Are you scrambling each time you need to onboard a new team member? Do you find it challenging and time-consuming to get them up to speed on their newly assigned tasks and projects? If so, you should strongly consider having written procedures to help alleviate your onboarding challenge. Documenting your procedures can help improve your business in a number of ways:
- It allows you to become more organized and streamlined
- It can help you identify areas where you can delegate
- It helps you to see areas where you can improve for growth
- It can help you find areas of your business that aren’t serving a purpose and are decreasing productivity
If you’re unsure where to start, begin with your operations, which is usually the “heartbeat” of your company. Some questions to help you get started are:
- What are the steps that I take when I onboard a new client?
- Once the client is on board, how do I service them?
- What happens when it’s time for a client to leave?
You want to think of the what, how, when, and who questions as you’re creating your procedures. Building the steps of routine tasks is important to grow your company. It can seem like a lot, but don’t let the thought derail your progress. Take it one task at a time, and you will be on your way to documentation success.