k_Street Consulting, LLC Blog

Tip of the Week: Do Yourself a Favor, Document Your Processes

Tip of the Week: Do Yourself a Favor, Document Your Processes

The average business has a lot of internal processes, and these processes are typically pretty concrete: to accomplish this task, follow steps A, B, and C, in that order. However, due to the sheer volume of processes like these, it helps to have these processes documented for the benefit of your future employees... and, if we’re being honest, your future self. For this week’s tip, we’ll go over the proper process for documenting a task.

Let’s face it, if your business operates anything like most do, you have far too many of these processes for anyone to reasonably remember. This means that making sure that your processes are both comprehensively recorded and accessible for your employees to reference is a crucial facet to your productivity.

Fortunately, doing so is relatively simple, as long as you go about it properly.

Step One: Identify What You’re Documenting
The important thing to remember about creating documentation is that, unless the task itself is incredibly granular, making the documentation too specific isn’t going to help anyone. On the flip side, any documentation that is too vague isn’t likely to provide anyone with the value that it should.

You need to store your documentation in a centralized place that all employees can access. It helps even more if there is a system in place to allow you to search the contents of each document, sort them in various ways, and highlight changes and edits made to processes. In other words, utilizing a document management system or a knowledge center of some kind will go a long way in preserving the functionality of your processes. There are plenty of tools and applications out there for this, and we can help you choose the best one for your situation based on your specific needs.

Step Two: DIARI (Do It And Record It)
This step will form the basic shape of your documentation, as it will create a step-by-step guide to completing the task as a whole. You’ll need to go through a run-through of the process you’re trying to document, recording every step you take.

Don’t be shy about including details, either. For instance, if your process will require the same questions to be asked each time it is put into action, include the list of questions in your documentation. If someone is supposed to be contacted specifically, identify them in your documentation and provide their contact information.

From here, you should have a pretty good handle on how the process typically goes down… and the insights to make it even better.

Step Three: Refine, Repeat, Revise
When you were running through your process, were there any steps that would have made more sense to do earlier so you could be better prepared for a later responsibility? Try rearranging the steps in your documentation and trying it again. Did it work better, or worse? Take these observations into account and act accordingly.

Really, once you commit the time to doing it properly, creating invaluable and useful documentation isn’t that difficult of a process. You can even bring multimedia into it, if it’s a good fit, using tools like Steps Recorder on Windows.

For more handy IT tips, make sure you subscribe to our blog!

Disaster Training: What to Do
I Never Need to Call My Managed IT Provider, Do I ...
 

Comments

No comments made yet. Be the first to submit a comment
Already Registered? Login Here
Guest
Sunday, August 25 2019

Captcha Image

Mobile? Grab this Article!

