- Define the Objective of the Process – why do you need a documented process? What do you need to achieve? Processes can be the bases of training your team ensuring a consistent approach is maintained.
- KISS – Keep Instructions Simple to Start with – then you can build on, break down into manageable pieces.
- Visuals / Flowcharts / Screenshots – to show the end-to-end process, what do you expect to see.
- What If / Contingency – show what if it goes wrong, how to rectify, does the process need to change?
- Avoid Jargon - be clear on definitions, create a glossary of terminology.
- Central Register – record what processes you have in one place, accessible for all and also avoid duplication.
- Update and Review Regularly –amend and review – don’t put it off – because it will be the one time a colleague picks up the process while you are on holiday and misses a step out.
- Feedback - ask a colleague for feedback – what you think can be interpreted differently by someone else.
Strong Foundations, builds Confidence.
Article by Louise Grant, Operations, Quality & Compliance Manager