Task guides
Step-by-step guides for the tasks that repeat most often and cause the most questions.
Process documentation
Written steps your team can follow.
We turn tasks that live in one person's memory into clear procedures the whole team can use.
What it covers
From spoken habit to written procedure.
Each procedure is short, specific and tested with the people who do the work, so it matches reality rather than an ideal.
- Interviewing the people who do each task today.
- Writing the steps in plain language, in order.
- Noting the tools, files and approvals each step needs.
- Testing the draft with the team and fixing gaps.
The documents
Three kinds of written procedure.
Handover notes
Short notes that let a colleague pick up a task mid-way without losing the thread.
Review routine
A simple schedule for checking each document, so it stays accurate as the business changes.
Next step
Get the knowledge out of one head.
Name the task that only one person can do. We will say how long a written procedure would take.