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4 Reasons Your Association Shouldn't Ignore Documentation

Learn why documenting your association's unique processes is key to improving efficiency, collaboration, and reducing errors.


In the dynamic world of non-profit associations, where mission-driven goals and community impact take center stage, the importance of documentation often goes unnoticed. But overlooking this crucial aspect can hinder your association’s efficiency and growth.

Creating and maintaining documentation tailored to your association’s internal processes—such as membership renewals, event planning, and day-to-day workflows—is crucial for success.

Hopefully your Association Management Software (AMS) offers a wide breadth of user resources and documentation. But robust documentation of your specific business processes ensures efficiency and smooth collaboration across your team.

From improving team collaboration to reducing errors in workflows, having clear, accessible documentation for your association’s processes is key. Here are four compelling reasons why prioritizing it will keep your association on track to fulfill its mission.

 

4 Benefits of Association Documentation

 

Automation1. Enhance employee productivity

Good documentation provides clear, organized, and easily accessible information. This reduce the time employees spend searching for answers and allows them to focus on their tasks. 

Empowers self-service problem-solving

Employees can refer to documentation to troubleshoot common issues on their own, reducing dependence on others for assistance. This self-sufficiency minimizes interruptions and boosts overall efficiency.

SITUATION

A staff member encounters a technical issue with the AMS.

Without Documentation

They rely on IT support or other colleagues to resolve the issue, which may lead to delays.

With Documentation

Troubleshooting guides or a knowledge base allow staff to resolve common issues independently, reducing downtime and IT support questions. 

 

 

Professionals working

2. Improve overall internal collaboration

Well-documented processes facilitate better collaboration among team members by providing a shared understanding of workflows and responsibilities. 

Improve internal communication and reduce misunderstandings

Clear, written guidelines help clarify roles, responsibilities, and expectations, reducing misunderstandings and the need for repetitive explanations. 

SITUATION

Your association has multiple teams (e.g., Membership, Marketing, Finance) that need to collaborate.

Without Documentation

Teams rely on verbal communication, which can lead to inconsistent understanding of processes and misaligned goals.

With Documentation

Shared resources like process maps, standard operating procedures (SOPs), and meeting notes ensure that all teams have a consistent understanding of how to work together efficiently.

 

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3. Reduce user errors

Proper documentation ensures that everyone follows the same procedures, leading to consistent outcomes. This uniformity reduces confusion and miscommunication among team members, streamlining collaboration.

Minimize errors and rework

Comprehensive documentation helps employees understand processes, tools, and workflows correctly, leading to fewer mistakes and less need for rework. This is particularly crucial when onboarding new staff or when existing employees tackle unfamiliar tasks.

SITUATION

Association event staff are planning the annual membership conference.

Without Documentation

Details about vendor contracts, event timelines, and responsibilities are scattered across emails and verbal agreements, leading to missed deadlines, incorrect data entry, and miscommunications across teams.

With Documentation

Checklists, timelines, and vendor management guides are centralized, allowing all team members to access the latest information and work from the same playbook, ensuring the event runs smoothly.

 

 

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4. Enjoy faster onboarding

Well-documented processes and procedures make onboarding new employees faster and more efficient. New hires can quickly get up to speed with well-defined guidelines, reducing the need for prolonged training sessions.

Facilitate knowledge retention and transfer

Documentation captures institutional knowledge, preventing critical information from being lost when employees leave. This continuity ensures that productivity is maintained despite staff turnover.

SITUATION

Your association is onboarding a new membership coordinator.

Without Documentation

The new employee spends weeks asking questions and making mistakes because processes are not clearly defined.

With Documentation

Onboarding checklists, FAQs, and step-by-step guides are available, reducing training time and helping the new coordinator become productive more quickly.

 


 

Personalized iMIS Documentation. Always up-to-date and tailored to your exact business processes and workflows.

Are you an iMIS user looking for documentation tailored to your organization's processes? 

iMIS Documentation Support Services provides you with personalized iMIS documentation tailored to your exact business processes and workflows. It’s always reliable and up-to-date.

 

 

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