Process Documentation – An Introduction

April 5, 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. Training procedures - examples


As your business expands, and your staff and requirements are growing, managing it efficiently becomes harder without proper processes and workflows. Process documentation is a key step in your journey to standardization and improved operational efficiency.  

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.  

Note: Process documentation is an umbrella term that covers many types of documents, including policies, process documents, and procedures. (In my upcoming blog, Process Documentation: Understanding the 3 Ps, I will discuss the specific differences between each type.) 

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.  



Description automatically generated

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.

Follow on Linkedin More Content by Surya Nair
Previous Article
Top 5 New Core Features in Autodesk Revit 2024
Top 5 New Core Features in Autodesk Revit 2024

If you're an Autodesk Revit user, don't miss out on the newest features of Autodesk Revit 2024. New featur...

Next Article
The Importance of Documenting Key Business Processes
The Importance of Documenting Key Business Processes

By documenting your processes, you can significantly reduce, if not eliminate, errors. We can help document...


Sign up for email updates

First Name
Last Name
Thank you!
Error - something went wrong!