A well-organized Waybook ensures your team can quickly locate essential information, processes, and SOPs. The right structure not only streamlines navigation but also allows your Waybook to grow alongside your business. Here are some best practices to set up and maintain an effective structure:
Start with the AI Structure Creator
The AI Structure Creator is a powerful tool designed to help you establish the foundation of your Waybook. By analyzing your needs, it suggests a structure that reflects your business’s unique operations. Use this as a starting point to save time and create a framework that makes sense for your team.
Choose a Structure That Works for You
When deciding on your Waybook’s structure, aim for a setup that is intuitive and mirrors existing systems or workflows. Here are some options to consider:
Mirror Your Filing System: Align your Waybook with your existing digital or physical filing system. This ensures familiarity and makes the transition smoother for your team.
Organize by Departments: Create subjects for each department or team, such as HR, Operations, or Marketing. Group related documents within these subjects for easy access.
Prioritize Navigation and Clarity: Ensure your structure is easy to navigate. Keep subject and document names clear and concise, and avoid creating overly complex hierarchies.
Keep Your Structure Flexible
Your business evolves, and so should your Waybook. With flexible tools like drag-and-drop and move functionality, you can easily adapt your structure as needed:
Drag and Drop: Rearrange documents and subjects directly in the left-hand navigation panel. This makes it simple to reorganize or prioritize content as your needs change.
Move Documents and Steps: Use the “...” icon to move documents into a different subject or relocate steps into a different document. This ensures everything stays organized, even as your Waybook grows.
Tips for Long-Term Success
Iterate Over Time: Regularly review your structure to ensure it’s meeting your team’s needs.
Encourage Feedback: Ask your team for input on navigation and accessibility—they’re the ones using Waybook daily.
Leverage Insights: Use Search Insights and team usage data to refine your structure and address any gaps in your documentation.
A well-structured Waybook is key to an efficient, knowledgeable team. With these best practices, you can create a system that grows with your business and empowers your team to find the information they need when they need it.