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Document While Doing - Share the Knowledge

Two men using laptops
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July 7, 2021
1 min read
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As leaders in our organizations, one of our greatest challenges is the need to "clone" ourselves. 

The knowledge in our heads is so valuable to all of those we work with and although we try our very best to always be there when we are needed, it's not always feasible... or is it?

When faced with showing how to do something (especially something on the computer), the phrase "document while doing" rings in my head...share the knowledge.

But how can I document what I am about to do, in real time, so when I am done doing it, I never have to be asked "how" ever again, regardless of team size, new vs veteran team members, super savvy vs novice team members, etc...

The Answer: Loom it! 

Loom (https://www.loom.com), no affiliation, has proved to be an invaluable tool for us - one we all use to not only share knowledge internally, but it's also a great way to share how to do something with clients and customers! 

It's base account is completely free and depending on your needs, you can upgrade your account to access additional features.

Pro Tip:

We often download our Looms and upload them to an unlisted YouTube channel so that they can be easily embedded and shared in wikis, knowledgebase articles, chats, and emails! 

Check out their site for some great use cases (in the top nav) to help get your gears turning and your "clone machine" running at full-tilt!

Do you use something that works even better than Loom?  Let me know!

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Client Testimonials

As a local nonprofit, we hold an Annual Celebration and Grant Awards Ceremony each year. Due to our current in-person limitations, we looked to Captivation Agency to help us take our program virtually.  From the outset, they were accommodating and patient, guiding us skillfully through the process with ease. To me, that is equally as important as the final product, and they certainly delivered on both counts. The video was absolutely amazing and is a production that elevates the mission of Impact100 SRQ in the Global Impact community, and across our own community as well. We look forward to our next project!

Amy Tupper

Amy Tupper

Vice President, Impact100 SRQ
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