Purpose and ScopeEnsure client work is tracked accurately, billed fairly, and managed within approved budgets. Applies to VAs, EAs, SPMs, and Specialty VAs performing client-facing ...
Purpose and DeadlineProvide a clear end-of-day record of completed work, pending items, barriers, meal-service data, and resolutions so the client and leadership can address issues ...
# Proper Use Of My Food Program MFPPurpose and ScopeStandardize My Food Program use for CACFP enrollment, attendance, meal counts, menus, claims, monitoring, and recordkeeping.Appl ...
1. Review ContentAccess the approved marketing content and review graphics, captions, themes, enrollment campaigns, holidays, and announcements. Identify items needing client-speci ...
Sign in to Brightwheel, open Paperwork → Waitlist Form, and review submitted entries.# Contact FamiliesUsing the approved staff mailbox, email each family to say that Luna Academy ...
## PurposeDownload, rename, and upload receipts from BILL into MyFoodProgram so CACFP expense records for Erica Harris stay complete, organized, and audit-ready. Track incomplete o ...
# Leave & Time-Off PolicyScopeThis policy covers virtual assistants, administrative personnel, specialty VAs, employees, and contractors. It supports fair leave while protectin ...
## Responsibilities- **Assistant Success Coach / Social Media Coordinator:** Performs daily clicks and engagement through Google search results. Records all activities in Hubtasks/ ...
# Client Onboarding Client Onboarding Revisit the Discovery Call notes. Confirm and clarify: Immediate priorities Current operational pain points Manual systems to automate ...
Policy purposeThe CVA Critical Need Fund (CNF) provides limited financial assistance to employees and Virtual Assistants experiencing verified, short-term financial hardship due to ...
# Posting Photos to Brightwheel Feed Posting Photos to Brightwheel Feed To ensure classroom photos are posted accurately and consistently to the appropriate Brightwheel feed fo ...
## FrequencyEvery Friday. Clock Hubstaff under “PTO Monitoring – MDD & PELA.”## Collect & EnterPull PTO data from Playground for MDD and PELA. Enter into the designated PTO ...
Category: HR & Staff PoliciesApplies to: All contractors, virtual assistants, staff, and administrators of CVA and Allied Assist Co.ScopeThis policy applies to every individual ...
Purpose and FrequencyEnsure the password manager contains only current client information and that each person has access only to accounts required for their role. Perform quarterl ...
PurposeCreate a Discovery Call Recap from the Fathom recording and transcript for leadership, sales, and onboarding.When to UseAfter every discovery call with a prospective client, ...
# New Client Onboarding New Client Onboarding Description The New Client Onboarding process provides a standardized, step-by-step framework to bring new clients into CVA’s ope ...
1. PurposeThis SOP explains how to use the Review feature in SweetProcess to ensure procedures stay accurate, updated, and compliant. Reviews are used to confirm content is still v ...
PurposeReview, enter, upload, and retain complete food receipts in KidKare so Louisiana CACFP claim documentation is readable, allowable, and aligned with menus and meal records.Pr ...
Purpose and ScopeKeep daily menus, attendance, meal counts, and CACFP claims aligned. Applies to staff authorized to update menus and recalculate claims in the client’s meal-manage ...
Purpose and deadlineReview and finalize the previous day’s meal counts in My Food Program (MFP) each business day. Complete the review and report exceptions by the end of the follo ...
PurposeProcess each new scanned enrollment application from the approved intake folder through filing, Brightwheel entry, linking, and completion tracking without losing or duplica ...
PurposeReview and finalize the Meal Production Record (MPR) in My Food Program (MFP) each day. The MPR records quantities prepared, served, and left over based on the final meal co ...
PurposeVerify and update calendar links in Allied Assist systems so every client-facing link is correct, functional, and consistent across pages and sub-accounts.ProcedureVerify th ...
PurposeTo provide a standardized process for adding and organizing physical products in Squarespace, ensuring that all product information, pricing, images, variants, and categorie ...
PurposeCreate, name, maintain, and share client information consistently so completed work has a permanent, secure, retrievable location.Naming and LocationUse the approved client ...
## Purpose and ScopeCross-check enrollment between the client’s Brightwheel and MyFoodProgram (MFP) so CACFP reporting stays accurate and audit-ready for Sonya Hickey’s centers (th ...
# SPM Training Weeks 5–8 ### Guided Ownership, Execution Control & Client Momentum **Applies To:** Sr. Project Managers (In Training) **Training Phase:** Advanced Traini ...
Purpose and ScopeHelp Allied Assist team members review, categorize, and document CACFP-related purchases for clients. An expense is generally allowable only when it is reasonable, ...
Log in & CaptureSign into LineLeader. Transfer leads into the spreadsheet (parent name, contact, child age, inquiry date, status).Outbound CallsCall from the daily list. Use tr ...
This procedure guides Allied Assist staff through creating, reviewing, approving, and scheduling content for the Start2Finish (S2F) project.Generate Content- Prepare content in the ...
# Overtime Management## Scope and DefinitionsOvertime is work beyond the assigned standard shift. Compensable overtime must be approved in advance; unapproved overtime is not compe ...
## PurposeClear pending student enrollments in MySimpleMenu for Erica Harris by reviewing participant status, sending enrollment forms, confirming activity in the Family account, a ...
# CACFP Procurement Compliance SOP PennsylvaniaPurpose and ScopeProvide a consistent procurement process for CACFP food, supplies, and services at Kenya Johnson’s Pennsylvania chil ...
Purpose and ScopeProvide a repeatable process for logging Early Steps Squarespace merchandise orders in the Excel tracker, emailing the report, and preparing an editable merchandis ...
PurposeEnter childcare hours into the Michigan CDC Provider Billing System from scanned attendance sheets for Sonya Hickey’s centers. CVAs enter and save only—Ms. Sonya submits fin ...
1. InitiateConfirm the resignation or termination with HR, review the contract, record the effective date, and identify who will absorb the work. Inform the client discreetly and p ...
PurposeWeekly subsidy attendance entry for GACAPS (Georgia Childcare and Parent Services) so low-income families’ childcare subsidies process correctly.Frequency & ScopeEvery M ...
# Monthly Fathom Call Notes & Transcript Audit## Purpose and TimingComplete the audit monthly, by the fifth business day, to ensure client call notes and transcripts are saved ...
# Voxer Private Executive Communication ChannelOverviewThis procedure outlines the protocols and uses of the Voxer tool for communication exclusively between Rezin and Shiela, the ...
