MOXIE’s Support Services

MOXIE's services support small business owners to make more money while reducing your workload by assessing your business’s workflows, organizing processes, and providing structured organizational documents tailored to your specific business needs.

What does MOXIE do?

Operations Process-Flow Documentation

Ever stop and think about HOW you do things in your business… or are you just on autopilot?

This service gives you space to pause, look at your Operations Process-Flows, and see where you can save time & money.

Employee Processes & Documents

Are you struggling with brining employees on? How about keeping them? What about training them?

This service provides your business with the necessary Employee processes & documents to mitigate risks & save money.

Board of Directors & Nonprofit Documents

Do you feel like no one is on the same page with your nonprofit’s Board? Do your Director’s know their duties and direction?

This service provides important guidance for your nonprofit and Board of Director’s activities, mitigating risks & saving time.

Company Policies & Training Manuals

Do you have to stop your work to answer questions from staff? Is it taking longer than it should to train your staff on their duties?

This service provides your business with documented policies and training manuals, saving you time & money in the long run.

Miscellaneous Business Documents Support

Do you have other business documents you’ve been meaning to do, but haven’t had the time or brains space to do them?

This service takes those miscellaneous documents off your plate, freeing you from stress & saving you time.

Processes & Standard Operating Procedures

Are you tired of having to repeat yourself? Are you finding yourself doing extra work your staff should have done?

This service provides documents for all your business’s processes and procedures, saving you time & money in the long run.

Document Follow-Up Support

Your small business is like a baby, it changes and grows… so too should your policies, processes, and procedures.

This service provides you with updates to your documented policies, processes, and procedures, supporting continued growth.

Document Implementation Support

You can lead a horse to water, but you can’t make them drink. Documenting things doesn’t mean they will automatically have their desired effect.

This service puts your documents to work for you and your business, where the fruits of your labor will make you more money, while doing less work.

COMING SOON!

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COMING SOON! 〰️

DIY Documents Packets

Are you at a place where you know you need some documented policies and procedures to help guide your 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 or 𝗡𝗼𝗻𝗽𝗿𝗼𝗳𝗶𝘁 𝗕𝗼𝗮𝗿𝗱, but don’t have the budget for MOXIE’s full services?

IF YOU ANSWERED YES - THIS IS FOR YOU!

Check out the various packages with fillable templated documents that can be tailored to your specific needs, making it easy to start documenting important guides for your Employees or Board of Directors.

EMPLOYEE
DIY Documents

  • Cost Savings: Standardized and streamlined Employee onboarding, higher retention rates, greater Employee satisfaction and efficiency, and productivity in day-to-day operations.

    Legal Compliance: Compliance with employment laws and regulations, assurance of employee protection, and reduction of the risk of legal disputes.

    Risk Mitigation: Clear and documented guidelines for Employee expectations, guidelines for handling various situations, mitigating Employee risks and issues.

  • PACKET INCLUDES:

    • Instruction sheet - indicating how and what to fill in

    • Templated Employee Handbook

    • Paid Sick Leave Forms

    • Templated Job Duties & Responsibilities document to sign

    PLUS: Instructional video reviewing the documents

    PLUS: A 1 hour meeting with MOXIE - Review DIY process, documents overview, and Q&A

  • PACKET INCLUDES:

    • Instruction sheet - indicating how and what to fill in

    • Templated Employee Handbook

    • Paid Sick Leave Forms

    • Templated Job Duties & Responsibilities document to sign

    • Templated Employee Onboarding Procedure Checklist

    • Templated Employee Offboarding Procedure Checklist

    • Employee Review Process Checklist

    • Templated Employee Review Form

    • Templated Employee Self-Evaluation Form

    PLUS: Instructional video reviewing the documents

    PLUS: A 1.5 hour meeting with MOXIE - Review DIY process, documents overview, and Q&A

NONPROFIT BOARD
DIY Documents

  • Effective Governance: An established a framework for effective governance, outlining roles, responsibilities, and processes for board operations, meetings, and decision-making.

    Nonprofit Compliance: Assurance of compliance with requirements governing nonprofit organizations, reducing the risk of legal issues.

    Risk Management: Identification and mitigation of risks associated with board activities, financial management, conflicts of interest, and other governance matters.

  • PACKET INCLUDES:

    • Instruction sheet - indicating how and what to fill in

    • Templated Board Policy Manual

    • Templated Conflict of Interest Policy + form to sign

    • Templated Whistleblower's Policy

    • Templated Director Duties & Responsibilities document to sign

    • Templated Board of Directors Self-Evaluation Form

    • Templated Reusable Board of Directors Meetings Calendar/Planner

    PLUS: Instructional video reviewing the documents

    PLUS: A 1.5 hour meeting with MOXIE - Review DIY process, documents overview, and Q&A

  • PACKET INCLUDES:

    • Instruction sheet - indicating how and what to fill in

    • Templated Board of Directors Policy Manual

    • Templated Board of Directors Financial Policy Manual

    • Templated Conflict of Interest Policy + form to sign

    • Templated Whistleblower's Policy

    • Templated Director Duties & Responsibilities document to sign

    • Templated Executive Roles Duties & Responsibilities document to sign

    • Templated Board of Directors Self-Evaluation Form

    • Templated Reusable Board of Directors Meetings Calendar/Planner

    PLUS: Instructional video reviewing the documents

    PLUS: A 2 hour meeting with MOXIE - Review DIY process, documents overview, and Q&A