Workflow documentation is the roadmap to completing essential tasks at your organization. When done correctly, this documentation can be handed off to another individual at your organization, and they can complete the task completely independently.

Rather than a static guide, workflow documentation is a living, breathing record that allows you to track your progress and improve your processes. While software can help you create workflow documentation, you can use anything from a checklist to a whiteboard to make this record.

• It helps optimize processes: You can’t improve upon what you can’t even see.
• It ensures accountability: Without workflow documentation, anytime there’s a blocker, it’s a challenge to find out who or what caused it.
• It takes the confusion out of employee onboarding.
• It eases merger or acquisition transitions. Workflow documentation is a tangible and intangible benefit to the buyer, and therefore, the seller.
• It helps scale your business: For a business that wants to grow in a scalable manner, not only do the processes and workflows need to be documented, but they need to be systemized and automated.
• It safeguards organizational knowledge: When an employee leaves your organization, what happens to the unique processes and systems they developed over the years?