## 1. Check for New Social LeadsReview Meta lead access and the email inbox for new incoming leads.## 2. If There Are No New LeadsUpdate HubTasks or Worklenz to reflect that there ...
## Purpose and scopeCreate accurate weekly grocery lists for each assigned childcare center, using enrollment counts and the approved menu. Generate a PDF for delivery by the weekl ...
## PurposeKeep attendance and meal counts aligned between Procare and KidKare for accurate CACFP reporting and reimbursement.## Procedure1. Sign in to Procare and KidKare through t ...
## Purpose and ScopeSet up and manage a Connecteam account for US-based virtual-assistant operations, including PTO categories, employee access, balances, approvals, and permission ...
## PurposeProactively review ConstructConnect for commercial construction projects that align with JLA Construction’s services (e.g. restaurants, commercial build-outs, trucking fa ...
PurposeManage recruitment activities through ZipRecruiter by posting job openings, reviewing applicants, conducting pre-screening interviews, coordinating interviews with school le ...
# Curriculum and Mighty Minute Transfer from Brightwheel to Playground Curriculum and Mighty Minute Transfer from Brightwheel to Playground Purpose To ensure consistent and ac ...
Role PurposeThe Project Manager supports childcare-business clients through organized follow-up, documentation, communication, and service delivery.Core ResponsibilitiesSend recap ...
# Conversion Tracking Verification for Google Ads ### Purpose This SOP explains how to verify that Google Ads conversion tracking is properly set up, firing correctly, and re ...
## PurposeVerify meal plans/meal completion in MySimpleMenu for Erica Harris so classroom meal records stay aligned and ready for food-program follow-up (including KidKare where ap ...
PurposeUse this scorecard during each trainee’s daily one-to-one precepting session to evaluate execution, SOP adherence, accuracy, efficiency, communication, time tracking, and re ...
PurposeCreate and manage Facebook Ads in Meta Ads Manager for Allied Assist VAs: campaign preparation, ad setup, and ongoing optimization for leads, sales, and brand awareness (US ...
PurposeSet up, review, launch, and monitor Google Ads campaigns consistently: conversion tracking working, budget controls in place, and no launch without approval.ScopeSearch, Dis ...
# Lead Management Enrollment via Scale Pilot This **Standard Operating Procedure** outlines the complete process for managing **leads **received through the **Scalepilot **platf ...
ScopeApplies to VAs, EAs, SPMs, Specialty VAs, and graphics/content staff who create, schedule, or publish social media or marketing materials for Allied Assist clients.Policy Guid ...
# Campus Closure / Student Re-Enrollment Transition Campus Closure / Student Re-Enrollment Transition Purpose: Move students from a closing campus to another campus while keepi ...
## PurposeAnswer incoming calls on Shaniqua’s Scale Pilot line (225-681-8969) promptly and consistently while the account stays active.## ResponsibilitiesCall team/VA answers; Team ...
PurposeTo establish a standardized process for transferring delinquent parent accounts from Brightwheel to ScalePilot for collections while ensuring all account information and sup ...
## 1. Access LinkedInUse the client's authorized LinkedIn access through the approved password manager. Never place login details in working files. Navigate to the Solid Ground Sol ...
# Worklenz Department: Company-Wide Operations Applies To: All Allied Assist Staff System: Worklenz SOP Owner: Director of Operations Version: 1.0 Effective Date: July 2026 ...
# Generate Client Bio from Fathom Onboarding Notes (Chat GPT → Sweet Process → Hubtasks) Generate Client Bio from Fathom Onboarding Notes (Chat GPT → Sweet Process → Hubtasks) ...
# Daily VM (Call Center Lead Management) for Daphne Williams## ReminderStart Hubstaff/time tracking on this task before work.Client tracker reference (Smarty Pants sheet) is mainta ...
## PurposeManage and follow up with incoming Facebook leads inside the CVA pipeline in Scale Pilot (GoHighLevel). Personally connect with leads, schedule discovery calls, and ensur ...
Creating the Podcast Miles & Memories❶ Generate the PodcastGo to Notebook LM and choose the pencil on audio overview❷ Customize Audio OverviewChoose Deep Diveand the lenght sho ...
Submit, review, and implement all Scale Pilot modifications through the controlled ticket process. No direct messages, verbal requests, or unilateral updates are permitted; access ...
# Sharing Newsletter Updates via Brightwheel Sharing Newsletter Updates via Brightwheel To ensure all newsletter updates are consistently and correctly shared with all staff an ...
## Purpose and ScopeReduce paper handling by digitally filing incident reports while maintaining required physical immunization records.## Record-Keeping Rule- **Incident reports:* ...
PurposeStandardize how Project Manager (PM) workload is calculated, monitored, and used to trigger redistribution or hiring decisions using the PM Capacity & Hiring Spreadsheet ...
PurposeUpdate daily attendance and served-meal records in KidKare using Procare as the reference. Include a student’s meal only when it was eaten within the designated meal time.Pr ...
Important NotesDo not click “Preview & Send.” Kenya will review and send the newsletter herself.Always save as a draft and notify Kenya once done.Make sure you’re using the cor ...
Purpose and ScopeStandardize WordPress website planning, design, development, quality assurance, launch, and maintenance for client and internal sites.Responsibilities- Project Man ...
1. PURPOSEThis SOP outlines the process for generating consistent, high-quality weekly social media content ideas, including captions, hooks, emojis, hashtags, calls to action (CTA ...
Purpose and scopeCopy approved menus from Playground to KidKare for the assigned centers, verify regular and infant meal categories, and document completion. The source procedure a ...
# Update Meal Counts & Menus — KidKare + Procare (Kenya Johnson)PurposeUpdate daily meal counts and menus in KidKare for Kenya Johnson’s CACFP work, and keep Procare menus alig ...
# Standard Operating Procedures - Brightwheel Calendar Management Standard Operating Procedures - Brightwheel Calendar Management This SOP outlines the detailed procedures for ...
Purpose and ScopeCreate a clear, maintainable food handbook for Allied Assist virtual assistants supporting named clients. The handbook should provide reliable food categories, pre ...
Purpose and FrequencyConfirm monthly, by the fifth business day, that each client’s OneDrive contains current, complete, organized, and appropriately secured project documentation. ...
PurposeStandardize daily transaction categorization, monthly account reconciliation, and preparation/review of Balance Sheet and Profit & Loss reports.1. AccessUse the approved ...
