Create a Process Catalog by listing the key processes that run your business or group.

Interview your staff and review job descriptions to make sure you haven't missed anything.

Categorize each process by function (e.g., finance, sales, client service), focus (e.g., planning, operations).

Assign each Process a unique ID number for quick reference (e.g., DFI04).

Complete visibility of "what we do here." Spot gaps quickly.

• Visualize the entire business.

• Identify process gaps and fill them or make plans to fix them.

Every Process has an Owner. Assign an owner Role to each process. 

You can see the list of Processes for each Role, thereby creating an always-updated Position Description.

Complete clarity about "who's doing what." Everyone knows what to do.

• Describe expectations and standards for each role.
• Remove ambiguity about what each person does.
• Ensure coverage of all processes by assigning roles to staff.
• Add more people to better cover key roles (hiring plan).

Every recurring Process generates tasks (to-do items). The Task List shows when each generated Task is due.

Complete accountability for when things get done. Nobody can say "I forgot about that."

• Track completion.
• Clarify due dates.

Create a How-to Guide for each Process so it's not run from memory. 

Describe the following for each Process:

• Owner
• Frequency
• ID
• Description

Add as many Labels as needed for each Process, such as the following:

• Resources used (software, tools)
• Functional area (e.g., finance, sales, client service)
• Focus (e.g., strategy, planning, analysis, operations)
• Priority
• Status (e.g., need to document, complete)

Link each Process to a document in OneDrive, Sharepoint, Google Drive, or Dropbox.

Complete consistency in "how we do things." Do things the best way, every time.

• Ensure consistency by defining the best way to do things.
• Share edits and improvements using a common repository