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Improve Your Operations Quickly With Documentation

Improve Your Operations Quickly With Documentation

Are things running smoothly in your organization? Success Trek’s Process, Procedure, and Training Documentation service uncovers the hiccups, gaps, and roadblocks that often bog down operations and productivity. We’ve shared related content in the past – click here to see them all. This month, we are giving more detail on what it is, why you need it, and the benefits to your business.

Success Trek’s Process, Procedure & Training Documentation dovetails with your Business Operations. We work with your Subject Matter Experts (SMEs) to define processes, identify opportunities for improvement, optimize how those processes are executed, ensure consistency during periods of uncertainty or change, onboard new employees quickly, and support knowledge transfer and retention, all recorded for you to create documented resources (digital and print). From an employee’s perspective, these documents help them know how to do their job in practical terms and fully understand the company’s objectives and their team goals.

Process documentation outlines the steps necessary to complete a task or process.

What it is – a visual workflow map shows the overall flow and helps identify inefficiencies.
What it does –
more efficient workflows mean reduced operational costs and a more productive workforce.

Procedure documentation details the specific way to complete a task.

What it is – work instruction documents contain step-by-step instructions on how to do the work.
What it does – procedure documentation ensures that tasks are performed consistently – process and output quality are improved, saving time and labor power, reducing overall costs, and increasing transparency across your company. Procedure documentation is also helpful when a quick shift in task assignment is needed.

Training documentation creates a standardized plan to ensure that employees do not miss essential instructions and helps them succeed.
What they are and what they do –

  • A checklist facilitates the setup of necessary technology, new employee onboarding, and orientation and can be used to monitor training progress.
  • Guides ensure consistency during new employee training, retraining, or cross-training. Guides can contain your company’s general information and detailed work instructions (procedure documentation).
  • Job aids are simple, clear instructions on how to do something and can include cheat sheets, memory joggers, one-pagers, performance support tools, direction lists, and much more.
  • Checklists, guides and job aids can help boost employee retention, thereby saving your company from productivity losses.

Process, Procedure, and Training Documentation benefits every business and is a highly customizable service for each client. Success Trek finds the most efficient/effective way to achieve positive results and works with our clients to meet everyone’s needs. Do not hesitate to Contact Us for more information about our Process, Procedure, and Training Documentation service.

How can we help?

If you or your team need help to identify obstacles and challenges in your workplace situation, contact Theresa, or visit our Contact Us page to schedule a 30-minute Complimentary Conversation. Reaching a goal is a journey, and Success Trek is here to work alongside you.

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Complimentary Conversation

We are here for you! We may seem busy as bees; however, we are never too busy to help you and your business further succeed. If you, your organization or someone else could benefit from an outside perspective to clarify what is working well, what needs work, and how to go about it, we are here to listen.

In a 30-minute complimentary conversation, we can determine if we can help and if we are a good fit to work together. Thirty minutes may not seem like a lot, but we are skilled at fostering conversations to advance solutions that make sense for you and your organization.

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