When starting with a new client, documenting all your processes from the start is one sure-fire way to stay organized! This also gives your client invaluable piece of mind if you need to take leave suddenly, and makes your life MUCH easier if you need to train a replacement for any reason.
So, what's the best way to do this? Everyone has their own style, but there are tools out there that can be helpful no matter how you decide to document. The 3 tools listed below will help you make your process documenting procedure a breeze.
- Jing - Jing is a great tool that allows you to record video and audio directly from your screen. It is a great way of explaining something visually rather than over email and is also useful to create manuals and capture processes when handing over client work before a vacation, for example. Jing is designed for quick recordings and there is a five minute limit for each video. If you need longer recordings, check out TechSmiths SnagIt which offers longer recordings.
- Sweet Process - Sweet Process is a great place to document repetitive tasks to allow someone else to learn how to do something. As an example, it could be a great tool for one of your clients to show you how they do something, and then you can learn from their video, images and notes. It can be accessed on phones, tablets or computers, so you and your client can access any documentation no matter where you are. There is a 14 day free trail and then prices range from $29-$99 a month.
- Pamela For Skype - Have you ever wished you could record your Skype calls? You can with Pamela For Skype. It allows you to control and customize your Skype with features such as call, video and chat recording, an answering machine, auto chat reply and Skype call scheduler. It is free for up to fifteen minutes of recording, and then there are various price packages available. The Professional and Business packages can be tested free for 30 days. Use it to go back and reference a conversation, watch a screen-sharing session, or just to keep records.
What's your favorite way to document processes? Share with us in the comments below!