Just read a very provocative article by Jane Collins in the January issue of T+D (Training & Development) magazine, about knowledge transfer in the workplace. Dentists and Office Managers, how many times have you asked someone “How do you know that?” only to have them point to their head and say “It’s All Up Here?”

If you do not have your key systems fully documented, you don’t have key systems, you have key employees. When those key employees are out sick, on vacation, retired or if they opt out of your practice, you will be in a tough spot. If this is resonating with you, don’t wait another minute to start the conversation and the planning for how you will identify which key systems are not fully documented. I believe this is mission-critical and would strongly recommend that you set a schedule and a timeline along with identifying the teams who will be handling each key area of the practice. Remember, these documents should be active and kept up-to-date. This is not a once and done project.