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BRX Pro Tip: 3 Steps to Documenting Processes

August 4, 2022 by angishields

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BRX Pro Tips
BRX Pro Tip: 3 Steps to Documenting Processes
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BRX Pro Tip: 3 Steps to Documenting Processes

Stone Payton: [00:00:00] Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you this morning. Lee, let’s talk about a process for process, three steps to documenting process.

Lee Kantor: [00:00:12] Yeah. I think that documenting your processes is super important and no matter what your business is, there’s no way that you can delegate anything unless you have these processes documented. So, I think that this is one of the main jobs of a business leader in any venture that you have is to create some documentation if you want to grow outside of yourself.

Lee Kantor: [00:00:36] So, here is my simple three-step process to documenting process. Number one, write down the process you are documenting. What is it? What is the outcome you expect from doing it? That’s it. You got to get this down. This is a process. This is why we’re doing this.

Lee Kantor: [00:00:52] Second, flesh out the most important steps of the process to the best of your ability. So, start kind of putting down, okay, this is the goal. This is what I’m trying to accomplish. These are the steps that it takes to accomplish that. And then, as you start doing that, flesh out the most important steps of the process. So, get more granular with each step, adding more and more detail along the way, and then understand that each process is a work in progress. It’s going to change. It should be a living, breathing thing that gets optimized more and more over time.

Lee Kantor: [00:01:27] So, if you just do those three steps, write down what it is, this is the outcome I expect, here are the most important steps, and then getting more granular with each of the steps, over time you will be creating this manual of all the processes in your business. It doesn’t have to be a big hairy deal. It can be simple at first. It can be broad strokes at first, but just start documenting it and just understand that as you do it more and more, you’re going to keep optimizing it and keep adding detail to it over time.

Lee Kantor: [00:01:59] You don’t have to be intimidated by the whole process of documenting these processes or else you’re never going to do it. But as you do them and you flesh them out, you’re creating a more robust manual that’s going to help you at some point to delegate some of these processes. And ultimately, you’ll have a manual on how to do every aspect of your business which you can eventually sell.

Filed Under: BRX Pro Tips, BRX Studio Partner Pro Tips

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