Three Js

Process documentation

Written steps your team can follow.

We turn tasks that live in one person's memory into clear procedures the whole team can use.

What it covers

From spoken habit to written procedure.

Each procedure is short, specific and tested with the people who do the work, so it matches reality rather than an ideal.

  • Interviewing the people who do each task today.
  • Writing the steps in plain language, in order.
  • Noting the tools, files and approvals each step needs.
  • Testing the draft with the team and fixing gaps.

The documents

Three kinds of written procedure.

Open notebook with numbered steps

Task guides

Step-by-step guides for the tasks that repeat most often and cause the most questions.

Folder labelled for handover on a desk

Handover notes

Short notes that let a colleague pick up a task mid-way without losing the thread.

Calendar with a recurring reminder circled

Review routine

A simple schedule for checking each document, so it stays accurate as the business changes.

Next step

Get the knowledge out of one head.

Name the task that only one person can do. We will say how long a written procedure would take.