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When only one person knows how something works, your team is one sick day away from a problem. This playbook helps you capture key processes simply, keep them in one place, and make them the first stop for questions.
INSIDE THE PLAYBOOK (1 page)
A 3-step framework: Capture the Process, Create One Shared Home, Check the Guide First
Two-minute prep so you walk in clear
Real wording for the hardest part
A short checklist for your next move
THE COMPANION TOOL: Knowledge Capture Template (6 pages)
A step-by-step template for documenting a process: what starts it, the steps, decisions, common issues, quality checks, key contacts, and how to keep it up to date.
USE THIS WHEN
Only one person knows a process
Critical information isn’t documented
New employees struggle to learn
Team members can’t cover for each other
YOU’LL KNOW IT’S WORKING WHEN
Critical processes are documented
Team members can cover for each other
Onboarding becomes easier
WHAT YOU GET
Instant download: one zip file with three print-ready PDFs (US Letter). The playbook, the Knowledge Capture Template, and a one-page Before You Begin guide.
When only one person knows how something works, your team is one sick day away from a problem. This playbook helps you capture key processes simply, keep them in one place, and make them the first stop for questions.
INSIDE THE PLAYBOOK (1 page)
A 3-step framework: Capture the Process, Create One Shared Home, Check the Guide First
Two-minute prep so you walk in clear
Real wording for the hardest part
A short checklist for your next move
THE COMPANION TOOL: Knowledge Capture Template (6 pages)
A step-by-step template for documenting a process: what starts it, the steps, decisions, common issues, quality checks, key contacts, and how to keep it up to date.
USE THIS WHEN
Only one person knows a process
Critical information isn’t documented
New employees struggle to learn
Team members can’t cover for each other
YOU’LL KNOW IT’S WORKING WHEN
Critical processes are documented
Team members can cover for each other
Onboarding becomes easier
WHAT YOU GET
Instant download: one zip file with three print-ready PDFs (US Letter). The playbook, the Knowledge Capture Template, and a one-page Before You Begin guide.