How to Write Process Documentation That Helps Your Business Scale (in 5 Steps)

The following is a guest post by Aidan DiPrima, the Writing Vertical Leader at Leverage. Leverage is an outsourcing platform that gives you access to a team who can complete any task or project.

What is a process, exactly? Technically speaking, you can boil just about anything down to a process. Here are a few examples of some processes that you might find in your everyday life.

  • Hiring or firing someone
  • Conducting a meeting
  • Creating a weekly blog post
  • Cooking a meal
  • Pouring a glass of milk
  • Making a pot of coffee

Everything is a process, but some are certainly more straightforward than others. Either way, document all of them! Well, maybe not the glass of milk one…

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4 Simple Process Creation Methods for Absolute Beginners

4 Simple Process Creation Methods for Absolute Beginners Rev1-01

We send out feedback requests to new blog subscribers so we know what kind of content to write that will be the most useful. Sometimes, the answers surprise us.

In particular, I often get awesome responses that give me insight into how our customers plan and create their processes:

One reader plans out their processes in a spreadsheet because columns make it easy to build the steps out. Another said they analyze a Trello board of tasks and lists to make sense of how a successful project was executed, then writes a process to recreate those steps. And, of course, we have our suggested ways that we have found our customers have the most success with.

In this post, I’m going to go through 4 methods you use can document processes accurately, quickly, and naturally.

  1. The minimum viable process
  2. Turning an archived Trello board into a process
  3. Mapping a process in a spreadsheet
  4. Turning a screencast into a process

Let’s look at each method in detail.

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Why You Need To Create A Process For Everything You Do More Than Twice

Ever had to listen to yourself repeating the same instructions to coworkers?

Are you struggling to remember how to complete a task you last tackled a month ago?

Remember feeling frustrated by the time and effort wasted?

It doesn’t have to be this way.

Picture this:

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