Why Should You Establish and Document Processes?

Establishing and documenting processes will increase efficiency and support project and organizational goals.

Have you ever thought about how people in your organization get work done? Not what they do or create, but how they do it? Does each team member do things differently? How are new employees trained to do their work? Establishing and documenting processes in key areas can improve your team’s productivity, consistency, and quality, as well as help you meet financial goals.

Efficiency

One of the greatest benefits of effective processes is increased efficiency. An effective process helps you determine the best way to staff each project, with key roles entering the project at the appropriate time. An effective process helps the team work as quickly as possible without compromising quality and prevents duplication of efforts. Increasing efficiency helps the team meet deadlines and stick to the project budget. When you have processes in place and documented, it’s easier to assess productivity and find areas of improvement.

Consistency

Established processes can be applied across projects, giving clients and staff a consistent experience and product. Repeat clients will know what to expect from your team, which helps to build a collaborative relationship.

Quality

Effective processes have quality checks built in at key stages of the project life cycle. The processes have feedback loops and time built into the schedule for corrections. People are more likely to perform quality checks if they are a formal part of the process. These quality checks help the team identify global issues and rectify them early in the process.

Goals and Values

When you develop processes, you can make sure that how you do the work aligns with your organizational goals and values. 

• Team members have the tools and knowledge they need to be successful.

• Roles, responsibilities, and tasks are defined.

• Client satisfaction is prioritized.

• Quality is maintained.

• Work is completed within established budgets and schedules.

Sage is here to help you develop and document your organization’s processes. Contact us to discuss your needs.