Business improvement / Operations

Process documentation

Make essential knowledge accessible and usable by the people responsible for the work.

Recognize the constraint

When this needs attention

Tasks depend on memory, training takes too long and quality varies when experienced staff are away.

What to examine

Document triggers, steps, decisions, exceptions and the owner of each process. A long manual is less useful than instructions people actually follow.

A practical first step

Write a short guide for one critical task and ask another team member to complete it using the guide.

Connected priorities

Explore operations

What is holding your business back?

For owner-led service businesses typically generating $2M–$10M annually. Start with your biggest growth, operations or change challenge.

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