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How we do thingsHow do I keep our processes out of one person's head?

You don't need to write a manual. Put the checklists, notes and guides you already have where the team can ask about them. Constella answers how things are done from your own files, with the source attached.

Try Constella free

Free to start. No credit card.

Example

What do we check before a batch ships?

Stitch count, sole bond pull test, size labels and the final visual check, signed on the batch sheet.

Quality checklist.docx

Sound familiar?

“Only Maria knows how that's done.”

And Maria is on vacation this week.

Nearly 20%

of the workweek goes to finding information, or the colleague who has it.

Source: McKinsey Global Institute, “The social economy,” July 2012.

What changes

No manual. Just answers.

1 Gather what you already have. Checklists, notes, guides, saved emails.

2 Put it in one shared project. Nothing to rewrite.

3 Let the team ask how it's done. And see the file each answer came from.

Example questions

The steps behind the work.

How-do-we questions at different small businesses, answered from the notes and checklists they already had.

Constella

Example · Short-term rental host · 3 homes

What's the turnover checklist between guests?

Strip beds, restock coffee and towels, reset the keypad code, photos of each room to the shared album.

Turnover checklist.docx

Example · Dental clinic · 8 people

How do we close the office at night?

Sterilizer log signed, compressor off, alarm set, and the day sheet in the safe.

Closing procedures.pdf

Example · Online shop · 4 people

How do we handle a damaged-order complaint?

Ask for a photo, ship a replacement the same day, and log it on the damages sheet.

Customer service guide.docx

Example · Bakery · 11 people

What's the closing routine for the ovens?

Burn off at 260°C for 20 minutes, brush the decks, and log the temperature.

Kitchen routines.pdf

Too busy to switch?

Start small. Nothing to migrate.

Start here

Start with one checklist the team asks about every week.

Questions

What owners ask first.

Do we need to write a procedures manual first?

No. Start with what you already have: checklists, notes, guides and past emails you've saved. Constella answers from those, with the source attached.

What if our steps change?

Add the new version. The answer shows which file it came from, so the team can see it's current.

Is it free to try?

Yes. Constella is free to start, with no credit card.

Keep reading

Write it down once. Ask it anytime.

askconstella.com

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