How Important it is to Document Processes

What happens to a company when the founder or leader suddenly takes ill and is away for a few weeks? What happens to a business when key employees suddenly quit? Operations quickly grind to a halt, revenue dips, business credit suffers because bills are being paid late and customers become upset because deliverables are late. The potentially negative ramifications of unexpectedly losing key personnel are innumerable. How can your business avoid a catastrophe like this?

The first step to avoid a potentially business destroying emergency is to systematically document your core processes, systems and tasks so that no matter which individuals at the firm come and go, these processes continue unabated. Go back to the basics and clearly define and map out all of the major functions and activities within the organization.

Ideally, you should develop a body of management and operations documentation that is accessible to everyone within your organization at all times. This way employees can carry on tasks in a uniform and standardized fashion, and the organization will continue to function smoothly, no matter which individuals are present on any given day. Your management and operations documentation serves a double purpose.

In addition to formally defining essential tasks and processes at the firm, these documents also provide you a foundation for an employee training program. Training, coaching and mentoring employees using the management and operations documentation as the basis for instruction ensures consistency, repeatability and standardization of critical business activities. Please reach out to us if you are interested in additional help with defining and documenting key functions of your business or preparing enterprise-scale business process management systems.