Do you have simple and repetitive tasks to get done every year, every week, or even every day like sending emails to clients, answering the phone, or making edits to the website? You should be making procedures for those tasks and here’s why!

If there is a switch in your role or someone else comes onboard, having a simple procedure for them to start off with will give them a jump start into learning their new role. This also means less training on your end. You know more than you think you do, so be sure to include all the little details that get you from one step to the next.

You might only do these tasks every so often, like mailing out a Christmas card, which means forgetting and wasting time re-learning when you go to complete the task in the middle of the holiday busy season. Instead, you can refer to your procedure waiting for you in your “Admin Procedures” folder. There, you will be pleasantly greeted with step-by-step instructions to jog your memory and get that task done more efficiently.

Procedures can be as simple as a bulleted, typed out document explaining a single task. You can also make them more detailed by including screenshots/pictures of the step or adding links to websites involved in the task. You can make them however it fits your business best, using a variety of software from Microsoft to Google Drive. Just as long as you and your team know where to easily find them.