Category: Document

  • temporary is important too

    temporary is important too

    Temporary notes for your business can be as valuable as formal documentation. I’ve written before about my notes to self. I often laminate these long-term reminders, but know that more ephemeral notes are important too. What kind of notes are these? They’re the quick reminders that need an extra nudge, such as a note to…

  • 3 Tips to Organize Your Notebook

    3 Tips to Organize Your Notebook

    The blank page of a notebook can be daunting. Consistently organized information can be found more easily, that’s the point of SEO and useful for a handwritten page too. However, I feel that the prevalence of curated notebook pages on social media can cause us to focus more on a perfect ideal instead of a…

  • Two Reasons to Create a Plan B

    Two Reasons to Create a Plan B

    Yesterday afternoon I waited (with everyone) for Perseverance to touch down on the surface of Mars. I have a long fascination with NASA missions, I had a literal front row seat to the small TV monitor in my first-grade classroom that fateful morning of 28 January 1986. I am very thankful this was a successful…

  • Editing Documentation, marking simple changes

    Editing Documentation, marking simple changes

    Documentation written primarily for your own use is challenging for multiple reasons. Because no one will ever see it, do you care about creating a consistent method for writing and editing? Yes. A simple formula to follow will help lower the friction to creating it in the first place. After it’s written, this text is…

  • Finding it Later, Analog Edition

    Finding it Later, Analog Edition

    It’s not challenging to write documentation; the key is to be able to find it when you need it. If you’re writing and storing all your notes in digital format your needs will be different than those kept primarily on paper. This post will discuss some ways to organize those analog notes. I keep some…

  • Notes to Self

    Notes to Self

    The words we choose can cause a concept to be embraced or scorned. There’s inevitably a look that appears in clients eyes when I bring up the topic of creating documentation for day-to-day tasks. I hear comments that range from, “It’s a waste of time” to “I (or my employees) know what to do, it’s…

  • Formatting Your Documentation, 4 Factors to Keep in Mind

    Formatting Your Documentation, 4 Factors to Keep in Mind

    Your business documentation will change and evolve over time. How you create and interact with it will as well. Choices you make today about how you write, format, and store your information will impact its future. Here are four things to keep in mind as you begin to think strategically about your documentation. 1. Multiple…

  • When to Write Documentation?

    When to Write Documentation?

    When is the best time to write business documentation? Before you need it. I find it easiest to write when I’m working on the process, aka “As You Go”. Why? This habit was ingrained back when I was teaching programming. A well commented computer program happens as you code! Comments and change logs are essential…

  • 3 Key Steps for a Simple & Successful File Strategy

    3 Key Steps for a Simple & Successful File Strategy

    Perhaps you think you have the simplest solution to document management — you don’t have any plan. That’s not helpful to your business. By contrast it’s super easy to over think and make a super complicated system. That’s just as detrimental! I know, I’ve done both. The key to a successful system is one that…