Documenting Your Workflows

Overview:

One of our unique services as a company is Workflow Documentation. We have trained our DDAs to document processes and procedures while they are training with you. If you do not have your systems and processes in place, this would be perfect for you. 

Jaime Jay, the CEO of Bottleneck, has come up with the book “Quit Repeating Yourself.” He emphasized the importance of building systems and processes, documenting every procedure you do to avoid the habit of starting over and over again. 

As your DDAs are training on the tasks, you’ll have to record every training, in that way, they can go back to the recordings and begin documenting the processes for you. 

In the previous video, we talked about the Training Calendar. We have divided that into 3 phases for the first 90 days. 

For each phase, you will spend at least 1 hour a day for the first 2 weeks training your DDA on the tasks, they will then start drafting the workflows while performing the tasks, still checking in with you, and sending their daily reports. 

In the 3rd and 4th week, instead of spending an hour training, your DDA will get back to the recordings and spend the time building the workflows for you while performing the tasks, still doing daily check-ins and reports. 

At the end of each phase, your DDA will schedule a time with you to check the workflows before uploading them into a specific folder in your company.  

At the end of 90 days, your DDA will compile all of the Workflow and submit them to Bottleneck’s Graphics Team for branding. They will have to submit your branding guideline together with the workflows and once done, we will deliver to you your Branded Workflow Manual. 

Call to Action:

Click on the next video to learn more about your Next Steps in the Process.

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