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Get it Right the First Time: Document Your Core Processes


Process 3

It’s highly likely that your company has certain tasks it completes over and over. Maybe the tasks are done every day or every week, by several individuals or by a manager of a particular department. Does each employee complete the tasks the same way? Do they complete them correctly? How do you know for sure?

 In EOS™, the tasks your company completes repeatedly are your Core Processes. Your Core Processes are the systems that make the foundation of your business. Your business may have a Core Process for HR, marketing, sales, operations and more. It’s imperative that your leadership team identifies your business’s Core Processes, is in agreement on what they are and what to call them, and is committed to following them.

Identifying your Core Processes is the first step, but you can’t stop there. You also need to document them, and teach every person in your company to follow them.

Why Document Your Core Processes?

Documenting your Core Processes means clearly articulating and recording the necessary steps to completing a particular task of your business. Notice we said “steps”. Your Core Processes are not a 200 page policy and procedure manual. They are the steps necessary to achieve a consistent result or outcome. It’s important to document because:

  • It ensures that your Core Processes are being handled the same way every time
  • It helps your employees streamline their efforts, and become consistent and efficient
  • It identifies unnecessary steps that cause confusion
  • It identifies unnecessary steps that were being completed because “we’ve always done it that way”
  • It puts checklists in place
  • It simplifies steps to help identify where technology can be applied
  • It helps your business be self-sustaining, so it can run without you

When documenting your Core Processes, less is more. EOS has 20/80 rule, which means you document 20 percent of your processes that produce 80 percent of the results.

Your Core Processes become your “way” of doing business. This creates consistency and reduces anxiety because you know your customers, vendors, and team members will have the same experience each time they interact with your company. Your Core Processes ultimately become a blueprint for scaling your company as you grow.

Do you need help documenting your Core Processes? If so, contact us. We can help.

About EOS

EOS is a holistic management system with simple tools that help you do three things we call vision, traction, healthy. Vision from the standpoint of first getting your leaders 100% on the same page with where your organization is going. Traction from the standpoint of helping your leaders to become more disciplined and accountable, executing really well to achieve every part of your vision. Healthy meaning helping your leaders to become a healthy, functional, cohesive leadership team.



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