IndicationsUse this when
- Key processes live in a few people's heads.
- Someone important is leaving or overloaded.
ContraindicationsDon’t, or be careful, when
- Get consent before recording, and follow your state's recording rules.
- Avoid recording screens that show customer or employee personal data.
EquipmentWhat you need
- Any screen or audio recorder
- A local transcription tool such as whisper.cpp, so recordings stay on your machine
- Optional: a local model to draft steps from the transcript
ProcedureSteps
- List the five processes that would hurt most if their expert left.
- Have each expert walk through one process out loud for 15 to 30 minutes, recorded.
- Transcribe the recording on your own machine.
- Turn the transcript into numbered steps (by hand or with a local model).
- The expert corrects the draft. File it in the source of truth with an owner.
ChecksHow you know it worked
- Five processes are written down and checked by their experts.
- A second person can follow each one.
HandoffWho owns it next
Each expert owns their process document (P-02).