In the Entrepreneurial Operating System (EOS), there are three steps to documenting your processes: Identify, Document, and Package. A Process is a series of actions or steps taken to achieve a particular end. They provide your people with the ability to be consistent in their actions.
If you want to grow your businesses, you need processes to operate and scale. They are powerful! Processes should be documented to help you and your people become productive and get the job done consistently. The Three-Step Process Documenter is a simple method to establish processes for your company.
In EOS, establishing processes are so vital to business operations such that Process makes up one of the Six Key Components. EOS as a complete tool kit to help leadership teams improve and grow their companies. To learn more about EOS, you should check out our summary of Traction: Get a Grip on Your Business.
Step 1: Identify
The first step of the Three-Step process Documenter tool is to Identify. First, you need to identify or recognize the processes at work in your business. In most companies, there are about seven core processes that encompass all significant activities.
Typical core business processes include the following:
- Marketing: The process for messaging your target audience and building a brand for your product or service.
- Sales: The process for selling a customer on your product or service.
- Operations: The process of producing your product or service for your customer.
- Customer Service: The process of taking care of customers after delivery of your product or service.
- Accounting: The process for managing the funds and cash flow.
- Human Resources (HR): The process to recruit, hire, manage, promote, and fire your employees.
After, you and your leadership team need to name each identified process appropriately. Keep the names functional and straightforward. Naming will provide clarity, reduce complexity, and improve productivity.
Step 2: Document
The second step of the Three-Step process Documenter tool is to Document. Next, you need to document and simplify your core processes:
- Choose an Author: You can assign the individual responsible for each process to document the respective process.
- Record the Major Steps: While capturing the main process steps, look for areas to simplify, eliminate redundancy, and reduce confusion. The resulting steps should have 1 to 5 sub-bullets to define the who, what, where, when, and how.
- Order Steps for Practicality: When organizing your workflow, you should opt for a linear or chronological approach.
- Simplify Using the 80/20 Rule: You can use the 80/20 rule to capture the essential activities for each process. For a specific process, the 80/20 rule states that 20% of documentation should capture 80% of the ideas and steps.
- Add Checklists: You can use this effective tool to give consistency, as checklists are widely used in many technical professions.
After the processes are documented, you and your leadership team should examine and approve each core process. There needs to be agreement such that your people follow and perform the core processes consistently the right way each time.
Step 3: Package
The third step of the Three-Step process Documenter tool is to Package. Last, you need to package your organization’s core processes into something easily accessible:
- Choose the Medium: You can go physical with a handbook or binder or digital using a PDF or Google docs.
- Create a Table of Contents: You should use the process names from the first step as the headings for the table of contents.
- Give the Package a Name: You can give your company’s process document a name to fit into the corporate culture.
The Three-Step Process Documenter has resulted in your processes to be easily found for work, reference, and training. You should train everyone in your organization to understand the processes, value them, and follow them. Also, show them where they can access to the packaged processes to get work done. Over time, your people will take consistent action, which will result in the growth, durability, and scaling of the organization.
I hope this post has helped you document the core processes in your organization. If you have any further questions or need additional help, feel free to comment below or send me an email me at firstname.lastname@example.org. Also, if you are wanting more Process Hacker content, you can subscribe to our short weekly newsletter on Productivity, Habits, and Resources.