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

Use it or lose it!

December 8, 2021

Use it or lose it! I’m referring here to the data you collect. If you […]

“If I could only do one thing…”

December 1, 2021

“If I could only do one thing…” Managing data throughout your organization can be overwhelming. Do […]

Gratitude

November 24, 2021

Gratitude As Thanksgiving in the US approaches, I’m reminded of the importance of gratitude, in […]

“It’s more than I have, but less than I want.”

November 17, 2021

“It’s more than I have, but less than I want.” “It’s more than I have, […]

Don’t forget Parkinson’s Law

November 10, 2021

Don’t forget Parkinson’s Law “Work expands so as to fill the time available for its […]

Just Respond

November 3, 2021

Just Respond Growing up my father used to tell my many siblings and me that […]

People fear uncertainty, not change

October 27, 2021

People fear uncertainty, not change If you’ve ever worked on any big project that was […]

“Working with you is like going to therapy.”

October 20, 2021

“Working with you is like going to therapy.” I was working with a client last […]

The best ideas are stolen

October 13, 2021

The best ideas are stolen I don’t remember where I first heard it, but someone said […]

It’s all about expectations

October 7, 2021

It’s all about expectations One of the most critical contributors to the success of a […]

Leave a Comment

Your email address will not be published.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

Scroll to Top