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