How to Create an Effective Process Documentation Template

If you’re struggling with creating a process documentation template that would be as effective as it is easy to use, don’t look any further!

In this post, I’ll walk you through all the steps you’ll need to design a process documentation template.

I’ll even provide you with the best tools for the job.

Are you ready?

What is a process documentation template?

A process documentation template is a pre-designed guide to create a detailed document that outlines the steps involved in a particular process.

Process documentation templates typically provide a consistent format for capturing and presenting information about a process.

They can be used to create various types of process documentation, such as:

Standard Operating Procedures (SOPs)
Work instructions
Process maps
Flowcharts
Checklists

Using a process documentation template will allow you to ensure that important details are not overlooked and that the document is easily understandable to the whole team.

It can also improve process efficiency and effectiveness by providing a standardized method for documenting, analyzing, and improving processes.

Why do you need a process documentation template?

There are several reasons why you need a process documentation template. In a nutshell, they’ll:

Provide a consistent format for documenting processes
Makes it easier for your team to understand the information presented
Save time and effort by providing a structure that lets you focus on the process
Become a great communication tool to convey important information about processes
Be utilized for new employees and for delivering refresher training to existing staff
Help to identify areas for improvement in a process

In other words, a process documentation template will make your life easier and your work more structured.

Process documentation template examples

There are various template types available for creating a process documentation. You may need to choose multiple ones for the best results. But ultimately, this will depend on your business and its size.

Here are some examples:

Standard Operating Procedure (SOP) Template

This template is widely used by companies for documenting procedures and processes.

It typically includes sections for:

Purpose
Scope
Responsibilities
Procedures
References

Flowchart Template

A flowchart is a graphical representation of a process or workflow.

It shows the steps involved, decision points, and the flow of information. You can use a flowchart template to create a visual representation of a process.

Checklist Template

A checklist is a simple tool used to ensure that all the necessary steps are followed in a process.

You can create a list of tasks, steps, or requirements that need to be completed.

Swimlane Diagram Template

This type of flowchart shows the interactions between different teams or individuals involved in a process.

It visualizes the handoffs, responsibilities, and communication channels between different stakeholders.

Process Map Template

A process map shows the flow of information and activities. Use it to identify areas of improvement, bottlenecks, and inefficiencies in a process.

Steps for creating a process documentation template

Because every business is unique and operates in different ways, there is no one-size-fits-all way of creating a process documentation template.

That said, here are some general guidelines that you may want to follow:

Step 1: Determine the purpose

First, identify the purpose of the template.

What type of process documentation do you need to create, and what information should it include?

For example, if you are creating an SOP template, you may need to include sections for:

Purpose
Scope
Responsibilities
Procedures

Step 2: Define the structure

Once you have identified the purpose, define the structure of the template.

This may involve outlining the different sections and subsections, determining the order in which they will appear, and deciding on the level of detail required for each section.

Step 3: Design the template

Next, design the template.

You could use Microsoft Word or Google Docs, or a specialized process documentation tool. Use fonts, colors, and formatting to make the template easy to read and visually appealing.

Step 4: Include placeholders

Include placeholders for any information that will be specific to the process being documented.

For example, if you are creating an SOP template, you may need to include placeholders for the name of the process, the responsible person, and the steps involved.

Step 5: Test the template

Once the template has been designed, test it to ensure that it is functional and user-friendly.

Consider having someone who is unfamiliar with the process documentation review the template and provide feedback.

Step 6: Revise the template

Based on the feedback you receive, revise the template as needed to improve its usability and effectiveness.

Step 7: Distribute the template

Finally, distribute the template to those who will be using it to document processes. Provide training or support as needed to ensure that the template is used correctly.

Process documentation template software

Process Street

A robust and multi-purpose platform, Process Street is a process management software that allows you to create, track, and manage processes.

This cloud-based tool offers a wide range of templates and features, including checklists, workflows, and integrations with other software.

Microsoft Word

The well-known and loved Microsoft Word is a word-processing software that you can use to create process documentation templates.

MS Word gives you a range of formatting options and is accessible to most users.

Google Docs

Don’t underestimate the good-old Google Docs!

Even though free, it comes with several useful features, such as real-time, multiple-user collaboration.

It offers many of the same features as Microsoft Word and can be accessed from any device with an internet connection.

Process documentation templates are a must-have!

By now, you probably have a good understanding of process documentation templates and why you need them.

But to reiterate, a process documentation template is essential for any business. It’ll act as a guide for your team and make it super easy to maximize efficiency throughout your company.

Just remember to choose your process management software wisely, to reduce costs