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
People fear uncertainty, not change
People fear uncertainty, not change If you’ve ever worked on any big project that was […]
“Working with you is like going to therapy.”
“Working with you is like going to therapy.” I was working with a client last […]
The best ideas are stolen
The best ideas are stolen I don’t remember where I first heard it, but someone said […]
It’s all about expectations
It’s all about expectations One of the most critical contributors to the success of a […]
Either you test, or your members will
Either you test, or your members will If I was forced to choose the single […]
But are you really willing to change?
But are you really willing to change? When any organization is making a change in data management […]
Two tips for data conversion
Two Tips for Data Conversion I’ve written a lot about data conversion over the years […]
Who should “own” the database?
Who should “own” the database? One of the most common questions I get from my […]
What makes you weird?
What makes you weird? When I work with clients on selecting a new association management system, one […]
Why “AMS Consortiums” Don’t Work
Why “AMS Consortiums” Don’t Work About once a year I will get a call from […]
