Process Documentation

man's hand drawing a flowchat

Who does what when? Whether it’s a short-term project, organizing workflow across departments, or streamlining operations throughout an entire organization, documenting who, what, when, and how can increase your success dramatically.
Documenting how people work can improve your Business Operation by creating teachable and repeatable processes so that you can onboard new employees quickly, optimize efficiency, and support knowledge transfer and retention. Read how our work with a client allowed them to meet deadlines, create efficiencies, improve communication, and more.

The Talent Selection Process

tiles that spell CEO on a table

Turnover of key players is inevitable. Developing a succession plan before – not after losing a critical team member will reduce the successor selection process, gaps in productivity and leadership, and maintain your organization’s momentum.

The Need for Documented Processes and Procedures

boots and work gloves

COVID-19 has impacted every facet of our lives. The effects on the workforce has revealed a definite need for process and procedure documentation as roles change and businesses adapt. As workers exit due to furlough, home demands or retirement, the lack of documented processes and procedures can further stress a business.

Are you experiencing absent team member stress?

Absent team members put stress on the rest of the team forcing management to figure out who must absorb the extra workload. US businesses lose up to $300 billion yearly as a result of workplace stress. Read how our work with a client reduced their stress during a team member’s unexpected and extended absence

Five Steps to Better Workflow

Mistakes

A missed deadline, an overlooked milestone, or a lost order can derail not only your workflow but add to your anxiety and stress. Whether it started fine or was a crapshoot from the very start, what can help reduce the anxiety and stress? Getting everyone on the same page with a documented workflow.

Knowledge Transfer to Close the Gap

Knowledge Transfer

As some of the oldest Baby Boomers reach the traditional age of retirement, companies are faced with the potential loss of knowledge and skills. Transferring Boomer knowledge to a younger workforce does not come without challenges.

Process Improvement

infinity symbol with cogs

Process improvement is identifying, analyzing, and improving existing business processes to optimize performance, meet best practice standards or simply improve quality and the user experience for customers and end-users. More widely recognized as a continual improvement process: an ongoing effort to improve products, services, or processes.