Written by: Matt Wilhelmi

Let’s face it, you’re busy. I know – I’ve heard it time and time again, “I’m too busy to stop and document how I do things.” However, here are 5 critical reasons as to why you should be documenting your service procedures.

It’s a Foundational Part of Building a Business

If you’ve talked to me for more than 5 minutes, you’ll probably hear my favorite definition of a business: a money making machine that works even when you aren’t there. If you don’t document how you do things, then no one else will do it as effectively or efficiently as you do. Hiring people will be wasteful. Scaling your business will not happen. Vacationing will be excruciating. And the list goes on and on…

It Helps with Managing Projects

In my article 4 Ways to Improve Time Management in Project Management, I discuss several ways to improve time management and the importance of it. If you document each step in a project, then you can effectively track the time spent on each step to watch out for irregularities and better set expectations.

It Makes Process Improvement Possible

When all steps are documented from a strategic point of view, you are able to see if they make logical sense. Maybe you’re taking extra steps you don’t need to. Documenting how you do something makes improving your services possible.

It Makes Check Points Easier

Checking in with employees or giving a client an update on a project will become easier when you have the steps documented. You can accurately give your employees enough time to complete a project and also give your clients clear expectations on the steps that still need to be completed.

 Scalability: My Favorite Word

When I’m asked about building a business, generally the first topic that comes up is scalability. I’m often asked, “How does scalability work?” Scalability begins with making the service you provide or the product you sell into a predictable process. This can’t happen without documenting how it’s done in the first place. Thinking about scalability also goes along with my article about Beginning with the End in Mind.

© Individual Advantages, LLC 2017

Mary Smith

Mary has been with IA Business Advisors for 6 years. She graduated with a bachelor's in English literature with a minor in psychology, and is currently working towards her master's in organizational leadership. She enjoys writing and produces blogs for IA and several of IA's clients. Her favorite aspect of writing is the research.



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