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Two Reasons to Create a Plan B

February 19, 2021 | Leave a Comment

Plan A versus Plan B words typed on a vintage typewriter

Yesterday afternoon I waited (with everyone) for Perseverance to touch down on the surface of Mars. I have a long fascination with NASA missions, I had a literal front row seat to the small TV monitor in my first-grade classroom that fateful morning of 28 January 1986. I am very thankful this was a successful […]

Editing Documentation, marking simple changes

January 8, 2021 | Leave a Comment

Stack of typed papers on desk with red edits in pen. a red pen is on the wooden table as is a laptop, a mug, and a flower pot with small blooms

Documentation written primarily for your own use is challenging for multiple reasons. Because no one will ever see it, do you care about creating a consistent method for writing and editing? Yes. A simple formula to follow will help lower the friction to creating it in the first place. After it’s written, this text is […]

Finding it Later, Analog Edition

November 27, 2020 | Leave a Comment

It’s not challenging to write documentation; the key is to be able to find it when you need it. If you’re writing and storing all your notes in digital format your needs will be different than those kept primarily on paper. This post will discuss some ways to organize those analog notes. I keep some […]

Notes to Self

October 16, 2020 | Leave a Comment

The words we choose can cause a concept to be embraced or scorned. There’s inevitably a look that appears in clients eyes when I bring up the topic of creating documentation for day-to-day tasks. I hear comments that range from, “It’s a waste of time” to “I (or my employees) know what to do, it’s […]

Formatting Your Documentation, 4 Factors to Keep in Mind

September 4, 2020 | Leave a Comment

journal with a cup of tea on a rustic picnic table- handwriting and drawing in pencil.

Your business documentation will change and evolve over time. How you create and interact with it will as well. Choices you make today about how you write, format, and store your information will impact its future. Here are four things to keep in mind as you begin to think strategically about your documentation. 1. Multiple […]

When to Write Documentation?

July 24, 2020 | Leave a Comment

Stack of documents with binder clips and pen on wooden table, closeup view

When is the best time to write business documentation? Before you need it. I find it easiest to write when I’m working on the process, aka “As You Go”. Why? This habit was ingrained back when I was teaching programming. A well commented computer program happens as you code! Comments and change logs are essential […]

3 Key Steps for a Simple & Successful File Strategy

December 11, 2019 | Leave a Comment

an office with files in the background, a bright white desk & computer, and white board with post-it notes.

Perhaps you think you have the simplest solution to document management — you don’t have any plan. That’s not helpful to your business. By contrast it’s super easy to over think and make a super complicated system. That’s just as detrimental! I know, I’ve done both. The key to a successful system is one that […]

Creating a file strategy

October 12, 2019 | Leave a Comment

Now that we’ve created all this documentation it’s a good time to start exploring some of the ways technology might be used, abused, and improved in your business. I’m going to begin with an area I personally need to address for my business, writing these posts will keep me accountable. Let’s talk about all those […]

Next steps after documenting your business

October 2, 2019 | Leave a Comment

Congratulations, I hope this series of blog posts has shown you the value of documentation for your business. I can anticipate your next question, “Now what?!” Here are three quick next steps you can take now that you’ve started on this path. First, revise the documents for both content and formatting. If you’re like me, […]

How documenting your business can help you simplify

September 25, 2019 | Leave a Comment

doodle showing complex scribbles for an arrow direction; simple straight line arrow

Working more effectively is a worthwhile goal however it’s challenging to figure out how to begin. I’ve seen documentation help a business highlight that starting point. Be honest, after completing a task for your business a certain way once, how often does that become The Way thereafter? Many of my clients sell both directly to […]

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