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
Who is your data evangelist?
Who is your data evangelist? I was recently talking with a client of mine about […]
Ratio of Data to Errors
Ratio of Data to Errors One of the elements of a good data governance plan […]
Back to basics
Back to basics Over the past couple of years I’ve noticed that some AMS vendors […]
Your people matter
Your people matter I’ve written many times about how people, process, and technology have to […]
We remember moments…
We remember moments… “We do not remember days, we remember moments.” – Cesare Pavese Another […]
Acknowledging problems is part of managing expectations
Acknowledging problems is part of managing expectations Research was done some time ago that suggested […]
Need data? Consider third-party sources
Need data? Consider third-party sources I always tell my clients, only collect data that you’re […]
Action must follow the decision
Action must follow the decision When I work with my clients on their projects (whether […]
Everything should be focused on improving user adoption
Everything should be focused on improving user adoption Your AMS is a tool, and a […]
Needs change over time, and that’s OK
Needs change over time, and that’s OK I was speaking with a couple of association […]
