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

What’s our next action?

March 24, 2021

What’s our next action? As you can imagine, I spend a lot of time in […]

Don’t automate for the sake of automation

March 17, 2021

Don’t automate for the sake of automation I’m the laziest person in the world. I […]

Don’t forget about what got better

March 10, 2021

Don’t forget about what got better Negativity bias is the tendency to focus on only […]

Give a little at a time rather than taking away

March 3, 2021

Give a little at a time rather than taking away I’m sure there’s research somewhere […]

First, you gotta have the data

February 17, 2021

First, you gotta have the data When I work with clients on a new AMS […]

Work on your relationship with your AMS vendor

February 10, 2021

Work on your relationship with your AMS vendor It is no coincidence that my most […]

Dashboards for Data Integrity

February 3, 2021

Dashboards for Data Integrity I’ve written a bunch on data integrity reports. (Click here for […]

Next-to-Nothing Goals

January 27, 2021

Next-to-Nothing Goals I saw a Ted Talk by Christine Carter recently discussing the concept of […]

Just because you can…

January 20, 2021

Just because you can… In response to a recent Wednesday Wisdom on averages hiding the […]

Always ask “Why?”

January 13, 2021

Always ask “Why?” Little kids ask “Why?” all the time, because they are sponges for […]

Leave a Comment

Your email address will not be published.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

Scroll to Top