Policy statementCVA and Allied Assist Co commit to protecting client data, maintaining privacy, and acting with integrity. All confidential information must be handled responsibly, ...
# QuickBooks Bookkeeping SupportScope and BoundariesReview bank feeds, categorize clear transactions, match receipts, reconcile assigned accounts, prepare requested reports, and fl ...
## Purpose and ScopePrepare and review a bi-weekly childcare scorecard covering operational and financial indicators, including attendance, staffing/ratios, and CACFP expenses.**Fr ...
# Step 5: Payroll Activation & Post-Onboarding Compliance Step 5: Payroll Activation & Post-Onboarding Compliance Process: VA Onboarding – Master Process Procedure Own ...
# Verify the students from Brightwheel to Kidkare. Verify the students from Brightwheel to Kidkare. Purpose The purpose of this task is to make sure all student enrollment inf ...
Related policiesClient Interaction & Professional Conduct Policy (https://help.alliedassistco.com/allied/client-interaction-professional-conduct-policy)Communication Policy (mi ...
Purpose and TimingPerform a quarterly audit during the first month after each quarter to ensure every recurring client task has a current, usable SOP.Coverage and Content ReviewCom ...
# Checking Staff Time Tracking in Brightwheel Checking Staff Time Tracking in Brightwheel To ensure all staff time records are accurate and complete for payroll and attendance ...
Purpose and scopeUse this Louisiana Department of Education CACFP outline and manual as a training aid for administrators and staff. It introduces program eligibility, application ...
PurposeDay-to-day Famly App management for Allied Assist staff supporting the Nest at Anderson Mill client.Login & MonitorLog into Famly with the approved CVA account; use the ...
Category: HR & Staff PoliciesApplies to: All contractors, virtual assistants, staff, and administrators of CVA and Allied Assist Co.ScopeThis policy applies to all aspects of t ...
## PurposeConvert a completed YouTube vlog episode into a long-form SEO blog post, podcast episode, and cross-promoted content set.## 1. Locate the Source VideoIn Vlog Publisher, o ...
OverviewCreate clear, reproducible SOPs for Allied Assist virtual-assistant tasks.1. Identify the NeedAnalyze operations with the involved team, identify inefficiencies or inconsis ...
1. Open the Approved ChannelUse the authorized YouTube account and confirm the correct Miles and Memories channel before uploading.2. Upload and DescribeUpload the exported video, ...
Purpose and ScopeProvide a startup and compliance checklist for a childcare center seeking to participate in CACFP. Confirm current state-agency requirements before submitting anyt ...
PurposeMonitor student enrollment, schedules, and billing in Playground so recurring charges, due dates, and guardian notifications match client-provided instructions.Owner: Assign ...
PurposeDownload eligible Sam’s Club receipts from September 2024 through the current date and enter or correct the related expenses in My Food Program (MFP). Use only receipts from ...
# SOP: Posting a Job on BarefootStudent.com – Sonya Hickey## Purpose and ScopeCreate and publish clear job listings on Barefoot Student to attract qualified candidates. This SOP ap ...
Sign in with authorized admin credentials stored in LastPass. Select **Create New Subaccount** and enter business name, notification/login email, physical address, website, timezon ...
# Enter Meal Counts And Attendance For Children From Procare To KidkarePurpose and ScopeTransfer attendance and meal counts accurately from Procare into KidKare so CACFP records, r ...
## Quality Standards- Perform LinkedIn activity daily, excluding weekends unless requested.- Capture analytics weekly.- Keep responses professional, relevant, and timely.- Use cons ...
# New Hire Onboarding Setup & Google Account Creation New Hire Onboarding Setup & Google Account Creation New Hire Onboarding Setup & Google Account Creation Depar ...
PurposeKeep business and childcare licenses current by identifying the correct licensing authority, submitting complete applications or renewals, and tracking deadlines and require ...
Purpose and ScopeVerify classroom attendance and meal counts before CACFP claims so records are accurate and reimbursement issues are minimized. Perform the review daily or before ...
# Daily Billing Reminder Sending via Brightwheel Daily Billing Reminder Sending via Brightwheel To ensure timely and consistent follow-up on outstanding balances by sending dai ...
Run this recurring process twice a month/every two weeks. Sign in to ScalePilot using credentials stored in LastPass, open **Opportunities**, and confirm the **Schedule Tour – The ...
ObjectiveCreate, approve, and distribute the weekly Zoom Call flyer to all active CCAL members via Wild Apricot before the Thursday Zoom call.ScheduleFlyer creation by Graphics; in ...
## PurposeStandardize service delivery so one Executive Assistant owns client execution while specialty teams participate only in paid, approved add-on services.## EA OwnershipThe ...
## PurposeSubmit weekly attendance and registration fees for CAPS-funded students accurately and on time so scholarship eligibility and client payments remain current.## Scope and ...
PurposeEstablish a clear, consistent process for managing the Affiliate Program at Allied Assist Co/CVA so affiliates who promote CVA services are compensated fairly, tracking is t ...
Process ContextVA Onboarding – Master Process. Owner: Systems Admin / Operations. Trigger: Step 1 complete. Exit: systems staged for Day 1. This step prepares systems; access valid ...
# Please Advise – Scholarship Campaign for Smarty Pants ELC## Daily Cold-Lead Outreach1. Contact cold leads by phone.2. Aim for at least 10 calls each day.3. Ask whether the family ...
PurposeUse Procare attendance and meal information to support accurate CACFP records and claim preparation.ProcedureStep 1: Open Procare Desktop through the approved client access ...
PurposeReview and finalize the previous day’s meal counts in My Food Program (MFP) each day. Accurate review helps prevent errors and disallowed meals during audits.ProcedureStep 1 ...
# SPM Training Weeks 3–4 ### Guided Leadership Practice & Execution Awareness **Applies To:** Sr. Project Managers (In Training) **Training Phase:** Mid-Onboarding **Au ...
❶ Create Content Using ChatGPTOpen ChatGPT.Provide a clear prompt to ChatGPT (example: “Create a Mindful Monday post about [topic] with hashtags”).Review and refine the generated c ...
Purpose and frequencyCreate complete regular and infant menus, obtain approval, enter them in CACFP/AcuTrak, and verify the upcoming week every Friday. Cover every operating day, i ...
