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 ...


No comments made yet. Be the first to submit a comment
Already Registered? Login Here
Thursday, May 23 2019

Captcha Image

Mobile? Grab this Article!

QR-Code dieser Seite

Tag Cloud

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

Sign up for our Newsletter!

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