Why Is Workflow Documentation Important?
- 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?
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The Steps To Document Workflow
- Step 1: Define desired outcomes: Once you’ve defined your team’s desired outcomes, you have a better idea of the workflows that need to be documented, and you’re ready for step two.
- Step 2: Carry out and capture every step of your current workflows...
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