Thursday, May 16, 2024

Why?

 

This is a question that I ask so often and the reason I do that is to get an answer that I think someone knows, but I am not certain.

As a documentor being able to ask someone why they are doing something in a specific way can help provide either an answer to that standard question or it might not. I have asked that question before and the answer I got back was “Because it’s how it’s always been done.” In some many jobs you are taught by someone how to do a specific task, and you will continue to do it that way because that is how you do it or at least that is how the other person did it. It is amazing when you can look at the specific task and take it apart step by step that you may find an easier way of doing something. For me, I will sit and listen to the person explain the task and make lots of notes and then see if there is an easier way to do that task and get

This is a question that I ask so often and the reason I do that is to get an answer that I think someone knows, but I am not certain.

As a documentor being able to ask someone why they are doing something in a specific way can help provide either an answer to that standard question or it might not. I have asked that question before and the answer I got back was “Because it’s how it’s always been done.” In some many jobs you are taught by someone how to do a specific task, and you will continue to do it that way because that is how you do it or at least that is how the other person did it. It is amazing when you can look at the specific task and take it apart step by step that you may find an easier way of doing something. For me, I will sit and listen to the person explain the task and make lots of notes, and then see if there is an easier way to do that task and get the same or even better results.

When you can ask that simple question of “Why do you …” it will make people think about why they are doing something and how they are doing it. It is a matter of sitting back and thinking about a process and how it might be done differently. Also asking the question, “Why?” can help with building the documentation, especially if there are specific steps that are required. In some jobs there are specific tasks/steps that must be performed and for a lot of people they just become routine, and they don’t think about them at all and sometimes can't remember the steps outside of doing the steps (autopilot isn't always the best).

Here are several different ways of asking questions that will give you different answers.

  • Why do you do this specific step before another step?
  • Why do you do have to take copies of the item so many times?
  • Why does it work that way?
  • Why can't you do it a different way?

It is always fun when you can sit back and think through a process and see ways to improve it, even if they are just small changes. Some of these small changes can make the process a lot easier to do and maybe even faster to accomplish.

Why, seems like such a simple word, but it can spark a conversation that will provide a lot of information. Yes, there are times when I may sound silly asking that question quite a few times, but the more detail I can get, the better documentation I can do. Sure, just watching a person do a job is one way to document it but understand the steps and why they are doing something is also a key part of understanding the job so that it can be documented.

So, next time you hear me ask “Why” understand that I am trying to make sure that you also know why you are doing a specific task a specific way.

Thursday, May 9, 2024

Why blind copying recipients in emails is a good idea

Recently, I received an invitation to a Zoom meeting/interview, (for a volunteer board position).  It made me feel good, knowing that I had at least got a change for the interview.  Nice, I made the first cut, but then my security senses start seeing some issues that concerned me.

Here are the issues that concerned me with the invite:

  1. The invite to the Zoom meeting was sent to everyone in one email, and all applications were in the main address to field.  The applicants were not blind copied, which now shows each person who else has put their hand up for this position.

    1. It should have been blind copied to each of the applicants, so that they don’t know the email addresses of the other applicants. When you are sending an email to a non-team bunch of people, you should always blind copy to protect each individuals' privacy. This is also an HR level confidentiality issue of providing email addresses to others that may not have it, and they now know who their competition is. 

  1. The interview was going to be a single Zoom call and each person had 15 minutes for their interview before the next person was to sign-in.

    1. It would have been a better idea that each interview was done via a separate Zoom invite/meeting, so there was complete isolation from each individual.

    2. 15 minutes is not a lot of time to answer questions about a position, given there was no job description ever provided. Sure, a Treasurer position you can figure out the basics of the position but is there a term, and of course a lot of the other things. What is really required of this Treasurer role?

    3. What was stopping the rest of the individuals that are being interviewed to sign on early so they could watch the other person getting interviewed?

The basic courtesy when you are sending an email to a bunch of people that do not know the involvement of each other is to blind copy them instead of putting each of their email addresses in the to field. Also, if you are going to be interviewing different people, I would recommend that there be three different invites sent out to three different Zoom meetings. It might mean a bit more work for the individuals doing the interviewing, but at least then each person has their own meeting and not part of another person’s interview.

Blind copying people in emails is always a good idea when you don’t want each person to know who else has been included, and it is also a good security measure so that email addresses cannot be shared with others or possibly compromised if another person’s email account is compromised. So, next time you are wanting to talk to a group of people that probably don’t know each other or their involvement, I would blind copy everyone to ensure that privacy and security is part of the communication.

PS: the outcome of this was that one person immediately pulled because they thought they would be the only one, and then I pulled after drafting this and then letting the organization know my concerns about how things were handled.

Thursday, May 2, 2024

Addressing training needs of a small business

There are so many times that we hear someone say that they don’t have time to work with their staff to get them up to speed on the various tasks that the individual needs to do. They are too busy doing their own job to show someone what the new hire or new promotion person needs to do. It is something that can be easily resolved that will save you time and energy in the long run.

One of the simple ways of making sure that the new person will feel comfortable with their job, is to ensure that there is enough information available to them. So that if/when they run into an issue, they can either know where to go to get the answers or be able to look up some of the common issues that arise. A simple method is to have some documentation available, so that the person can understand their job and what is expected of them. Sure, that might take a bit of time initially to get written up, but once it is done it is easier to keep it updated, and it's a reference for you as well. Trying to get this done when you are also trying to do your own job can be nearly impossible. Having someone that can assist you with that needs can solve a lot of problems of getting the initial documentation going.

Writing documentation, manuals and training notes is something that is available through Konecny Consulting. Let us work with you to figure out what your needs are and if we can assist you in making it easier to ensure everyone is trained and knows their job.

Ideas of things that we can assist with are:

  • Quick tips
  • Lesson plans for training
  • Procedure manuals
  • F.A.Q.’s
  • Other documentation as requested.

These are just a few of the offerings that we have, so why not reach out to us and see if we can assist you in moving your training notes, etc. forward.