Easiest way to start documenting your systems

If the wrong person suddenly departs your organization,
your whole team could have a really hard time using the systems that person has left behind

… unless those systems get documented.

That could be a big job, but the good news is:
you don't have to do it all at once.

A Google Doc can be your starting point.

And it's a very easy starting point.

You just open up a new document and use outline formatting.

Right away, you have sections
and structure
and even a table of contents.

Share it with your team.
Let them edit it alongside you if you like,
or just give them read-only access.

Then, take a few minutes now and then to add the information that matters:

• Vendor names and contact information.

• Which third party provider takes care of what services.

• Structures and naming conventions for organizing your CRM data.

• Anything that's hard to explain in a sentence, or impossible to explain if you or one of your team members becomes unavailable.

Now there's a big caveat here: this is not for account usernames and passwords. Ever.

But for everything else, this simple document can be your very easy starting point.

You can always formalize it more later, if you like.

But you can only do that if you've actually started somewhere.

Try starting with a humble Google doc.

Within a few weeks or months, you'll have a resource that could really save your bacon.

I bet you could start it today.

All the best,
A.