Purpose and ScopeUpdate My Food Program menus to reflect what was actually served after substitutions, preserving accurate CACFP records and compliance evidence.ProcedureReview the ...
This task involves monitoring incoming leads submitted through the JLA Construction website Contact Us form. The goal is to review new form entries, check messages or voicemails in ...
## Steps1. From the client's Facebook account, select **See More**, then **Ad Center**.2. Under Tools, select **Ad account settings**.3. Hover the left panel and select **Campaigns ...
# CVA Orientation / Onboarding CVA Orientation / Onboarding ## PURPOSE Purpose: The purpose of this SOP is to train team members to operate as part of the CVA Business Engine ...
# 30/60/90-Day New Hire 30/60/90-Day New Hire Related policies: Holiday Schedule Policy ## Step 1 Post-Interview Assessments and Communications If the applicant cannot b ...
PurposeKeep website content accurate, current, functional, and aligned with client-approved programs, services, and priorities.1. Identify the UpdateReview the client's request, me ...
Safety FirstTeam members in affected areas are not expected to work during unsafe conditions. Personal and household safety takes priority.Continuity OptionsWhen advance notice is ...
Purpose and ScopeStandardize KidKare use for CACFP enrollment, eligibility, attendance, meal counts, menus, claims, and compliance records.Applies to: Center directors, food-progra ...
# Hubtasks Weekly Stand-Ups ### PURPOSE To ensure all PMs and team members submit a clear, accurate weekly snapshot of: - Client health - Work completed - Risks - ...
PreparationConfirm number(s) and type (local or toll-free). Keep the IntelliKid account active until the port completes. Gather account number, account holder name and billing addr ...
OverviewEnsure graphics meet Allied Assist quality and consistency so visual content supports brand image across platforms. When posting about a child’s birthday, do not add the bi ...
## PurposeSet up each new employee in all required systems so payroll, scheduling, classroom access, and onboarding are ready before work begins.## Procedure### 1. Collect and Veri ...
# CRM Account Setup - Onboarding Team CRM Account Setup - Onboarding Team CRM Account Setup – Onboarding Team SOP Purpose To standardize CRM (GHL) account setup for new clien ...
PurposeSubmit an accurate electronic CACFP reimbursement claim through the CNP website, using the approved source records for attendance, meal counts, enrollment, and income.Proced ...
PurposeDownload Walmart receipts for It Takes a Village centers, store them in OneDrive, log them in KidKare, and maintain an auditable record.1. Access Purchase HistoryOpen Walmar ...
## ScopeThis policy applies to all EAs, SPMs, Specialty VAs, Team Managers, and administrative staff at Company who communicate directly with clients.## AudienceThis policy is for ...
1. Verify the TriggerDocument factual evidence such as repeated missed deadlines, poor quality, SOP noncompliance, reliability issues, conduct concerns, role mismatch, client-trust ...
Purpose and ScopeKeep the My Food Program (MFP) enrollment roster aligned with Procare, including enrollment/withdrawal dates, schedules, and meal participation.Frequency: Complete ...
# Managing Indeed Job Postings & Applicants — AllStars Daycare & Preschool## Purpose and ScopeUse this procedure to post jobs, screen applicants, communicate next steps, an ...
PurposeCreate standardized digital pamphlets for CVA specialty services (Bookkeeping, CACFP, and Graphics). Client-facing resources that explain: what the specialty includes; how c ...
## Scope and PurposeApplies to all work-related interactions among CVA and Allied Assist staff, contractors, clients, partners, and vendors across Slack, Teams, email, phone, and v ...
ObjectiveEnsure accurate, consistent, and timely updates to student billing records in Playground while responding efficiently to billing inquiries from staff or parents.ScopeThis ...
PurposeCreate a consistent, fact-based weekly review of client activity, performance, wins, risks, blockers, utilization, and next steps. Use with the Underutilized Client Rescue P ...
## Purpose and scopeEnter receipts and milk quantities accurately in KidKare using the approved source records. Correct quantity errors, preserve audit-ready details, and document ...
Weekly PlanReview client direction and recently published posts. Build a varied Monday–Sunday plan covering education, promotion, family engagement, reminders, and events.Captions ...
Policy statementAllied Assist / CVA requires professional, timely, and transparent communication as a standard of excellence — including the 5-minute client response rule, SPM moni ...
# QuickBooksSource DocumentsUse verified receipt emails, invoices, project files, bank statements, and reconciliation files from approved sources only.Daily CollectionCheck approve ...
# Hiring Platform Administration, Candidate Management, and Onboarding (Erica Harris) Hiring Platform Administration, Candidate Management, and Onboarding (Erica Harris) ## PUR ...
# Upload Menu to Brightwheel Upload Menu to Brightwheel Overview This procedure aims to guide you through the process of uploading a menu to Brightwheel, a platform widely use ...
1. PURPOSEThis SOP outlines the process for scheduling and posting daily social media content for Bright Minds Learning Center (BMLC) and Play to Learn Childcare (PLC). It ensures ...
IntakeStaff submit the designated PTO form with requested absence dates. The form routes notifications to the appropriate administrators and is marked for review.Credit CheckWithin ...
PurposeManage Rezin’s executive mailbox using delegate access so his time is protected, operational communication is handled, strategic emails are prepared for approval, and high-i ...
# Sales Specialist Onboarding Checklist Sales Specialist Onboarding Checklist ## Step 1 Untitled Step ## Step 2 Send Sales Contract ## Step 3 Untitled Step ## ...
❶ Generate ContentPM prepare and attach content in the Excel sheet at least two weeks in advance. Daphne Williams Social Media Contents❷ Notify Graphic Designer (GD)Inform the assi ...
PurposeCounter-check student meal counts by comparing CareConnect attendance/time records with MyFoodProgram meal counts for Rose Thomas, so discrepancies are caught before reporti ...
PurposeMonitor and manage Alec’s primary inbox, prioritizing Insurance, Bidding, and Accounts Payable messages and notifying Alec when immediate attention is required.Check the Inb ...
Job Description: Project ManagerDepartment: Client ServicesReports To: Assistant Director of OperationsLocation: RemoteJob Type: Full-Time (Contractor or Employee, depending on bus ...
# FAQ Response Process (Heritage Early Learning Center) FAQ Response Process (Heritage Early Learning Center) Purpose To provide a standardized process for answering parent qu ...
Schedule & AgendaSchedule via the online tool and email the calendar link. Build the agenda from prior Fathom notes (open items, unresolved topics) with time-boxed segments.Inv ...
