Plan-It Resources

Check out my favorite resources that help you become your own superhero. Sit down, relax, and send the cape to the cleaners, because you’re gonna need it!

Ignite Change In Your Business
Heather Chapman Heather Chapman

Ignite Change In Your Business

  • Is your business skyrocketing, but you feel like you're constantly playing catch-up?

  • Are you drowning in downloaded resources that never see the light of day?

  • Do you keep running into roadblocks every time you try to shake things up?

Well, fear not! Plan-It Documents is here to light the way to lasting change.

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Fraud Proofing Your Business
Heather Chapman Heather Chapman

Fraud Proofing Your Business

Did you know that, on average, it takes a whopping 14 months for a small business to uncover internal fraud?

This eye-opening statistic highlights the critical need to fraud-proof your business from the inside.

We get it – thinking about fraud is probably the last thing on your mind. That's why we've taken care of the heavy lifting for you by gathering all the essential elements in one convenient place.

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Fraud Prevention Keys for Small Business
Heather Chapman Heather Chapman

Fraud Prevention Keys for Small Business

Unlike their larger counterparts, small businesses face unique challenges when it comes to internal fraud. These challenges, if left unaddressed, can have devastating consequences.

Why?

Because everyone is wearing multiple hats and just trying to make things happen. By the time you, as a business owner, realize something is amiss... it could be too late.

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Organizational Tune-up
Operational, Time Saving Heather Chapman Operational, Time Saving Heather Chapman

Organizational Tune-up

  • Is your organization feeling like it's spinning out of control?

  • Do you sense that everyone is working in their own silos?

  • Are important steps being bypassed?

It's time to dive into a comprehensive review of your policies and procedures.

But where do you even start? Guess what? We've got the perfect solution!

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Operational Clarity Kit
HR, Time Saving, Finance Heather Chapman HR, Time Saving, Finance Heather Chapman

Operational Clarity Kit

  • Is your organization feeling a bit chaotic lately?

  • Are you struggling to bring order and structure to the important tasks you manage every day?

If you're ready to make a positive change but need help figuring out where to start, fear not—we've got you covered!

Our comprehensive package doesn't just offer a set of highly sought-after policies, it presents them in an accessible, step-by-step format, saving you time and effort in policy creation.

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The Efficiency Accelerator: Policies and Procedures Workbook
HR, Operational, Finance Heather Chapman HR, Operational, Finance Heather Chapman

The Efficiency Accelerator: Policies and Procedures Workbook

Join us where it all started!

The Efficiency Accelerator is here to help business owners understand and implement policies and procedures to improve the efficiency and structure of their organizations.

As entrepreneurs, we often find ourselves in the challenging position of building the plane while flying it – a risky strategy that can yield impressive results. But what if there was a way to bring clarity and purpose to this process?

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Are You Ready to Rock?
Heather Chapman Heather Chapman

Are You Ready to Rock?

In this employment environment, businesses are scrambling to find (and keep) great employees. So what’s a business owner to do? Check out these policies that make your organization rock!

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