October 2023 Cohort 6

Operations Educator

Jen Bergren

Human-Centered Operations Leader, putting people & process before tech.

How to write a clear process anyone can follow

Create documentation so you can easily hire, train, and repeat work efficiently to reduce stress and achieve your business growth goals. 

This 3-hour workshop will provide guidance and a template for creating process steps, structure, naming, and visuals. Note: The class does not cover process mapping or process levels. The workshop includes pre-work, individual work time on actual documentation for your business, peer review time to test your document's clarity, and group discussions. This workshop is also offered as part of a larger 4-session course, if you're looking for help prioritizing where to start, setting up a system, and handling objections from other people. https://maven.com/jen-bergren/documentation1

If you don't document, 
you can't scale.

Founder, executive, or manager who wants to easily train others to efficiently take over their work and run it reliably

Operations teams, who know the value of documentation but have had trouble starting it or convincing others to participate

Efficiency-focused professionals who are tired of being tactical and reactive every day instead of completing proactive strategic work

Who is this course for

What you’ll get out of this course

Learn how to clearly describe the steps needed so the process is easy to understand and relay. This is especially helpful to onboard and train new team members.

Write a clear process anyone can follow

You will receive a template and lesson about why using certain sections and structure are helpful, and how having a template aids in documentation creation and use

Receive a clear and repeatable structure for your documentation

Decide which types of visuals will aid in the clarity of your documentation for different team members

Learn how to accommodate other learning styles for clearer documentation

One breakout session will involve another student reading through and advising on changes to improve your documentation. You will also have access to ask for instructor feedback on your documentation during or after class.

Test your documentation's clarity

<ul><li><a href="https://www.youtube.com/watch?v=J6ZIppb-XEY" rel="noopener noreferrer" target="_blank">Watch my documentation talk for Operations Nation on YouTube</a> which shows the template you'll receive</li><li>See <a href="https://www.jenbergren.com/courses" rel="noopener noreferrer" target="_blank">other formats and related courses</a>.</li><li><a href="https://www.jenbergren.com/choose-the-right-documentation-course" rel="noopener noreferrer" target="_blank">Take this quiz</a> to learn which format of this course is right for you,</li><li><a href="https://www.jenbergren.com/documentation-how-to-document-your-business-processes" rel="noopener noreferrer" target="_blank">Learn more about documentation in this guide,</a> including course content</li></ul>

Learn more about the workshop's topics

Agenda

Course syllabus

3-hour virtual workshop. This live session will be recorded and emailed after class, though if you miss the live class, you won't receive the live cohort benefits of peer review, discussion, and asking live questions.

Workshops are available on these dates:

With optional office hours and a cohort reunion one month later

January 21, 2026

Contact me for information and scheduling:jen @ jenbergren.comThere is a bulk purchase discount.I also have on-demand courses available.

If these dates and times are not convenient:

Course schedule

Manager, Product Operations · Marketing | CRM

Revenue Operations Leader | HubSpot Expert

 Business Consultant | Digital Strategy | Agile | Scrum

What people are saying

Meet your instructor

This course builds on live workshops and hands-on projects

Active hands-on learning

You’ll be interacting with other learners through breakout rooms and project teams

Interactive and project-based

Join a community of like-minded people who want to learn and grow alongside you

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