Process: VA Onboarding — Master Process Owner: Operations / Team Lead Trigger: Completion of Step 2 (Pre-Start System Setup) Exit: Systems verified and VA cleared to begin workP ...
# Brightwheel Check-In/Check-Out QR Code Brightwheel Check-In/Check-Out QR Code Purpose This SOP explains how to: Enable Brightwheel Quick Scan. Obtain the Brightwheel-gener ...
Purpose and CadenceProvide consistent weekly oversight of team execution, finance, CACFP compliance, client readiness, and process improvement. Complete by the end of the assigned ...
Purpose and ScopeKeep enrollment records accurate by reconciling inactive students in Procare with the client’s MyFood Program roster. Perform on the client’s assigned cadence and ...
# CACFP Food Program Error Review Correction ProcessPurpose and ScopeProvide a weekly process for finding, documenting, and escalating CACFP claim errors before they accumulate at ...
Weekly TimingGather content and photos, research field trips, create the newsletter, submit it for Friday approval, and distribute the approved version through Brightwheel every Mo ...
ObjectiveVerify breakfast, lunch, and snack counts in My Food Program against the daily attendance information supplied by directors. Treat the factual attendance record as the sou ...
Position SummaryThe Specialty VA provides expert support in specialized operational areas such as CACFP/food-program management, HR administration, payroll support, bookkeeping, ma ...
Purpose and ScopeKeep attendance, enrollment, and food-program records aligned while providing consistent administrative support for Allied childcare clients. Use only client-appro ...
Before Termination- Record the VA, effective date, and responsible administrator.- Notify administration and relevant departments.- Collect company property and completed work.- Se ...
## RoleThe Director leads VA and Sr. Project Manager performance, training, system implementation, staffing alignment, and service quality.## Core Responsibilities- Coach VAs and S ...
PurposeTo promote current enrollment opportunities for the ELC and fall school-age programs while maintaining consistent, targeted enrollment marketing.FrequencyELC Pre-K 3 & P ...
Purpose and scopeManage new enrollment inquiries for Early Steps Learning Center from initial inquiry through waitlist, admission paperwork, approval, and enrollment in Brightwheel ...
Purpose and deadlineRun the daily Milk Audit and Disallowed Meals reports in My Food Program (MFP) to support CACFP compliance, identify deficiencies, and correct issues before the ...
Scope and PurposeThis policy covers everyone performing work for CVA or Allied Assist across client engagements, internal operations, communication platforms, and data systems. It ...
Process: VA Onboarding — Master Process Owner: HR / Training Lead Trigger: Completion of Step 3 (First-Day Activation and Access Validation) Exit: HR records complete and traini ...
PurposeReconcile subsidy payments by comparing the current-month DWS report with Brightwheel invoices, while documenting sibling cases and unresolved discrepancies.ProcedureSign in ...
Ms. Erica- I do want to get on a regular posting schedule for B4A 3 post a week including 1 videoMonday&Wednesday- Regular PostingFriday - Video posting❶ Generate ContentPrepar ...
Confirm the enrollment post/flyer is approved and verify its enrollment link and QR code.# Confirm Access and PaymentConfirm required Meta/Facebook access, either through credentia ...
1. Review PhotosIn Brightwheel, open Rooms, select the correct classroom, filter the date range, and select photo activity. Check clarity, activity, classroom, positive representat ...
Open the list in Google Sheets, Excel, or Airtable. Select **File → Download → Comma-Separated Values (.csv)** and briefly verify the downloaded file.# Import to ScalePilot1. Sign ...
PurposeStandardize offer-letter preparation, review, sending, signature tracking, and recordkeeping through BunnyDoc.1. Copy and Complete the Offer LetterOpen the approved employme ...
# IT & Tool Usage PolicyApproved SystemsWork must be completed in approved company platforms, including ClickUp, Slack, Hubstaff, OneDrive, Teams, Zoom, JotForm, QuickBooks, an ...
## Procedure1. Access Gmail and confirm the connected calendar.2. Work from **All Mail**, not only Inbox.3. Use only client-approved folders or labels, such as urgent, action requi ...
## Route MailUse the unique Traveling Mailbox street address as the single source of truth. Update senders (banks, vendors, licensing, IRS/state agencies, subscriptions). File a US ...
PurposeStandardize client meeting notes and transcript storage for SPMs and project managers using the approved client notes system, transcript tool, and shared document.Process1. ...
Purpose and FrequencyReview client projects monthly, by the fifth business day, for accurate assignments, due dates, status comments, deliverables, and client communications.Audit- ...
Purpose and ScopeMaintain dated CACFP menu records that support reimbursement, meal-pattern verification, allergen communication, purchasing, and audit retention.PrerequisitesObtai ...
## PurposeRecord and verify CACFP-related receipts in KidKare for Toddlers U under Tiffany Spears, including milk quantities and categorized expense totals, so expenses reconcile a ...
PurposeEnsure a smooth and efficient process for scheduling, confirming, and documenting phone interviews for applicants sourced through Indeed.ScopeThis SOP applies to the recruit ...
## PurposeEnsure consistent monitoring, engagement, and reporting for Ms. Daphne Williams's LinkedIn account.## 1. Time TrackingClock in to Hubstaff under the designated LinkedIn C ...
1. Generate a Billing ReportFrom the Admin Dashboard open Reports → Billing. Choose the report type, set parameters, and select Generate Report. Customize columns with the settings ...
## PurposeProcess the assigned monthly claims, review the Office Error Report (OER), correct supported errors, and submit only after the report is clear and approved.## Procedure1. ...
Purpose and scopeCompare the prior day’s attendance and meal counts between Playground and KidKare for each assigned center. Record exceptions, notify the appropriate director, and ...
Standard HoursAssigned shifts are 8:00 a.m.–5:00 p.m. EST or 10:00 a.m.–7:00 p.m. EST, Monday through Friday, unless otherwise assigned.AvailabilityDuring scheduled hours, VAs must ...
# Yelp Reviews ManagementPrepareOpen the correct Yelp Business account through approved access. Review communication and reputation policies and use a professional, respectful, sol ...
PurposeEnsure every new client is fully entered into Scale Pilot — Contact and Company records complete, every facility they own or operate captured, and the client’s 3 main pain p ...
PrepareReview the approved weekly content plan and confirm captions, graphics, hashtags, mentions, links, branding, and tone.ApproveSubmit every draft for Success Coach review and ...
