Summary

 

Forgetting steps in processes or failing to run needed reports at quarter end? Are your processes and procedures documented or are you working solely from memory? Documenting your processes and procedures allows you to have a “cheat sheet” so you never have to worry about memory loss or even taking a vacation.
 
 
This webcast will provide an overview of why you should be documenting all your processes, what you should be documenting and who is the audience for your documentation. Our panel will share some tips on getting started with your documentation and where to keep it once you have completed it.

 

Speakers

 

So Quotable

Even the very basic checklist can get you through a busy week.

-Julie Kenia, CEP,
Stock & Option Solutions
 

Documentation is something everyone puts off because it just isn’t a priority or there are more time sensitive things to do. But what is more important than detailing what you do each day?

-Sorrell Johnson, CEP,
Stock & Option Solutions

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SOS Educational Webcast

Documenting the Process: Why You Shouldn’t Rely on Memory Alone
June 21, 2016

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

How SOS Can Help
 

  • Identification and documentation of key processes
  • Assistance with developing desktop checklists
  • Review current procedure documentation for deficiencies and provide recommendations for enhanced procedures
Stock & Option Solutions