9: How Do I Document My Business Without Overcomplicating It?
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I paid a systems company thousands of dollars to organize my business, and when they handed it back, I was devastated. My eight year old could have done a better job.
In this episode I break down why most attempts at documenting a business fail, and it's not because owners don't try hard enough. Years ago at Primavera, we built these huge three ring binders full of screenshots of every single step in our CRM. Hundreds of hours of work. Then we switched CRMs and the entire thing became worthless overnight. So we went digital instead, Google Drive, Dropbox, Loom, Google Docs, and somehow employees still came straight to me or my sister for answers instead of looking anything up. That's what eventually led me to hire a systems company for thousands of dollars, and what they handed back was the same mess, just reorganized into more folders.
That's when it hit me: the problem was never that we didn't have enough documentation. The problem was that we'd made documentation way too complicated. I get into the simple SOP for small business approach I use now: record yourself answering the one question your team keeps asking, a few minutes, no polish, and that's your first SOP. And the part that actually makes it stick, redirecting people back to the documentation instead of just answering the question again.
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If you want a simple way to create and organize your SOPs, check out Sophie at sophiehq.com
Resources and Links:
Visit: https://bit.ly/JhonLeBaron
Download the free resource: https://bit.ly/Jhons5Reasons
Facebook: https://bit.ly/JhonLeBaronFacebook
Instagram: https://bit.ly/JhonLeBaronInstagram