3-Step Process Documenter

Here is a test I give founders. Pick your best employee and imagine they win the lottery tomorrow. Now tell me, honestly, how much of your business just walked out the door in their head.

This Month’s Tool

Most growing companies run on tribal knowledge. The way you onboard a client, close the books, ship the product, handle the angry customer, it all works because specific people remember how it works. Nothing is written down, or what is written down is a forty-page binder nobody has opened since it was printed. Then someone leaves, or you try to hire, or you try to grow past the point where you personally can catch every dropped ball, and the invisible machine starts grinding. The 3-Step Process Documenter™ is the EOS® tool for getting your core processes out of people’s heads and onto paper without turning it into a bureaucracy project that dies in month two. The trick is knowing what to document and, more importantly, what to leave out. That judgment call is exactly what Randy will teach in the room.

Taught By

Randy McDougal is an Expert EOS Implementer™ who has been helping businesses run better for more than twenty years, and he comes by it honestly. He started his first company in high school washing windows, later bootstrapped a printing business to four locations through people problems, empty bank accounts, and an actual fire, sold it to a national firm, and went on to co-found companies across seven industries, including the group selected to redevelop the Astrodome. When Randy talks about documenting what makes a business work, he is drawing on businesses he has personally built, broken, fixed, and sold.