The term process documentation sounds intimidating, but it doesn't have to be. Process documentation is essentially a collection of documents that provides information about how specific processes work within a business.
At face value, this might sound unnecessary, but you'd be surprised how many different processes exist within businesses. In addition, as businesses grow, the importance of having documented processes increases. They're particularly useful tools for employee onboarding and new employees.
Process documentation elements vary depending on the circumstances, but they often include the following:
Pro Tip: Process documentation often contains a myriad of visual elements, including but not limited to: maps, screenshots, links, forms, videos, infographics, tutorials, checklists, and more.
Your business can absolutely benefit from process management and documentation because it'll...
Documenting business processes can be a daunting task, but don't be intimidated. Trust us, having comprehensive process documentation is much more effective than having stray Excel sheets and PDFs lying around Here at Slite, we want the best for you and can help you get started.
Our process documentation template is perfect for your process documentation needs. It looks great, is 100% customizable, can be worked on by your whole team... and did we mention that it's free? Pretty cool, right?
Begin customizing your process documentation template by:
Gathering Existing Information
Even if you haven't already been making use of process documentation, your business likely has various business process documents kicking around. Before you begin filling in your templates, make sure that you find any existing information you can and use it wherever possible.
Establishing Process Experts
There's usually one (or a couple) people who are the experts, owners, or authors of a given process. Make sure that you determine who these people are for each of your documented processes.
Pro Tip: These individuals can also be responsible for future process edits and updates.
Determining Process Purpose & Scope
Answer big picture questions for all the processes involved in your documentation process. Make sure that you indicate the processes' general purposes and include short scope statements. This will help keep you organized and informed about how all your business's different processes fit together in the big picture.
...voila! You're well on your way to documenting all the key processes that make up your business. Great job, you'll feel more organized in no time.