Are you planning to Document Processes and Procedures Manual?

Commercial and organizational growth is all about the journey of changes in the business process. These changes can be your company’s reaction to the market forces, guidelines, competition, the economy, client’s demands, personal beliefs, and culture. Business processes change now and then. However, the most important thing is to have a plan to document processes and procedures.

last updated Monday, July 8, 2024
#Policies and Procedures #Procedure Manual

John Burson     Subscribe
Documenting Processes and Procedures Manual


Somewhere soon, we will all describe our business processes as we advance them. We validate many of our core processes to plan for the unavoidable. Some processes are so straightforward that they don’t need to be documented.

Why make a plan to document processes and procedures manually?

  • To have the starting point for improving the processes
  • To train individuals if the need arises

Staying in front of Change

You should not follow the procedures so strictly that you forget to prepare for change. Evaluate your processes regularly to determine if you are getting the desired results, such as making your clients happy, staying ahead of the competition, and taking advantage of every prospect.

One of the mistakes that many people had to learn from was writing their procedures without knowing where they came from, where they are, and where they are headed. They were told to document the critical processes to be compliant, and they did so without planning.

Procedure Journey

Writing procedures without planning is like entering unfamiliar territory without a plan. You realize that you started your procedure journey in the middle without a clear vision of where you came from, where you are headed, and how you will get there. Writing down processes and procedures without a defined plan will fail.

Planning and implementing business process change

Your business model should

  • Adjust to modification
  • Abide by the process principles and rules
  • Build repeatable business processes
  • Observe guidelines
  • Manage your business process and their changes effectively

By focusing on your business process procedure journey, you can achieve efficient business process change management, process obedience, process reliability, and process control.

 Steps of the Business Process Procedure Journey

  • Process procedures project supervision
  • Process mapping and process plan
  • Necessary policies (optional steps): Policies and procedures model design and Policies procedures writing
  • Process procedures application and teaching
  • Process procedure audit
  • Process procedures evaluation and modification supervision

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