What Is A Workflow Document
Why You Need Workflows Documents
- Never Miss A Step – Even if you work on a certain process every day chances are you will miss a step at some point. As your business grows, it’ll be hard to keep track of every task related to each of your business workflows. Missing even a single step in any process will end up costing you time you don’t have. If you’re like me, it will piss you off that you have to spend time fixing something you thought you completed. That kind of stress is unnecessary and unhealthy.
Prepare to Grow – At some point, you’re going to need to delegate some of your processes to someone else. If you already have workflow documents created you can easily hand off tasks as soon as you realize you need help. Otherwise, you’re likely to spend time trying to figure out how to train someone else to do exactly what you do.
What To Include In Your Workflow Documents
Workflow Title – What workflow are you documenting? Some title examples include Blog Post Creation and Client On-Boarding.
Workflow Purpose/Description – In this section, you want to define the goal of your workflow. You can write a paragraph or keep it to one sentence. Let’s use Blog Post Creation as our example. To draft, publish, and promote a blog post.
Systems Required – Which business systems do you use to create your blog posts or onboard clients? My blog post systems include things like WordPress and Hemingway App.
Detailed Task List – I like to use a detailed checklist for this section. Each task gets a checkbox I can check off as I complete the task. No task is too small to add to your checklist. You will use these checklists when you hire someone to help you get all the things done. If you skip adding a step, they’ll never know they need to do it. Causing more of that unnecessary stress we talked about above.
Grab A Worksheet
Some of us (waves hand all around) like visual things. That’s why I’m giving you a copy of my workflow worksheet.