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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: 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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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 co...
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What Is Workflow Documentation?
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 st...
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- It takes the co...
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