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

Averages hide the extremes

January 6, 2021

Averages hide the extremes I can’t remember where I first heard it, but “averages hide […]

Look up PARTIAL names!

December 24, 2020

Look up PARTIAL names! Train your staff to do look ups on partial names, not full […]

Not Just Technology

December 16, 2020

Not Just Technology There was recently a discussion on the ASAE online community about project management […]

Consider quitting

December 4, 2020

Consider quitting Patient: “Doctor, it hurts when I do this.” Doctor: “Then stop doing that.” […]

There is nothing so permanent as business rules

November 25, 2020

There is nothing so permanent as business rules Nobel Prize-winning economist Milton Friedman said, “There’s nothing […]

Budget for feature discovery and adoption

November 18, 2020

Budget for feature discovery and adoption When developing a budget for implementation of a new […]

Customize staff pages for better user adoption

November 11, 2020

Customize staff pages for better user adoption The single most important element to data management […]

Don’t ask questions for which you already know the answer

November 4, 2020

Don’t ask questions for which you already know the answer I was recently completing an […]

All decisions involve risk

October 28, 2020

All decisions involve risk Whether it’s choosing a new AMS or introducing a new product […]

Try flowcharting your processes

October 21, 2020

Try flowcharting your processes Working with a client recently on their membership join process reminded me […]

Leave a Comment

Your email address will not be published.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

Scroll to Top