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: Now it’s time to perform your workflows in real-time and record each step as you go.
- Step 3: Analyze ways to streamline and automate: The more you automate your workflow, the more time and energy you give back to your team so they can do more meaningful work.
- Step 4: Continue to test and refine: Workflow documentation can and should change as your business grows and you better optimize your processes.
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