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Get your most important process out of your head

One page. Your number-one process — the trigger, the steps, the calls that need your judgment, the test for whether it runs without you. Fill it in once and hand it over.

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Preview of The One-Page Process Plan: a one-page form for a single business process — its name, trigger, and owner, a numbered step list with a Felt / Unfelt tick column and tally, the steps that need the owner's judgment, the metric that says it's working, and a three-month owner-absence test.

The One-Page Process Plan

Take your number-one process and get it out of your head: the trigger, the owner, the steps, the one or two calls that need your judgment, and the metric that says it's working. Section 4 marks each step Felt or Unfelt — would a client notice if software did this? — and totals them, so your automation list writes itself. The last line is the three-month owner-absence test: if you vanished for a quarter, does this still run?

I don't have time to document everything.
You're not documenting everything. One process, one page, about fifteen minutes. Pick the thing only you do that happens every week — that one buys back the most time first. The rest can wait.
My work is too bespoke to write down.
The judgment is bespoke. The process around it usually isn't — intake, setup, scheduling, follow-up, invoicing run the same way every time. The worksheet separates the two, so the bespoke part stays with you and the rest can run without you.
I've tried to get organised before and nothing stuck.
Usually because it started as a forty-page manual nobody opened. This is one page, in your words, built around a single process you actually run. Small enough to finish, specific enough to hand to someone.
I'm not trying to sell or step back.
A process that only runs when you're in the room keeps you in the room. Writing it down once means the next hire runs it from day one instead of shadowing you for six months — whether or not you ever use the door it opens.

Get your process out of your head

One page, about fifteen minutes.

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