Your policies, processes, and procedures will inevitably evolve as your company scales. But that doesn’t mean you don’t need well documented, repeatable systems to guide organizational growth.
From marketing efforts, to customer outreach and employee onboarding and training, great growing companies are run by repeatable systems, not people.
Think of documenting your systems as the operational equivalent of a trail of breadcrumbs. They should tell everyone that comes after you where to go and how to get there.
And it should be easy for the next person on the trail to add to or alter the course as needed in order for everyone to reach the desired destination—regardless of where or when they join the trail.
How to Get Started
You don’t have to have every template designed or every process fully outlined in order to get started.
In fact, waiting until you do will most likely be an exercise in futility, and keep you spinning your wheels.
Start with a checklist of actionable steps that need to be taken on a daily, weekly, and monthly basis, and work your way out from there as your customer base and talent pool grows.
Repeatable systems are the key to customer acquisition and retention.
Set Up a Workable Documentation System
Get in the habit of documenting your steps and processes early on in order to create the trail for your team to follow. It’s always easiest to document something while you’re doing it, rather than trying to backtrack and recreate a process when you’re not flowing in it.
Some easy ways to document as you do:
- Take screenshots of each step in the workflow
- Screen-recording walk-throughs using Loom, Quicktime, or Trainual’s built-in recorder
- Record audio using your smartphone to voice over processes and how-to’s while doing them
The key is to think in terms of a living, breathing document that is constantly changing, just like the organization itself. This is one of the main differentiators between building a business playbook and a traditional SOP (standard operating procedure).
Where a traditional SOP is typically a static document that can grow outdated virtually overnight for a modern, scaling company, the purpose of the playbook is to be nimble and evolving, and always up to date across departments and teams.
Want to learn more about creating repeatable systems for scaling up?
Check out this episode of the Process Makes Perfect podcast below or wherever you listen to podcasts and learn what Clarity and SaaS Academy Founder, Dan Martell, has to say about building the business playbook.
If your operational how-to’s and need-to-knows are scattered across random docs and emails, best practices are not standard practices, and people ask the same questions over and over, it’s time to try Trainual and build repeatable systems and processes that your company can scale on.