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

Baby steps

May 28, 2025

Baby Steps A journey of a thousand miles begins with a single step. You have […]

Sometimes what you’re using IS the best option

May 21, 2025

Sometimes what you’re using IS the best option I love technology and I’m inherently lazy, […]

Do they hate the system?

May 14, 2025

Do they hate the system? When an association asks me for help finding a new […]

Artificial Intelligence is the next revolution in data management

May 7, 2025

Artificial Intelligence is the next revolution in data management I’ve been in the data management […]

There’s always gonna be something

April 30, 2025

There’s always gonna be something I’ve been consulting for 26 years now and I’m still […]

Eyes wide open and affirmative decision-making

April 16, 2025

Eyes wide open and affirmative decision-making When I work with my clients on any type […]

Honoring an industry legend

April 9, 2025

Honoring an industry legend I’m taking a break from my usual data management tips to […]

Never burn a bridge

April 2, 2025

Never burn a bridge My children have reached the age where they have, or are, […]

You CAN compete with the big guys…

April 2, 2025

You CAN compete with the big guys… In my experience, associations often undersell their actual […]

Join (or start) your users group!

March 26, 2025

Join (or start) your users group! Today’s message is simple: If the AMS you’re using […]

Leave a Comment

Your email address will not be published.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

Scroll to Top