## PurposeProvide consistent, respectful, solution-oriented responses to positive, negative, and mixed Yelp reviews while protecting privacy and maintaining Allied Assist's reputat ...
PurposeStandardize planning, scheduling, conducting, and follow-up for Weekly Strategy Meetings so they stay consistent, structured, and action-oriented.Tools & RolesHubTasks, ...
PurposeEstablish a standardized, objective system for evaluating staff, classifying A/B/C players, determining annual raise eligibility, and triggering corrective action when perfo ...
PurposeEnsure accurate and timely submission of monthly attendance records by collecting data from ProCare and entering it into the Multnomah County system.DeadlineComplete and sub ...
ScopeApplies to all contractors, VAs, staff, and administrators of CVA and Allied Assist during work hours, client meetings, internal meetings, and other professional representatio ...
## Purpose and ScopeProcess a new child enrollment through Procare, ensuring the enrollment packet, records, food-program form, calendar, and site-director handoff are complete.**R ...
Manage prospective student leads for ITAVA and Geaux Academy in Sotellus from inquiry through enrollment. Current fees are **$100** one-time registration, **$170/week** for infants ...
# Internal Communication GuidelinesProfessional CommunicationUse clear, respectful, inclusive language. Avoid slang and write for a distributed, diverse team.TimelinessRespond prom ...
ScopeThis policy applies to all contractors of Company. It covers vacation leave, personal leave, sick leave, and emergency leave.AudienceThis policy is for virtual assistants cont ...
1. PURPOSEThis SOP outlines the step-by-step process for creating a complete monthly newsletter for childcare centers or businesses. It ensures that each newsletter aligns with the ...
## PurposeKeep MySimpleMenu cycle menus complete and accurate from the food meal calendar so weekly/monthly menus for Erica Harris are ready for submission.## Prerequisites- Sign i ...
Purpose and deadlineRun the daily Milk Audit and Disallowed Meals reports in My Food Program (MFP) to catch shortages, ineligible meals, and incomplete records before the daily cut ...
PurposeMaintain consistent tuition collection, clearly communicate payment expectations to families, and ensure accounts are properly documented before escalation to collections.Th ...
Use assigned credentials stored in LastPass. Confirm any password reset is complete.# Monitor ApplicationsOpen the Dashboard and review applicant counts and statuses daily.# Review ...
## PurposeEnsure accurate, secure, and timely processing of vendor payouts through ACH Batch Payments via Hometown National Bank.## Step 1 — Receive vendor payment detailsAlec prov ...
Role overview (Angie)Operational backbone of the organization, partnering with the Director of VA Operations (Bobby) on VA and Success Coach performance, training, and development ...
# Boosting Instagram & Facebook Posts for Voss Enrollment ### Purpose This SOP outlines the standardized, step-by-step process for boosting Instagram and Facebook posts t ...
ScopeThis document outlines ethical guidelines for all Company employees based in the United States, including remote and on-site virtual assistants.AudienceAll employees and contr ...
Purpose and scopeProvide one documented process for schedule changes and disenrollment requests. Keep request records, Brightwheel enrollment and schedule data, and billing synchro ...
❶ Nurture active leadsContact leads via call, email, and/or SMSLog all outreach attempts and responsesUpdate pipeline status after each interaction❷ Request Tour – Interested Leads ...
Audit every active client’s contact, business, facility, ownership, and documentation information in ScalePilot monthly, by the fifth business day.# Review RecordsConfirm primary a ...
## VideoWatch: https://www.youtube.com/watch?v=71pL7G5gFqM## Timesheets**Reminders:**- Tuesday or Wednesday — CSA Staff Payroll- Thursday or Friday — Specialty Staff (Mrs. Anderson ...
# Handbooks Client Template Procedure ### Introduction This procedure outlines the creation of handbook templates tailored for client needs, ensuring clarity, consistency, an ...
## PurposeWeekly Google Business Profile updates and SEO checks for Smarty Pants Early Learning Center.## AccessClock Hubstaff under “Google Listing & SEO – Smarty Pants.” Log ...
1. Start of Day — IndeedLog in to the client’s Indeed account and confirm you are in the correct account before proceeding.2. Review Job Postings and ApplicationsOpen the Indeed Da ...
PurposeKeep My Food Program (MFP) enrollment and roster data aligned with Procare and signed enrollment documentation, including enrollment dates, withdrawal dates, schedules, and ...
# Upload 4-Week Cycle Menu to Brightwheel and Kidkare (Shaniqua) Upload 4-Week Cycle Menu to Brightwheel and Kidkare (Shaniqua) Purpose The purpose is compliance and proper re ...
PurposeMonitor active Facebook/Meta ads for performance, spend, lead activity, delivery issues, and basic optimization needs. Catch issues early so PM/SPM can decide before spend i ...
Task StandardsDocument all work with a clear description, time estimate, start and due dates, attachments, and subtasks for multi-step deliverables. Divide estimates when multiple ...
# Holiday Schedule PolicyScopeThis policy applies to U.S.-based contractors and employees.Recognized HolidaysThe company observes New Year’s Eve, New Year’s Day, Memorial Day, Inde ...
Track whether Facebook/Meta leads are contactable, qualified, and progressing toward appointments or conversions. Sources may include lead forms, landing pages, website/CRM forms, ...
# Send the Monthly Newsletter to Families and Staff – BMLC & PLC## Purpose and ScopeDistribute the approved monthly newsletter to families and staff of Bright Minds Learning Ce ...
PurposeUpdate daily menu records in KidKare accurately and recalculate meal claims. Convert quantities to the required ounce unit under Actual Quantity Served so meal records suppo ...
## CadenceComplete this daily. Log into the correct SoTellUs account (example client: Smarty Pants — accounts are separate).## Review ApplicantsOpen Opportunities → Schedule Tour d ...
## Purpose and ScopeUse this procedure when a parent indicates that a child receives CAPS assistance. Verify the certificate, calculate the parent co-pay, create the invoice, and d ...
PurposeTo outline the process for planning, creating, reviewing, and approving social media content for MDD and PELA in a consistent, organized, and efficient manner.This ensures t ...
PurposeMake accurate, controlled updates in Playground without changing unrelated student, enrollment, billing, or administrative settings.Frequency: As needed.Procedure1. Clarify ...
# Adding a New Hire in Homebase Adding a New Hire in Homebase This Standard Operating Procedure (SOP) provides step-by-step instructions for adding a new employee to Homebase. ...
