Turning how-we-do-it into written procedures

The problem

Know-how lives in a few people's heads. Training is slow, mistakes repeat, and the business depends on whoever remembers how things are done.

What SI does

A team member records themselves doing the task, or just talks it through. SI turns the recording or transcript into a numbered procedure with purpose, tools needed, steps, checks, common mistakes and who to ask. It lists steps that seemed unclear so the expert can fill them in.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Commercial bakery

  The head baker narrates the opening routine, and SI writes a procedure covering oven checks, proofing times and allergen cleaning.

• Medical billing office

  A screen recording of submitting a claim correction becomes a step-by-step guide with screenshots referenced.

• Property management company

  The move-out inspection process becomes a checklist with photo requirements per room.

What it takes to set up

A way to record (phone, screen recorder, video call) and a shared place for procedures. Setup is often a day.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Here is a transcript or recording of [person] doing [task]: [file]. Write a procedure with purpose, tools needed, numbered steps, checks, common mistakes and who to ask. List any steps that are unclear. Pause and show me before sending, submitting, posting or changing anything.