Our Process


  1. CONSULTATION


    • Discuss your needs
    • Share an overview of what we do
    • Review our process, general timelines and cost


  2. DETAILED NEEDS


    • Ensure we have a detailed understanding of your process
    • Clearly articulate roles and responsibilities for the individual(s) receiving training
    • Define and agree upon tools and processes and soft skills that are in scope for training
    • Ensure we are agreed on the role practice members plan and the role Jambalaya team members play


  3. DEVELOPMENT PLAN


    • Draft training plan
    • Review plan, make adjustments where needed
    • Define timeline


  4. EXECUTE


    • Provide training for items where training is required
    • Ensure trainee completes self-study review and exercises
    • Conduct check-in's
    • Conduct checkouts when trainee is complete with sections of plan
    • Provide bi-weekly updates to advisor/operations manager


  5. FOLLOW-UP


    • Answer questions or address knowledge gaps over next 30 days
    • Conduct final call with Advisor/Operations Manager to discuss process and outcome
    • Compile and send invoice