## PurposeCreate a consistent process for collecting classroom highlights, staff blurbs, and photos for the Heritage Early Learning Center newsletter.## Required SubmissionEach cla ...
PurposeStandardized process for identifying and correcting performance, behavioral, and policy issues for contractors at Childcare Virtual Assistants (CVA). Objectives: consistency ...
PurposeReview and upload outstanding expenses in My Food Program (MFP), itemize receipts accurately, verify totals, and maintain CACFP-compliant records.1. Retrieve ReceiptsConfirm ...
Purpose and DeadlineReview and upload assigned receipts in My Food Program (MFP) each business day to maintain accurate CACFP records. Complete by the end of the assigned workday a ...
## Purpose and ScopeCreate and submit a Sysco Food Program order while keeping the weekly order within the approved $1,800 budget.## Procedure1. Open the Sysco Food Program site us ...
## PurposeStandardize how client work is structured in Hubstaff Tasks, executed by the team, tracked with Hubstaff Desktop, and reported for performance, utilization, and client he ...
PurposeProvide a structured, professional offboarding experience over the final 30 days of service: full knowledge transfer, secure delivery of client assets, completion of active ...
# Facebook Content Creation Weekly Scheduling ### **Purpose** To establish a consistent process for creating, reviewing, scheduling, and publishing engaging Facebook content ...
## PurposeTransfer and verify approved regular and infant menus between Playground and KidKare for the assigned centers.## Procedure1. Sign in to Playground and KidKare through the ...
The purpose of this SOP is to establish a consistent process for reviewing applicants, conducting pre-screen interviews, and identifying qualified candidates for Fun Times With TIT ...
## 1. Review JobsOpen the approved Indeed account and review active postings and applications. Repost every seven days when appropriate; use free posts only and do not sponsor jobs ...
Canva DesignOpen Canva and use the approved thumbnail template. File → Make a copy. Rename the copy to the video name (example: Ark Encounter).Clean CanvasDelete all content on the ...
ScopeThis SOP applies to all VAs responsible for HR tasks, including recruitment, onboarding, document management, compliance, payroll coordination, employee engagement, and perfor ...
Scope and EligibilityThis policy applies to current Allied Assist/CVA clients who refer new clients. It does not cover external partners managed through the affiliate process.Rewar ...
# Underutilized Client Rescue PlaybookRelated policies:Client Interaction & Professional Conduct PolicyCommunication PolicyEmployee Code of EthicsProfessionalism Policy (Staff/ ...
PurposeManage Bloom Market vendor leads in SoTellUs for The Nest at Anderson Mill (Erica Harris) so inquiries are answered promptly, messaging stays on-brand, and opportunities mov ...
## Start of Day- Log in to the correct Indeed account: **Premier Early Learning Academy/Miss Daisy's Darlings Development Center**.- Confirm the account name at the top of the page ...
Priority FocusPriority location: Learning Days Center – Gresham (fill 28 Preschool/PFA openings). Also support Learning Days family homes and Beaverton/Hillsboro locations as liste ...
PurposeEnsure weekly Child Care Assistance Program (CCAP) subsidy credits are reviewed, verified, and applied accurately so family balances and billing records remain current.Frequ ...
Platforms and PlanningManage approved Facebook, Instagram, X/Twitter, YouTube, and TikTok accounts with the approved scheduling and design tools. Plan at least one week ahead using ...
Review Indeed applicants, record candidates, conduct screening, and move qualified applicants through the hiring pipeline.# Review ApplicationsUse Indeed Employer Dashboard credent ...
PurposeReview and process potential bidder information sent by Alec for upcoming projects. When Alec provides new contact details, add them immediately to the designated Contact Li ...
PurposeTo establish a standardized process for setting up new client accounts in Hubstaff, ensuring accurate time tracking, transparent reporting, and strict budget enforcement. Th ...
PurposeThis structured program moves new SPMs from role orientation to guided leadership while maintaining clear boundaries and oversight.Weeks 1–2: Orientation and ObservationLear ...
## Purpose and ScopeTrack vendor and subcontractor insurance and contracts so coverage is current, complete, and compliant. The process covers certificates of insurance, W-9 forms, ...
ObjectiveSet up a functional Shopify store aligned with the client’s business goals, branding, and U.S. market standards — optimized for sales, customer engagement, and operational ...
PurposeTo ensure that the Kangarootime roster and Connect pipeline remain synchronized by verifying enrollment statuses and updating leads accordingly. Accurate and timely updates ...
Allied Assist Sales Manual : Region 1: CONTRACTORSGenerated at â Sept. 8, 2026, 1:41 p.m. 1.1 CALIFORNIA......................................................................... ...
1. PurposeMuch of the information related to your job is privy to the Company. Everyone needs the same understanding of what is public, what is not, and how to tell the difference. ...
PurposeRetrieve the assigned centers’ monthly payroll reports, save them consistently, send them through the approved internal workflow, and record completion.ProcedureStep 1: Sign ...
PurposeTo provide a standardized process for generating the Outstanding/Overdue Debits Report from Playground for both MDD and PELA accounts.ScopeThis SOP applies to all staff resp ...
PurposeSchedule discovery calls through the official booking flow so appointments are accurate, automated, and traceable.Required InformationVerify the client’s full name, email, p ...
# Step 2: Hire & Initiate Onboarding Step 2: Hire & Initiate Onboarding Process: VA Onboarding – Master Process Procedure Owner: HR / Operations Applies To: All Virtu ...
## Purpose and ScopeReview submitted registrations in Procare, verify required enrollment details, assign the correct room, and approve the student record.## Access Submitted Regis ...
1. Start of DayLog in to HomebaseLog in to the client’s Homebase account. Ensure you are logged in to the Early Steps Learning Center account by checking the upper-left area of the ...
## Procedure OverviewThis procedure guides CVAs in responding to Google Reviews promptly, thoughtfully, professionally, and in a HIPAA-compliant manner.## Objectives- Respond to re ...
Purpose and ScopeSet expectations for respectful, transparent, accountable, ethical interactions among staff, clients, and stakeholders. It applies to employees, contractors, and r ...
PurposeProperly create, review, test, and maintain Facebook Ads audiences and lead forms before a campaign goes live. Prevents incorrect targeting, broken lead forms, missing lead ...
## Purpose and ScopeEnroll a new childcare client by collecting required documentation, reviewing it for completeness, confirming placement, and securing the child’s record before ...
