·2 min read

Does your business depend on one person remembering everything?

Find the everyday knowledge your team needs when the usual person is away.

Teams

Someone knows which customer needs a call before delivery, where the latest price list lives, and why an order is waiting.

That knowledge helps the business run. It can also make it difficult for that person to take a day off.

Look at the questions people take to them

Start with the interruptions. What does the rest of the team keep asking? Which decisions wait until this person is available?

Some answers belong in a shared note. Others need to sit beside the work. A delivery instruction is easier to use when the person arranging delivery can see it on the order.

Ask the person doing the remembering what they need too. They may have a system that works for them, even if nobody else can follow it yet.

Make one handoff easier

Choose a task that regularly passes between people. Write down what the next person needs to know and where to find it.

Try it with someone who does not usually do the task. Notice where they hesitate or need explanation.

A shared tool may help if messages and notes have become difficult to follow. Check whether it makes this handoff easier before adding more work to it.

Keep the information close to the task

A large document may be useful for reference, but it can be awkward to search while someone is waiting for an answer. Think about when a colleague needs each detail and where they are already working at that moment.

Some information changes often. Decide who can update it and how the team will know which version to use. A shared note with old instructions can create its own confusion.

After trying a new handoff, ask both people how it went. Did the person receiving the work have enough context? Did the usual owner still need to step in? Use that feedback to decide what to document or change next.

Tell me what you need to build. I can help you take it through launch.