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Effective Business
       Documents




              from




Tips to help you get the most from your procedures
           and other business documents.
1. Keep it simple




            Effective Business Documents, LogiQA, Page 2
Who will be using your
     procedures?




Target your writing style
  to suit the end-user.
                Effective Business Documents, LogiQA, Page 3
Consider the abilities of
   your end-users.




                Effective Business Documents, LogiQA, Page 4
Documents should
      be written in a
      particular style if
      he is the target…


but differently
 if they are the
         target.
                   Effective Business Documents, LogiQA, Page 5
Consider if the process
   would be better
  represented with
pictures or diagrams?



               Effective Business Documents, LogiQA, Page 6
Is the process very
       technical?




Is a lot of information
      required for
   troubleshooting?
               Effective Business Documents, LogiQA, Page 7
Too much information
 creates confusion…




             Effective Business Documents, LogiQA, Page 8
Why not link to the
 information or provide
  details of the physical
location in the procedure
         instead?



                Effective Business Documents, LogiQA, Page 9
2. Less is more




           Effective Business Documents, LogiQA, Page 10
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
More   documents   ≠   Better              System
                         Effective Business Documents, LogiQA, Page 11
Too many documents =
greater administrative
    burden to keep
  documents current




              Effective Business Documents, LogiQA, Page 12
Ask yourself…

Can I amend an existing
 document rather than
   create a new one?

 Use common sense to
       decide.

               Effective Business Documents, LogiQA, Page 13
3. Make documents
    accessible




            Effective Business Documents, LogiQA, Page 14
Well written documents
  alone do not make an
effective documentation
         system.



               Effective Business Documents, LogiQA, Page 15
If they can’t be located
or accessed they may as
     well not exist.




                Effective Business Documents, LogiQA, Page 16
A good quality
     information
management system will
   make documents
      accessible.



              Effective Business Documents, LogiQA, Page 17
Access is available whether
 end users are in the same
building, are in the field or
    travelling overseas.




                   Effective Business Documents, LogiQA, Page 18
Also, instructions should
 be readily available at
 the time the process is
       taking place.




                Effective Business Documents, LogiQA, Page 19
Consider printing work
  instructions on the
reverse of worksheets.




              Effective Business Documents, LogiQA, Page 20
Or link the procedure to
 the applicable results
   entry area in your
      information
 management system.


                Effective Business Documents, LogiQA, Page 21
4. Fresh eyes give a fresh
       perspective




                 Effective Business Documents, LogiQA, Page 22
Those newest to your
 organisation see your
systems with fresh eyes.




               Effective Business Documents, LogiQA, Page 23
They may have some
valuable improvement
  suggestions. Ask.




             Effective Business Documents, LogiQA, Page 24
Alternatively
consultants can provide
    a professional
  assessment of your
       systems.




               Effective Business Documents, LogiQA, Page 25
5. What’s mine is yours




               Effective Business Documents, LogiQA, Page 26
Is the right message
being received in your
      workplace?




              Effective Business Documents, LogiQA, Page 27
While someone needs to
     be ultimately
 responsible for each
document, try to avoid
   using terms like
 “document owner”.


              Effective Business Documents, LogiQA, Page 28
This term often creates a
 “hands off” mentality
  within the workplace
   whether that is the
      intent or not.




                Effective Business Documents, LogiQA, Page 29
Document improvement
   suggestions should
 always be encouraged.



              Effective Business Documents, LogiQA, Page 30
Benefits of effective
    business documents =
quicker and easier training +
 better utilised documents +
  more consistent process.




                   Effective Business Documents, LogiQA, Page 31
And really, isn’t that
why they were written?

Click here for more information about
     Effective Business Documents




                        Effective Business Documents, LogiQA, Page 32
Icon Credits

Files designed by Pieter J.Smits from the Noun Project
Graduate designed by Thomas Weber from the Noun Project
Test Tube designed by Blake Thompson from the Noun Project
Inbox designed by Leslie Zander from The Noun Project
Binoculars designed by Stephen West from The Noun Project
Delivery Man designed by jon trillana from The Noun Project
City designed by Thibault Geffroy from The Noun Project
Rural designed by Evan Caughey from The Noun Project
Team designed by Björn Andersson from The Noun Project
Businessperson designed by Olivier Guin from The Noun Project
Bullhorn designed by Shane Miller from The Noun Project
Lock designed by Andy Fuchs from The Noun Project




                                                  Effective Business Documents, LogiQA, Page 33
LogiQA provide practical advice and products 
                               to assist businesses to meet their certification 
                               and accreditation requirements with a focus 
                               on achievable business improvement 
                               strategies. 

                               We offer expertise in ISO9001 Quality 
                               Management Systems and Scientific/Medical 
                               accreditation requirements including:

                               ISO17025 Forensic Science Accreditation
                               ISO15189 Medical Laboratory Accreditation
                               ISO13485 Medical Device Compliance
                               ISO17025 Testing & Calibration Accreditation
                               Diagnostic Imaging Accreditation Scheme (AUST)
            T (07) 3172 7744
  E enquiries@logiqa.com.au    We also provide programming expertise to 
PO Box 117, Salisbury Q 4107   help support compliance with these 
        www.logiqa.com.au      requirements.




