Do you have a procedure database for your business?

What is a procedure?

  1. Write actions out in the order in which they happen,
  2. Avoid too many words,
  3. Use the active voice,
  4. Use lists and bullets,
  5. Don’t be too brief, or you may give up clarity,
  6. Explain your assumptions, and make sure your assumptions are valid,
  7. Use jargon and slang carefully.

➜ Want to get a template? You can purchase my template database with the full procedure on how to make procedures here❗️

When Do You Need a Procedure?

  • Is lengthy (example: year-end inventory).
  • It is complex (example: benefits administration).
  • It is routine, but it’s essential that everyone strictly follows the rules (example: payroll).
  • Demands consistency (example: handling a refund request).
  • Involves documentation (example: disciplining a staff member).
  • Involves significant change (example: installing a new computer system).
  • Has severe consequences if done wrong (example: safety guidelines).
  • Similar questions are asked repeatedly.
  • People seem confused.
  • There are too many ways that people interpret the procedure.

How do you write a procedure?

  • When is the process completed?
  • The purpose
  • The tools
  • When was it last updated
  • A step by step process
  • A breakdown of all the steps with screenshots
  • A video guide showing how it’s done

Tips for preparing to write your procedure

Choose a format

Select a layout

Review current procedures

➜ Want to get a template? You can purchase my template database with the full procedure on how to make procedures here❗️

--

--

--

A freelance web designer, developer and world traveler

Love podcasts or audiobooks? Learn on the go with our new app.

Recommended from Medium

5 Things You Should Do To Become a Thought Leader In Your Industry, With Hannah Dixon

A meaningful path

A Most Interesting and Intimidating Job Listing

5 Tips for Work-From-Home Rookies

Professionals produce with intent

How UX design makes me a better dad

How to Job Hunt from a Total Expert

How To Write The Perfect Graduate CV To Land Your Dream Job

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Andrej The Freelancer

Andrej The Freelancer

A freelance web designer, developer and world traveler

More from Medium

3 Tricks to Find Targeted Content Ideas

Top 37 Smart Social Media Tactics in 2022

The Best Link Building Services Compared For 2022

How Curiosity and 'Googling' Leads to Campaign Brief