Business Processes

How to start documenting your company processes

By April 30, 2019 June 18th, 2019 No Comments

Without clearly documented processes you are committing to experiencing recurring, day-to-day problems and frustrations in your business. These problems are both costly and detrimental to your business and yet are 100% AVOIDABLE.

 

But first, let’s talk about why businesses struggle to document their processes.

 

Let’s face it. Early days in your business is like something straight out of the movie ‘The Perfect Storm.’ You’re trying to survive a massive storm onboard a small fishing vessel and just when you think you’ve survived the worst of it you realize everything up until now has actually just been the prelude to the real deal and you’re headed straight for the eye of the storm.

 

Image: Perfect Storm by Chris Clor

 

Needless to say, things are constantly changing in your business which makes it even more challenging to get things down on paper.

 

And with constant change comes the challenge of choosing where to focus your time and energy. Likely meaning documentation and finding better ways to train your employees hasn’t even registered in your periphery of importance.

 

But what IF…

 

Your star employee suddenly ups and quit tomorrow?

Or worse, you suddenly became unable to work in your business due to illness

 

Would your business continue to operate? Would your staff know what to do? If the answer is no then now is the time to start documenting your processes. Now is the time to start building that blueprint for your business so you can teach anyone how to run your business regardless of whether you are working in it day-to-day.

 

How to Start Documenting your Processes

 

Documenting your processes starts with:

  • Identifying what you do
  • Documenting how you do it

 

Identifying your day-to-day tasks and processes

 

Start by having you and your team list all the tasks they do:

  • every day
  • every week
  • every month
  • every quarter

 

If you think you may be missing some tasks, try reviewing your past calendar to jog your memory.

 

Next, compile yours and your team’s tasks in a spreadsheet, and identify who is responsible for each task. This exercise, otherwise known as a responsibility matrix, is meant to provide clarity on who exactly does what. Staff often miss or overlook things, not because they are lazy or are constantly forgetful but rather because they are unclear on who is actually responsible for what.

 

Documenting how you do it

 

Once you’ve determined WHO does WHAT, have each individual write out their process for completing their tasks.

 

When they’ve finished documenting have them share the document with the rest of the team either via Google Docs, Dropbox paper or whatever may be your preference, the point being the document must be ACCESSIBLE and EASY TO FIND for everyone.

 

Keeping your processes up to date

 

As I said earlier, change in your business is inevitable, meaning you’ll need to develop a process for keeping your documentation up to date.

 

From time to time have your staff re-read their own instructions and try to follow them as if for the first time. If anything is unclear or outdated have them revise accordingly. To make it easier to communicate and track changes among staff consider utilizing software like Trainual. Software like Trainual allows you to store your company processes, create online quizzes and training material, as well as track staff progress as they work through the materials.

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