QR-Code dieser Seite

Tag Cloud

Vulnerability Customer Service Touchpad Leadership Operating System Meetings Audit Windows Server 2008 User Error Microsoft OneNote Botnet Cryptomining Politics PDF Unified Threat Management Infrastructure Identity Theft Apps Risk Management Employee Security Help Desk Budget Monitor Computer Repair VPN Hosted Solution Windows 10s Remote Work Applications Business Management Wireless Office 365 Supercomputer Cameras Wireless Technology Data loss File Versioning Tablet Read Managed Services Provider Books Staff Hosted Solutions Vendor Management Bing Private Cloud Managed Service Provider Encryption IT Support Settings Statistics Analysis Remote Maintenance Antivirus Android Rootkit Telecommuting Financial Servers Experience Blockchain Content Excel Hackers Information Technology Application Digital Signature Scam Browser Processor Hybrid Cloud travel Electronic Medical Records Phishing Data Recovery IT Management Money People Proactive IT Smart Office Voice over Internet Protocol Managed IT Services Administration Microsoft Office Solid State Drive Collaboration Windows Media Player FENG Logistics Domains Manufacturing LinkedIn Word Windows Server 2008 R2 How To Office Tips Emergency Shortcut Telephony Disaster Recovery NIST Fax Server Workplace Tips Emails Electronic Health Records Efficiency NarrowBand Shortcuts Webinar webinar CrashOverride Hring/Firing Restore Data communications Cleaning Cabling Big data Search Engine Cost Management Skype Chrome Tech Support Education Online Currency Password Manager Enterprise Content Management Amazon Web Services Biometric Security Unified Communications BDR Internet of Things Gmail Business Owner SharePoint Going Green Save Money Notifications Data Database RMM Smart Technology Screen Mirroring Windows Humor Comparison App File Sharing Managing Stress Wi-Fi Science Internet exploMicrosoft Technology HaaS Google Automobile Social Vendor Audiobook Windows 7 Millennials Robot Mobile Office 5G Consultant Router Content Filtering Virtual Machine Holiday Training Network Congestion Procurement Smart Devices Bring Your Own Device Personal Information Hacker Digital Payment Cast Employer-Employee Relationship Music Alert WiFi Colocation Sports eCommerce Maintenance Computer Accessories Recovery Google Docs Digital Signage YouTube analytics Cortana Credit Cards Virtual Private Network Telephone Systems Law Enforcement Bluetooth Human Resources Lithium-ion battery Save Time Automation Display Saving Money VoIP Legal Archive Analyitcs Users Public Computer HBO Pain Points Best Practices Healthcare Work/Life Balance Bandwidth Managed Service Ransomware SaaS Wearable Technology Battery IaaS Customer Relationship Management Innovation Cache IBM Uninterrupted Power Supply Unsupported Software Patch Management Scalability Physical Security Hard Drive Video Games Data Protection Evernote IoT Gaming Console Accountants Inventory Computing Infrastructure Google Drive Managed IT Server Strategy Hiring/Firing Safety Remote Worker Mouse Printer Server How to Twitter Transportation IT Infrastructure Amazon Office Password CES Facebook Hosted Computing Wireless Charging Cables Relocation Cybercrime Loyalty Firewall Netflix Safe Mode Conferencing Point of Sale Tech Term Insurance Multiple Versions Productivity Data Management Current Events Two-factor Authentication Professional Services Utility Computing Azure malware Touchscreen Search Data Warehousing Gadgets Techology Health Business Computing Regulation Project Management Flexibility Compliance Cryptocurrency Public Cloud Hard Drives IT Services Streaming Media Microchip Virtualization Mobile Device Management Data Storage Worker Commute OLED Intranet Outsourced IT IT Solutions Analytic Mobile Access Control Troubleshooting Smartphones Telephone System Knowledge Two Factor Authentication Cybersecurity Cloud Operating Systems Remote Computing Thank You Shadow IT Bloatware Flash Network Security Connectivity Wiring DDoS Communication Smartwatch Frequently Asked Questions Benefits Windows 10 User Tips Programming Files Business Fraud Product Reviews Backup and Disaster Recovery Update Information Saving Time Windows 8 Proactive Maintenance Instant Messaging Miscellaneous Phone System Distribution Website Security Cameras Distributed Denial of Service MSP Television Laptop Virus Root Cause Analysis ROI Augmented Reality avoiding downtime Printers Tools Hypervisor Content Management Password Management Charger Sync PowerPoint Business Mangement Google Search Apple Worker Productivity Quick Tips Online Shopping Google Apps Tip of the week Storage Workforce Artificial Intelligence Samsung Customers Data Backup Environment Computer Care Social Networking Smartphone The Internet of Things Network Email Authentication Value Employer Employee Relationship Warranty Proactive Data Breach Hardware Recycling Smart Tech Specifications Social Media Redundancy Software Tips Retail Mobile Computing Printer Investment Computer Fan Default App Business Continuity Virtual Desktop Upgrade BYOD Virtual Assistant Internet Exlporer IT Consultant Tip of the Week Backup Networking Mobile Devices Regulations End of Support Managed IT Services Computers Document Management Camera Company Culture Multi-Factor Security WIndows 7 Mobile Device Mobility Students Government Wireless Internet Content Filter Workers Start Menu Windows 10 Social Engineering HVAC Theft Hacking Software as a Service IT Plan Tablets IT Support Nanotechnology User Chromecast Data Security Employee/Employer Relationship Outlook GDPR Cloud Computing Entertainment Reputation Addiction History Net Neutrality Wire Small Business Assessment E-Commerce IT solutions Line of Business Trending Black Market Virtual Reality Entrepreneur Advertising Data storage Privacy Remote Monitoring and Maintenance Computer Software Running Cable Fiber-Optic Machine Learning Business Intelligence Downtime Spam Blocking Memory Remote Monitoring Paperless Office Congratulations Devices eWaste IT service USB Practices iphone Marketing Best Available Passwords Internet Criminal Keyboard Best Practice Spam ISP HIPAA Business Technology Lifestyle Administrator Thought Leadership Biometrics

Sign up for our Newsletter!

  • Company Name *
  • First Name *
  • Last Name *