Choose the right process
Start with frequent, important or error prone work that has a clear beginning and result.
- Name the process owner
- Define the desired outcome
- Observe the work first
Write usable instructions
Document steps in the order they happen, including decisions, tools, safety requirements and exceptions.
- Use plain language
- Add checklists where useful
- Link required forms
Test and maintain
Have another qualified person follow the procedure, correct gaps and assign a review schedule.
- Record the version
- Collect user feedback
- Update after changes
