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.
- The minimum viable process
- Turning an archived Trello board into a process
- Mapping a process in a spreadsheet
- Turning a screencast into a process
Let’s look at each method in detail.