Business Process Documentation Tip #14

Use this simple form to ensure your systems documentation goes smoothly - it's perfect for your Systems Champion, be sure to pass it on!

Have you ever tried to record a process with a team member and it all went horribly wrong? Or does your documentation process feel like a treasure hunt with no map? The good news is, there is a better way.

Introducing our pre-extraction form - a simple solution that will make creating systems a breeze.

Imagine less time spent on backtracking and more time spent on moving forward.

Our pre-extraction form will help you identify:
➡️ Why you need the system,
➡️ The trigger for the system, and
➡️ The critical steps that need to be taken.

It's time to streamline your team's work process and make it more efficient.

Timestamps:
00:00 The pre-extraction form.
01:26 Essential system elements.
01:38 Why: Context for the system.
01:55 Trigger: What kickstarts this system?
02:12 Critical steps
02:32 Ending: How do you know when you're done?
02:48 What does success look like?

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