College clubs face a predictable institutional-knowledge problem: their most experienced leaders graduate. The president, vice president, treasurer and communications director may spend a year learning how the organization works, building campus relationships and...
Many small businesses depend on the owner for decisions that should not require the owner. Employees ask: Can I approve this refund? Which vendor should we use? How much can I discount this job? Can we reschedule this customer? Who handles this complaint? Is this...
Most small businesses have procedures. They may not be organized, current or easy to find, but they exist somewhere. Instructions are often scattered across: SharePoint folders Microsoft Teams Shared drives Email attachments Printed binders Spreadsheets Training...
When a long-term employee leaves a small business, the company loses more than labor. It may lose years of unwritten knowledge: Which customers require special handling How difficult jobs are estimated Which vendors are dependable Where important files are stored Why...
New board members are often given a large collection of documents and very little help understanding how those documents fit together. The orientation packet may include: Bylaws Financial statements Strategic plans Committee descriptions Conflict-of-interest policies...