## PurposeUse Worklenz to organize client work, assign responsibility, monitor deadlines, balance capacity, resolve blockers, and identify risk.## SetupConfirm each project represe ...
PurposeTrack incoming S2F listing leads (e.g., Daycare Facility – Tifton): add to Dotloop, send NDA + Buyer Questionnaire, monitor completion, then send Offering Memorandum and mat ...
# Add Meal Counts from Brightwheel to Kidkare Add Meal Counts from Brightwheel to Kidkare Purpose: The purpose of this task is to make sure all meal counts from Brightwheel ar ...
# Keyword Research and Search Campaign Structure for Google Ads _(SweetProcess DOCX export contained no extractable body text; 2 embedded image(s).)_ --- Source: SweetProces ...
## StrategyPlatform: Facebook. Scheduler: Metricool. Posting days: Monday, Wednesday, and Friday. The strategy supports faith-based identity, educational authority, community engag ...
PurposeStandardize duplicating an approved menu from one site to another so multi-site food-program menus stay consistent, reduce re-entry errors, and support reporting for Sonya H ...
PreparationReview the Google Business Profile rating, review count, recent and unanswered reviews. Verify that the review link works before distribution.Draft and ApproveWrite a sh ...
## ObjectivePromptly and accurately respond to families inquiring about daycare enrollment / scheduling a tour via Childcare Automation (So Tell Us Connect). Log and manage all int ...
# Integrating Google Calendar into GoHighLevel (GHL) ### Purpose Ensure Google Calendar is properly integrated with GoHighLevel (GHL) for accurate appointment scheduling, two ...
Purpose and scopeRun a consistent monthly Teacher of the Month nomination process for parents and staff. Prepare and approve the forms and messages, collect and track nominations, ...
## PurposePrevent SharePoint and Microsoft 365 access errors caused by reusing an address associated with a former account.## PolicyRetire an employee’s address permanently after o ...
## ScopeApplies to Company (Allied Assist / CVA), focusing on virtual assistant services across diverse industries and addressing potential conflicts between personal interests and ...
# Verifying & Transferring Student Information from Brightwheel to Playground Verifying & Transferring Student Information from Brightwheel to Playground Purpose To en ...
Schedule the InterviewReview manager availability, confirm approved interview windows, offer the applicant available times, and record the selected slot.Add the Calendar EventCreat ...
# Brightwheel Administration & Enrollment Manual Brightwheel Administration & Enrollment Manual Department: Enrollment / Administration / Billing / Operations Users: ...
PurposeStandardize weekly sign-in and sign-out of personnel within MDD for accurate attendance tracking and accountability.ScopeApplies to all staff, contractors, and temporary per ...
Purpose and ScopeStandardize the verification, entry, upload, and filing of CACFP receipts using the client-approved systems. Check the approved upload folder daily for new receipt ...
# Social Media Management for Chicago Childcare Connect## Procedure1. **Content creation:** The Project Manager creates fresh content for Chicago Childcare Connect, using past post ...
PurposeEnsure inbound calls for Premier Learning Academy and Miss Daisy’s Darlings are answered promptly, handled professionally, and routed correctly.ScopeTeam members managing in ...
# VA Onboarding - Master Process VA Onboarding - Master Process Related policies: Client Interaction & Professional Conduct Policy Communication Policy Confidentiality & ...
# Create Blog Post for Miles and Memories## ⶠLogin to Scale PilotOnce you are logged into the Scale Pilot Miles and Memories Account, go to Sites and then Blog## ⷠChoose Mile ...
Purpose and ScopeThis policy establishes expectations for continuous learning and professional development so CVA and Allied Assist team members remain skilled, adaptable, and curr ...
Purpose and ScopeMaintain complete, traceable CACFP records for client forms, data entry, screenshots, confirmations, corrections, and audits.ResponsibilitiesData-entry staff: inta ...
PurposeEnsure contracted client hours are consistently met; specialty hours (CACFP, bookkeeping, finance) stay in scope; risks are identified early; clients are upsold when capacit ...
## Source ContentLog into Childcare Genius and use the current week’s templates, captions, graphics, and campaigns before creating new material.## Edit & BrandCustomize in Canv ...
# Manager Vacation, Time-Off & Trip Preparation## Start Five Business Days AheadSubmit and confirm leave, add it to the shared calendar, and block the full absence as out of of ...
PurposeReduce early client churn with a structured 4-week authority transfer: deep client alignment, communication mapping, proactive service positioning, controlled transfer from ...
## PurposeRecord and update food production counts in MyFoodProgram for Monica Howard’s schools so meal counts stay accurate for state requirements and reimbursement approval.## Pr ...
## PurposeTranslate learning materials from English to Spanish so they stay accurate, culturally relevant, and pedagogically effective for Spanish-speaking students in the US.## Un ...
# Vlog Creation1. Organize Raw VideoCreate a folder on the desktop or approved external storage. Name it with the recording date, location, and shoot description.2. Edit in CapCutI ...
## ObjectiveMaintain an accurate, reimbursable eight-week rotating menu in Playground for the Murray, Redwood, and West Valley sites, with each site matching the approved master me ...
PurposeMaintain a centralized, time-stamped, consistent, legally defensible, and retrievable record of VA performance, coaching, PIP, recognition, and termination-related documenta ...
# Job Description Management & Storage PolicyPurpose and ScopeAll full-time, part-time, contract, temporary, and virtual roles must have an accurate, approved job description. ...
# Paychex Payroll Processing Step-by-Step (Erica Harris) ### Paychex Payroll Run — Time & Attendance → Payroll (Anderson Mill & Palm Valley) ### Purpose Ensure eve ...
ScopeWeekly lesson plans in Teaching Strategies GOLD for classrooms Kyra, Deshara, Christina, and Ashley (infants/toddlers use a different strategy set). Administrator Shannon Mela ...
PurposeRecord agency subsidy payments accurately and apply them to the correct family charges so parent balances, subsidy income, and reports remain reliable.Procedure1. Open the f ...
Process: VA Onboarding — Master Process Owner: HR / Recruiting Lead Applies to: All virtual-assistant roles Trigger: Approved hiring need Exit: Offer sent or candidate rejected ...
# SPM Training Weeks 1–2 ### Role Orientation, Observation & Client Meeting Standards Support **Applies To:** Sr. Project Managers (In Training) **Training Phase:** Init ...