Documentation is insurance
In a conversation with a client about their data management needs, the client pointed out that if they lost one or two key staff members, so much institutional knowledge would go with them that the association would have real difficulty managing their AMS.
I recommended that they should document all of their key processes so that if key staff does happen to leave, they'll still know how to run the AMS on a day-to-day basis. (There are other reasons for having documentation, too!)
In this way, documentation is very akin to insurance (like car or life or E&O insurance, not health insurance). Just like insurance, documentation is incredibly tedious, dry, and boring. (Sorry, insurance sales people.) But you need to have insurance in case something happens, and you hope every day that you never actually need it.
The beautiful thing is that these days, with AI recording tools, creating and managing process documentation has never been easier. But it takes a commitment to doing it and maintaining it.
So if you haven't already, get to work on documenting your most important processes. And if you have documentation, make sure it's up to date.
![]()
Wes's Wednesday Wisdom Archives
It all comes down to fundamentals
It all comes down to fundamentals I’m preparing for a webinar that I’m presenting in […]
Blog post themes over 20 years…
Blog post themes over 20 years… I’ve been writing blog posts for nearly 20 years […]
Lots of feedback is a GOOD thing!
Lots of feedback is a GOOD thing! A client in the middle of their AMS […]
Doing the reps…
Doing the reps… I’m helping a client with the implementation of a new AMS. During […]
Add one, remove one
Add one, remove one In the world of home-organizing, there’s the “one in, one out” […]
Spring cleaning, all year long
Spring cleaning, all year long I talk frequently about “weeding the garden,” the idea that proactively […]
Don’t fall into the arrival fallacy trap
Don’t fall into the arrival fallacy trap The arrival fallacy is the false belief that […]
“The first time it lies to me is the last time I’ll use it.”
“The first time it lies to me is the last time I’ll use it.” Over […]
Improvement is never linear
Improvement is never linear One of the many lessons one learns over a lifetime is […]
Don’t forget to take a “before” picture!
Don’t forget to take a “before” picture! Whenever I start on a big home clean […]
