Most small operations run on what a few people know. This turns that into procedures with owners and review dates, which makes holidays, growth, and handovers survivable.
What's Included
- One procedure per process written as steps someone can follow.
- An owner and a review date on each.
- Linked to the roles that use it so it is findable.
- An assistant that drafts a first version from a description.
How To Use
- Write the steps someone new could follow, not a description of the process.
- Give each procedure an owner. Unowned procedures go stale immediately.
- Start with the processes only one person knows. That is the risk.
- Review after anything goes wrong. That is when you learn what was missing.
Control the versions with document control, and train against it with training matrix prompts.