Blogs and Resources

2020 has been one hell of a year. For most of us, our lives and especially our routines have been turned upside down. For many of us, we are struggling with too much news, too many snacks, too much drinking, and too many distractions. For those less fortunate, the...

As a consultant, I hear buzz words constantly at my clients and in various business and professional circles. One of my biggest motivators in writing about documentation best practices is my fatigue from hearing so many buzz words over the years. Organizational...

Have you ever been in a meeting and could swear that you had the exact same conversation the week before?Have you ever heard the same topic discussed in about ten different ways by ten different people across your company?Have you ever had an eerie sense of déjà vu at...

The meaning of documentation can seem so broad as to be all-encompassing at times, but the possibilities for leveraging the power of documentation to improve your business, your work, and even your life are equally endless. You’ll need to discard traditional...

Before you get excited, I’m not talking about cutting corners on your work or how results are reported. I’m talking about putting a little variety back into your Internal Control program (be it SOX, CSOX, ICFR or other). New people. New ideas. New activities. Don’t...

When it comes to Internal Control programs, organizations are not all equal. Even organizations of comparable size and levels of maturity, and within the same industry, can have very different documentation practices, strengths and weaknesses. Let me offer you a...

What’s the use of putting time and effort into your Internal Control program if you have no idea whether or not it’s actually helping your organization? Your Internal Control program needs to pull its own weight, or else it has no true value. But how do you know...

Documentation is more than the documents itself or the systems that your documents are stored in. Let me introduce you to what I call the Dynamic Documentation method. Dynamic Documentation is a powerful method that connects the tangible documents to part of a larger...

Information is precious and fleeting. Unlike physical objects that can be “cleaned up” at any time, information disappears if it is not captured and stored. If you have a choice between recording your information or cleaning up your desk, deal with the information—it...