and findings meeting

Plan for 2 to 3 weeks

This planning window begins on the agreed start date, once the required records and stakeholder access are available. Your proposal confirms the fixed fee and schedule for your project.

Additional teams or workflows, on-site work, extended data collection, and implementation support are scoped and quoted separately.

You can use the diagnostic findings independently. Implementation support is optional and agreed separately.

Explore the broader diagnostic

How the broader diagnostic works
01Define

Current state, desired state, observable gap, and metric.

02Examine

Data, workflow, roles, handoffs, procedures, stakeholder input, and direct observation where appropriate.

03Analyze

Actual versus intended process and the conditions that may influence performance.

04Evaluate

Evidence quality, limitations, alternative explanations, confidence, and remaining measurement needs.

05Recommend

Finding → evidence → proposed change → mechanism → metric → test.

Full list of broader diagnostic deliverables
01Problem definition

Clear statement of the performance gap and why it matters.

02Current vs. desired performance

Observable description of what is happening now and what should happen instead.

03Measurement definition & baseline

A practical way to quantify the gap and verify improvement.

04Current-state process map

How the work actually moves through roles, steps, and handoffs.

05Evidence register

Finding-by-finding record of evidence, limitations, alternatives, and confidence.

06Contributing-variable analysis

Conditions that the available evidence suggests may be affecting performance.

07Prioritized recommendations

Changes ranked by expected usefulness, feasibility, and evidentiary support.

08Measurement & verification plan

How to determine whether the selected changes actually work.

09Implementation roadmap

Practical sequence for acting on the recommendations you choose.

10Executive findings meeting

Direct review of the evidence, conclusions, limitations, and next decisions.

Scope boundaries

Where our process consulting can help.

Designed for

  • Process consistency
  • Implementation reliability
  • Training transfer
  • Workflow bottlenecks and rework
  • Defined management-process implementation

Outside our consulting scope

  • Culture assessment or enterprise redesign
  • Compensation design
  • Individual hiring, firing, promotion, or discipline decisions
  • Harassment or discrimination investigations
  • Legal, regulatory, cybersecurity, clinical, financial, or accounting advice
  • Safety-program consulting
Project fit

A strong engagement usually has four things.

01A specific problem

The operational gap is important enough to warrant focused outside analysis.

02A definable outcome

We can describe what better performance should look like.

03Access to the work

The client can provide the information, people, and process access needed to examine the problem.

04Ability to act

A sponsor has enough authority to implement recommendations if the evidence supports them.

If the evidence is not yet sufficient, the right answer may be to measure first. We would rather recommend more measurement than manufacture certainty.

Before we work together

Questions you may be weighing.

What does a process improvement consultant actually do?

A process improvement consultant examines how work moves through an organization, where performance falls short, and what may be contributing to the gap. Our $499 Process Review provides written findings, three prioritized recommendations, and a way to measure progress. The broader diagnostic adds a process map, a detailed evidence register, and an implementation roadmap.

Do you provide consulting nationwide?

Yes. We provide process improvement consulting nationwide for organizations across the United States. The $499 Process Review is delivered remotely. We agree on the problem, records, conversations and delivery date before work begins. Any on-site work is scoped and quoted separately.

How is this different from more training?

Training can help when people need knowledge or practice. It may not resolve unclear responsibilities, missing information, inaccessible tools, or conflicting expectations. We examine those conditions alongside training needs before recommending a response.

What if our data is incomplete?

Start with what you have. When agreeing scope, we check whether your procedures, a small sample of records and up to two short conversations can support a useful $499 review. If more evidence is needed, we explain what is missing. Direct observation or extended data collection would need separate scope.

How much does a review cost, and how long does it take?

The focused Process Review is a fixed $499 USD for one recurring problem within one team. We confirm its delivery date in writing before work begins. A broader diagnostic starts at $1,500 USD, with a planning window of 2 to 3 weeks once the required records and stakeholder access are available. Each proposal confirms the scope, fee, and schedule. See the $499 review or review the broader diagnostic.

Do we have to buy implementation support afterward?

No. Both the Process Review and the broader diagnostic stand on their own. If additional support would be useful, a separate project can be scoped around the recommendations you choose. There is no automatic ongoing retainer.

How will we know whether a change helped?

The $499 review recommends a measure tied to your problem and explains how your team could check progress. We identify what the available records can tell you and where more measurement is needed. Your team runs the test and collects follow-up results unless additional support is agreed separately. The broader diagnostic includes a fuller measurement and verification plan. Read more about our approach to evidence and measurement.

Have a process problem you can’t quite explain?

Describe what is happening. We will help you determine whether the $499 Process Review or a broader diagnostic fits your problem.

Tell us what’s not working