If you're spending all your time directing people on where information is, training your team, or just struggling to figure out what the tasks the employee that just left did, then this episode is for you. Documenting the way things are done inside your organization doesn't just protect you when someone leaves, it helps to streamline onboarding and ensures that your team is doing critical tasks in the same way.

What you'll learn:

→ what is a knowledge base? → how to get started with creating one. → how often you should be reviewing your knowledge base. → creating your knowledge base champion

Want to skip ahead? Here are key takeaways:

[6:36] A knowledge base is a central location where you house all of the information people inside your organization, or your board, may need. This includes things like passwords, proccesses for repeateded tasks, event logistics, and more. It keeps things out of post-it notes, personal notebooks, and inside our own heads. This is an electronic document that is constantly evolving and being added to, but has the most current information. [11:20] Creating a knowledge base takes time. First – start with new roles you're hiring for. Or maybe you have someone thats's about to take an extended vacation or retire. Document those elements first. Have them put their tasks down on paper. Then have someone that doesn't do that task read the instructions and see if they can execute. [17:46] Keeping it up to date can be overwhelming. Any time you have a a major staff member transition its a good time to review those tasks. Otherwise, break it into sections and review one section quarterly. That way you know your entire knowledge base gets reveiwed roughly once a year. [22:54] Create a team culture around utilizing your knowledge base. It takes consistency to ensure this stays up to date. It can be helpful to have a chamption in the team that manages it and keeps everyone on track.

Resources

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Roxanne Fry Founder, RoxStar Solutions

Roxanne Fry is the founder and CEO of RoxStar Solutions LLC. As a process improvement solutionist, she helps nonprofits leverage technology tools to streamline their day-to-day business operations and maximize the use of their CRM. Roxanne is a certified Salesforce Administrator with extensive nonprofit C-Suite experience. Learn more at https://roxstarsolutions.com

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