With inevitable changes in the evolution of a company and turnover on the team, historical knowledge can easily be lost or interpreted differently as it passes from one person to the next. Without clear documentation, even training new employees can become a wild and varied experience from one to the next.
As a company we focus a lot on the end result, both for our clients and our own company. It’s difficult to ensure a consistent outcome without a clear series of actions or steps that need to be taken to achieve a particular result. Thus, the need for process.
We’ve created our fair share of process documentation over the years. And if you’re like us we continually feel the desire or need to improve this as we learn from experience. However, just having process documentation you can point to isn’t enough. We’ve tried workflow diagrams, decision trees, written documentation, template-ized tickets for projects and many other variations.
Finally after all that tinkering we found something that is very easily understood by our current team, is a great tool for new hire training, is scalable as our business and teams continue to grow and stands the test of time as we improve our process.
We’ve coined these as our “Process One-Sheets,” which are a one page guideline for each of the key milestones in our work with our clients.
As we continue to gather feedback on our work and process from our team and clients we can quickly and easily adapt our process to make improvements. The structure and format of the one sheets has also made it much easier for us to create a quick and clear set of expectations for tasks that are a little more complex and involve more of our team to provide the clarity and consistency we need to move forward.
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