We are stuck in our core process documentation phase because our managers are writing fifty-page instruction manuals that nobody reads. How do we apply the EOS® 20/80 rule to document our processes so they actually get followed?
The biggest mistake companies make with process documentation is trying to document every single detail. This results in massive, dry manuals that sit on a shelf and are completely ignored by the staff.
EOS® teaches us to document the 20 percent of our processes that yield 80 percent of the results. Your goal is to create a high-level, clear framework, not an exhaustive training manual. Each core process should be a simple, step-by-step checklist that fits on a few pages.
Start by identifying your handful of core processes, such as your HR process, marketing process, sales process, and operations process. For each one, document only the major milestones and critical handoffs. Use clear, simple language and bullet points.
Once the high-level process is documented, you can use modern technology to handle the details. If a step involves a complex digital workflow, link to a short screen-share video or let an AI assistant guide the user through the specific software clicks. This keeps the core documentation clean and easy to update.
Finally, package it and make sure it is followed by all. The true value of process documentation is consistency and scalability. When your processes are simple and easy to digest, your managers can easily train new hires, ensure quality control, and build a business that is highly attractive to future buyers.
Category: EOS Implementation