Documentation is insurance

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

Add one, remove one

July 15, 2026

Add one, remove one In the world of home-organizing, there’s the “one in, one out” […]

Spring cleaning, all year long

July 8, 2026

Spring cleaning, all year long I talk frequently about “weeding the garden,” the idea that proactively […]

Don’t fall into the arrival fallacy trap

July 1, 2026

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.”

June 17, 2026

“The first time it lies to me is the last time I’ll use it.” Over […]

Improvement is never linear

June 10, 2026

Improvement is never linear One of the many lessons one learns over a lifetime is […]

Don’t forget to take a “before” picture!

June 3, 2026

Don’t forget to take a “before” picture! Whenever I start on a big home clean […]

Are you being penny wise and pound foolish?

May 27, 2026

Are you being penny wise and pound foolish? Two quick customer service stories to illustrate […]

AMS Products are getting better – and what that means for you

May 20, 2026

AMS Products are getting better – and what that means for you I’ve been working […]

Using AI beyond content generation

May 13, 2026

Using AI beyond content generation Recent surveys by ASAE and others suggest nearly 90% of associations […]

If you’re training, PLEASE do this…

May 6, 2026

If you’re training, PLEASE do this… If you’re doing any kind of software training, or […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top