When I’m doing something that involves multiple steps, you can be sure I want to remember it. Sometimes my brain can’t be trusted with that, so process documentation is the answer. Whether you’re completing recurring tasks or creating a new program, process documentation can help you formalize your business endeavors. In fact, creating documentation helps improve coordination, structure, and consistency in your organization.
This post gathers best practices for process documentation. Here, you’ll learn:
What is process documentation?
Process documentation involves creating internal guides that outline the steps needed to complete a task from start to finish. These materials can be used when onboarding a new hire or transferring tasks when an employee resigns. Process documentation can also demonstrate the complexity of a certain role.
Process documentation could be a step-by-step tutorial on a new software tool or an onboarding document for new hires. This practice allows you to be proactive in designing internal systems and processes that save time, capital, and valuable energy.
