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
Your vendor will disappoint you
Your vendor will disappoint you I follow politics as a hobby. A past publisher from […]
Learn how to lose
Learn how to lose “Winning is great, sure, but if you are really going to […]
Ownership is Required
Ownership is required When asked for the most common reason AMS implementations fail, I typically respond […]
It’s all relative…
It’s all relative… Over the course of my 22 years of consulting, I’ve consulted with […]
Eliminate to optimize
Eliminate to optimize So much of data management is habit (both good and bad) which is […]
For data governance, ask “Why?”
For data governance, ask “Why?” Recently I’ve had the opportunity to work on several data […]
More on Meetings
More on Meetings I’ve written before about the importance of making sure your meetings are […]
Action produces momentum
Action produces momentum Another great quote from James Clear: “Motivation often comes after starting, not […]
My #1 Best Practice…
My #1 Best Practice… A client recently asked me: “If you had to pick a single […]
Encourage engagement with prizes!
Encourage engagement with prizes! One of the biggest challenges any organization faces when implementing a new […]
