It's a pretty simple technique, but I haven't found many people who do it. I call it writing down what I do. Catchy name huh? Basically I just start documenting each task.
Things I focus on:
- Step by step instructions. I get as specific as I can for each task. Even down to specific button presses. I add pictures and diagrams as needed to make sure that every step is clear.
- Explanations where needed. Sometimes certain parts of a process don't make a lot of sense, so I add notes to explain why it needs to be done that way.
- Solutions to problems. Any process has problems that pop up due to mistakes or because things just don't always work right. I add notes outlining how to identify the problems and what needs to be done to fix it.
- User friendly formatting. This is a document made to be referenced so I try to make it as pretty and visually simple as possible.
- References to any related documentation or policies etc. This is especially important in a more corporate environment. But any kind of reference materials that might come in useful are helpful to list.
At my last job I was able to give the new guy my "how to do my job" document and he was able to pick the tasks up with minimal follow up from me in a very short period of time. It was so nice.
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