This blog is the first in a blog series on “Process Documentation”. As each blog is released, its title will become an active link.
- Process Documentation - an introduction
- The importance of documenting key processes
- Benefits of process documentation
- Understanding the 3 Ps
- What is a policy?
- What is a process?
- What is a procedure?
- 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:
- Document Maps
- Quick Reference Guides
- Training Guides
- 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.
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 AuthorFollow on Linkedin More Content by Surya Nair