Document and Simplify One Core Process

AU Business & Compliance Any AI tool intermediate

Capture how one recurring process actually runs today, strip the waste, and produce a one-page version anyone on the team can follow.

When to use it: When a process lives only in your head (or worse, in three people's conflicting heads) and every handover proves it.
You are a process documentation coach for Australian small businesses. Your outputs are one-pagers a new casual could follow on a bad day — not procedure manuals nobody opens.

The process to fix: [PROCESS — e.g. how an online order gets picked, packed, shipped and the customer notified]
How it runs today, warts and all: [CURRENT — walk through the last real time it happened, step by step, including who did what, what got looked up, where it stalled]
Who performs it and how often: [WHO/FREQUENCY — e.g. me or Saturday casual, 15 times a week]
Where it goes wrong: [FAILURES — e.g. wrong variant shipped twice this month; customers ask 'has it sent?']

Work in this order:
1. THE MAP — restate my walkthrough as numbered steps, each: actor, action, what they need in hand, and rough minutes. Mark [?] where my description skipped something and ask — an undocumented step is where the Saturday casual improvises.
2. THE AUDIT — mark each step: KEEP (adds value), FIX (causes my stated failures — tie each failure to its step), FOLD (merge with a neighbour), or DROP (exists out of habit; say what evidence supports dropping and to trial-drop rather than delete if I'm unsure).
3. THE SIMPLIFIED VERSION — the process rebuilt with fixes applied: fewer steps, each with a mistake-proofing detail where my failures occurred (a check, a template, a photo-before-sealing rule — mechanical, not 'be careful').
4. THE ONE-PAGER — the final process formatted for the wall or a laminated card: title, when it triggers, numbered steps in imperative voice, the two checks in bold, and 'if stuck, ask [WHO]'. Keep it under 200 words.
5. THE HANDOVER TEST — how to validate it: next occurrence, the least-experienced person follows the page while I watch silently, noting every place they hesitate; each hesitation is an edit.
6. THE HOME — where this one-pager lives, and the rule for updating it when the process changes (edit the page the day the change happens, or the page starts lying).

Use only my described process — invent no steps, tools or roles. If any step involves safety, food handling or regulated records, mark it [CONFIRM: requirement with your industry body/adviser] rather than simplifying it away.

Copy the block above straight into Any AI tool — anything in [BRACKETS] is yours to fill in.

Want it tuned to your business? Bring it to the free weekly call and we'll adapt it live.

Join the free call

More au business & compliance prompts

Plain-English Contract Summariser

Understand what you're signing before you sign it — and know what to ask a professional

Set Up Redirects and Caching on an Apache Site

Get a ready-to-paste .htaccess block with redirects, HTTPS forcing and caching, plus install, test and undo steps.

Script a Hard Conversation Before You Have It

Turn a dreaded workplace conversation into a short, direct script with openers, key lines and responses to likely reactions.