Having a structured plan for documenting a process is vital. It's too easy to lose sight of everything that needs to be included, and there's quite a lot!
This process documentation template will guide you through the steps necessary to record and document your workflows.
Here at Process Street, we love easy and uncomplicated workflows that work for anyone! So by following this template, you'll soon be on your way to a more streamlined processes.
In this section, you’ll want to specify what process documentation you are creating and what information you’re including.
The easiest way to start is by asking yourself this question: what process do I want to streamline, and why?
Begin by stating your reason for creating this process documentation template, such as regulatory or compliance requirements.
For example:
The purpose of this process documentation template is to create a standard format for documenting processes within the organization to ensure consistency and compliance with industry standards and regulations.
A well-documented process will help improve quality by identifying areas of improvement, increase efficiency by reducing waste and rework, and ensure consistency by creating a standard format for documenting processes.
Determine the overall purpose of this process documentation.
Select the team members who will contribute to the process documentation.
Next, identify the contributors who should be consulted during the process documentation template creation process.
Lastly, don’t forget to clarify who is the person responsible for maintaining and updating the process documentation template.
create an outline of the different sections and subsections you wish to have in the process documentation template.
Determine the order in which they will appear. For example, make sure that the template flows in a logical manner and is well organized.
Decide on the level of detail required for each section based on the complexity and importance of the process being documented.
You have your tasks all lined up, now figure out the key stages each task fits into.
For example, if you're recording a process for onboarding a new hire, you might split the sections up into "Preboarding", "Day 1", "Month 1", "Month 2", etc.
For each of your tasks, add clear instructions to guide the reader through the work required to complete that task.
Revise the template as needed to improve its usability and effectiveness.
Ensure the template includes all the necessary sections and subsections and provides clear guidance for documenting processes.
