How to do team manualization

9th October 2013

Why do it?


  • Manualization is one of the Core Features of AMBIT.
  • This can be considered as an exercise in which the team mentalizes together about "what, how and why we are doing what we are doing?". Manualization refers to the systematic way in which the team then agrees to record the results of these discussions. Many team discussions result in unanimous agreement about how to deal with an issue, but this solution is then forgotten and has to be 'reinvented' again the next time the same issue arises.
  • This process promotes sharing of information and knowledge about individual practitioners' and the team's practice.
  • We hypothesise that repeated efforts to manualize the team's practice means that the whole manual gradually comes to represent more and more accurately the work of the team, but also increasingly guides and influences the work of the team.
  • It is a pleasant coincidence that the words mentalization and manualization are so similar: our hypothesis is that a team that is manualizing itself is probably mentalizing!
"Why do we do that in this particular way, and not like that?"
  • The process of manualization can mean that Individual Differences are brought to light, and teams should avoid being disheartened by this, which is evidence of proper engagement in the shared task.

Practical aspects:

1. Organisational aspects of Manualizing
2. Content: What to focus on in Manualizing
3. Fitting what you ADD into what is ALREADY THERE in your manual
4. Technical Aspects: How to edit a TiddlyManual