                                           Effective Business Documents, LogiQA, Page 34

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Effective Business Documents Tips

  • 1. Effective Business Documents from Tips to help you get the most from your procedures and other business documents.
  • 2. 1. Keep it simple Effective Business Documents, LogiQA, Page 2
  • 3. Who will be using your procedures? Target your writing style to suit the end-user. Effective Business Documents, LogiQA, Page 3
  • 4. Consider the abilities of your end-users. Effective Business Documents, LogiQA, Page 4
  • 5. Documents should be written in a particular style if he is the target… but differently if they are the target. Effective Business Documents, LogiQA, Page 5
  • 6. Consider if the process would be better represented with pictures or diagrams? Effective Business Documents, LogiQA, Page 6
  • 7. Is the process very technical? Is a lot of information required for troubleshooting? Effective Business Documents, LogiQA, Page 7
  • 8. Too much information creates confusion… Effective Business Documents, LogiQA, Page 8
  • 9. Why not link to the information or provide details of the physical location in the procedure instead? Effective Business Documents, LogiQA, Page 9
  • 10. 2. Less is more Effective Business Documents, LogiQA, Page 10
  • 11. More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System More documents ≠ Better System Effective Business Documents, LogiQA, Page 11
  • 12. Too many documents = greater administrative burden to keep documents current Effective Business Documents, LogiQA, Page 12
  • 13. Ask yourself… Can I amend an existing document rather than create a new one? Use common sense to decide. Effective Business Documents, LogiQA, Page 13
  • 14. 3. Make documents accessible Effective Business Documents, LogiQA, Page 14
  • 15. Well written documents alone do not make an effective documentation system. Effective Business Documents, LogiQA, Page 15
  • 16. If they can’t be located or accessed they may as well not exist. Effective Business Documents, LogiQA, Page 16
  • 17. A good quality information management system will make documents accessible. Effective Business Documents, LogiQA, Page 17
  • 18. Access is available whether end users are in the same building, are in the field or travelling overseas. Effective Business Documents, LogiQA, Page 18
  • 19. Also, instructions should be readily available at the time the process is taking place. Effective Business Documents, LogiQA, Page 19
  • 20. Consider printing work instructions on the reverse of worksheets. Effective Business Documents, LogiQA, Page 20
  • 21. Or link the procedure to the applicable results entry area in your information management system. Effective Business Documents, LogiQA, Page 21
  • 22. 4. Fresh eyes give a fresh perspective Effective Business Documents, LogiQA, Page 22
  • 23. Those newest to your organisation see your systems with fresh eyes. Effective Business Documents, LogiQA, Page 23
  • 24. They may have some valuable improvement suggestions. Ask. Effective Business Documents, LogiQA, Page 24
  • 25. Alternatively consultants can provide a professional assessment of your systems. Effective Business Documents, LogiQA, Page 25
  • 26. 5. What’s mine is yours Effective Business Documents, LogiQA, Page 26
  • 27. Is the right message being received in your workplace? Effective Business Documents, LogiQA, Page 27
  • 28. While someone needs to be ultimately responsible for each document, try to avoid using terms like “document owner”. Effective Business Documents, LogiQA, Page 28
  • 29. This term often creates a “hands off” mentality within the workplace whether that is the intent or not. Effective Business Documents, LogiQA, Page 29
  • 30. Document improvement suggestions should always be encouraged. Effective Business Documents, LogiQA, Page 30
  • 31. Benefits of effective business documents = quicker and easier training + better utilised documents + more consistent process. Effective Business Documents, LogiQA, Page 31
  • 32. And really, isn’t that why they were written? Click here for more information about Effective Business Documents Effective Business Documents, LogiQA, Page 32
  • 33. Icon Credits Files designed by Pieter J.Smits from the Noun Project Graduate designed by Thomas Weber from the Noun Project Test Tube designed by Blake Thompson from the Noun Project Inbox designed by Leslie Zander from The Noun Project Binoculars designed by Stephen West from The Noun Project Delivery Man designed by jon trillana from The Noun Project City designed by Thibault Geffroy from The Noun Project Rural designed by Evan Caughey from The Noun Project Team designed by Björn Andersson from The Noun Project Businessperson designed by Olivier Guin from The Noun Project Bullhorn designed by Shane Miller from The Noun Project Lock designed by Andy Fuchs from The Noun Project Effective Business Documents, LogiQA, Page 33
  • 34. LogiQA provide practical advice and products  to assist businesses to meet their certification  and accreditation requirements with a focus  on achievable business improvement  strategies.  We offer expertise in ISO9001 Quality  Management Systems and Scientific/Medical  accreditation requirements including: ISO17025 Forensic Science Accreditation ISO15189 Medical Laboratory Accreditation ISO13485 Medical Device Compliance ISO17025 Testing & Calibration Accreditation Diagnostic Imaging Accreditation Scheme (AUST) T (07) 3172 7744 E enquiries@logiqa.com.au We also provide programming expertise to  PO Box 117, Salisbury Q 4107 help support compliance with these  www.logiqa.com.au requirements. Effective Business Documents, LogiQA, Page 34