Process Documentation – An Introduction

November 10, 2023 Surya Nair

This blog is the first in a blog series on “Process Documentation”. As each blog is released, its title will become an active link.

  1. Process Documentation -  an introduction
  2. The importance of documenting key processes
  3. Benefits of process documentation
  4. Understanding the 3 Ps
  5. What is a policy?
  6. What is a process?
  7. What is a procedure?
  8. How to design an effective process workflow
  9. How to implement your process workflow
  10. Quick steps for creating process documentation


Processes can be found in all spheres of life including computing, product manufacturing, and businesses, or even in daily chores such as preparing a meal, or parallel parking your car. A process involves a series of steps or actions that must be followed consistently to achieve a specific result. As your business expands, and your staff and requirements are growing, managing it efficiently becomes harder without well-defined processes and workflows. 

Think of your favorite fast-food chain – you can visit any of its locations in the country, order your favorite item, and expect it to taste the same. Following a standard process and using the same standard tools and resources are key to achieving that. Similarly, for repetitive tasks in your organization, defining a standard method to complete each task ensures consistent results always.  

In this series of blogs, you will learn the benefits of documenting processes and why process documentation is a key step in your journey to standardization and improved operational efficiency.  

Here is a list of some commonly used process documents: 

  • Policies  
  • Procedures 
  • Flowcharts 
  • Document Maps 
  • Quick Reference Guides 
  • Training Guides 
  • Checklists  
  • HR-related Documents 

Now, let’s take a look at the definition for a process document and a diagrammatic representation of a process. 

What is a process document? 

A process document is a reference guide on how to do a specific process. It is an internal document that 

  • defines a process,  
  • identifies the resources or materials required, 
  • organizes the various tasks of the process in the required sequence, 
  • and states the outcome or the expected end result of a completed process.  


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Are you wondering if your business needs process documentation? Be sure to read my next blog on The Importance of Documenting Key Business Processes

About the Author

Surya Nair

Technical Writer and Editor<br><br>Surya has been writing and editing technical content for over two decades in multiple industries. How do you transform complex technical content into an easy-to-understand document? Ask Surya - technical writing is her passion! She has been with ASCENT since 2018. She holds a master’s degree in English Literature, and a diploma in Journalism, and is a certified Technical Writer.

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