Posted by Kirsten Gibbs
Last updated 17th February 2021
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With teams suddenly dispersed, all that tacit knowledge of 'what it is we're trying to do, and how to do it', is much harder to access. You can't simply shout across the office "How do I do X again?"
It will be very tempting to start automating everything.  But you need to think about what you're automating first, else you can get trapped in the software manufacturer's model of how your business should work.
So here 's a quick guide to capturing 'What we do round here' that will work over Zoom, Skype etc.
Key Principles:
How to go about it:
Follow the rapid improvement cycle:
Repeat until you have a work instruction/procedure/process that can be run reliably by anyone who needs to.
Automate the bits humans shouldn't be doing.  Then let the humans get on with the rest.
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