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The Need for Documented Processes and Procedures


In our Knowledge Transfer to Close the Gap article, we revealed some of the statistics around the aging workforce and knowledge transfer challenges. For a leader with an aging workforce, a real pain point is the lack of documented processes and procedures.

See how our work with a client helped them improve business operations by reducing the stress and fear of their workforce retiring at a rapid rate.

The Task

A recently promoted manager had just inherited the oversight of several industrial machinery and equipment shop locations. Well-aware of the industry’s high percentage of aging workforce and the impending loss of job knowledge, he knew that job tasks required appropriate documentation to facilitate new employee training as well as current employee retraining and cross-training. Unfortunately, that documentation was either insufficient or nonexistent. The manager contacted Theresa for help in Process, Procedure, and Training Documentation.

The Action

Each shop site varied from physical location to shop size to employee job tasks to industrial relations and beyond. Success Trek customized both its approach to the project as well as the tangible items created (workflow maps, training guides, job aids, and training checklists). While our approach and resulting documents varied, we worked with each Subject Matter Expert to develop the content, relying heavily on video teleconferencing and email to communicate. In some instances, we were able to repurpose older material, share material between shop sites, and work with each location to help develop and include job task performance metrics.

The Result

The locations can now effectively train, retrain, and cross-train using their standardized onboarding and training materials. The inclusion of job task performance metrics now supports employee development. These materials also helped one of the locations with their ISO Certification process.

Success Trek’s work helped to Strengthen Workflow Processes by documenting processes, procedures, and training.

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 take that journey alongside you.  

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Complimentary Conversation

Reaching a goal is a journey, and Success Trek is here to take that journey alongside you. Whether we are helping you develop a strategic plan, facilitating a skills workshop, or writing a procedure guide, we will guide you through obstacles and challenges with the tools and support for success. The process starts with a 30-minute Complimentary Conversation.

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IU Northwest

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The workshop was a great use of my day. I have received very useful tools in setting and achieving business and personal goals. I am excited to see where I am with the information I received in 90 days.

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Valparaiso University

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The Success Trek model is dynamic. The CEO is quick to shift align bases on the synergy of the participants. This yields itself to a champion outcome!

Alexius Barber
Mental Health America of Lake County, Board of Directors

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It’s great to call a timeout in your busy life to see where you are at now and where you want to go next.

Alexander Saltanovitz
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As a professional stretched in many directions, I would recommend this workshop to my clients and colleagues. It helped me to focus on ways to do my job better to become more effective and efficient.

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Fast Pace. Clear Examples. Good Content and Activities to test/practice skills.

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Long Beach Country Club

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Valparaiso YMCA

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Frontline Foundations Inc

Amber Hensell

Thank you so much! I know that it takes a lot of behind the scenes work to make these staff retreats run smoothly. Please know that we are grateful. Theresa, I was fascinated watching your ability to extract information while also making everyone feel validated and encouraged. That’s an art and you’re a pro! Thank you so much.

Amber Hensell
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I expanded my mailing areas and with that I was like, ‘How am I going to manage?’ Theresa helped me put systems into place on how to maximize my assistant to be more of a support, to get more done and be more efficient. Theresa took a birds-eye view operationally of my business and helped me put some things into place. I had several ‘a-ha’ moments.

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Just knowing you are there has helped a great deal. Your voice gives me strength. All is good.

Barb Tracy
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Aaron McDermott

I think a few were skeptical coming into this program as to the point. Very good at keeping us organized and guiding the program.

Aaron McDermott
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Theresa makes you focus on what you want and how you are going to get it. It sounds so simple, and at first I was skeptical of coaching. I’m not a touchy-feely person. The first workshop was a powerful learning experience for me. It opened my eyes to how much I was distracted from my goals and priorities by the everyday fires that ignited my desk. Now, I’m finding ways to keep the fires to a minimum and concentrate on the activities that will be most beneficial to my performance.

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What an eye-opener! Although I was aware of the things I needed to work on, this pushed me to confront them directly and take active steps toward completing my goals. Thanks for the support and encouragement.

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I love the learning of optimizing your web traffic thru powerful keywords that inspire actions and emotions.

Amber Jung
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