Turn Key's Five-Step Performance Plan™

Step 1 – Performance Audit

TKOS works with customers to determine:

• Information, space, personnel and equipment needs

• Statutory, regulatory and other recordkeeping requirements 

Step 2 – Organizational Plan Design

TKOS creates a customized plan for customers to meet multiple management needs, including:

• Optimizing information management   
• Scanning/imaging documents
• Devising and implementing office procedures
• Improving paper flow
• Enhancing staff effectiveness and efficiency
• Ensuring the best use of technology and equipment

Step 3 – Information Technology Assistance


TKOS helps standardize the use of technology across the customer’s organization to increase efficiency, and ensures that customer personnel are trained to use each office’s software suite.

Step 4 – Training Team Members To Be Performance-Leaders

In addition, to achieve peak performance, TKOS trains customer personnel to:

• Understand information, file, and document recordkeeping procedures

• Comply with federal and state document and record guidelines
• Use project management best practices 

Step 5 – The Annual Performance Check-Up

Every year, TKOS performs a complete “check-up” to ensure peak performance is maintained throughout the customer’s organization.