Procedure Guides & How-To Guides


New employees must absorb a high volume of information. Inexperienced employees often do not recognize the opportunities to give good time and activity value. With a thoughtfully devised list of all possible responsibilities beyond the obvious, new or inexperienced employees feel empowered and autonomous, and tend to become highly reliable. Employees who feel confident about having “something to do” are more likely to show initiative and to contribute greater effort.


How-To Guides are more relevant to websites, online shops or client databases. Often, business owners and their staff find it difficult to navigate the administrator’s side of their own website or database. Don’t feel bad, they are rather complex. Custom-designed how-to guides single out the specific tasks required for the maintenance of your specific website, product or customer database. They provide an easy visual aid that makes sense to you and your staff, rather than making sense to a web guru only.

A customized visual, step-by-step reference document can reduce the learning curve for new employees dramatically. A former client said, “The how-to binder you left for us was so helpful. I had no clue how to explain everything to a new employee without overloading her, so I showed her that binder and let her learn as she goes. That was just a few days ago and she’s on her own already!” This is why I do what I do.

What this entails:

For Procedure Guides, I will meet with you or your manager to discuss and understand all daily tasks required of your employees, along with levels of priority. I will then ask what other currently unspecified tasks would improve your business and your employees’ service to you. With your permission, I will meet with your employees to get their input as well. Including them is most beneficial. I may recommend additional responsibilities for your consideration. I will then produce a list, organized by theme and order of priority.

For How-To Guides, I will meet with you and your employee who manages your website, product or client database to acquaint myself with the administrative side of it, to understand how it is designed and where you find hurdles in your daily use. I will familiarize myself with the various tasks you need to complete on your website or database and design an easy step-by-step how-to reference guide for you and your staff to follow as needed.


© All Rights Reserve – New England Scribe – 2022