April 2023 Cohort 4

Create documentation to more easily hire, train, and repeat work efficiently to reduce stress and achieve your business growth goals

Jen Bergren

Operations Educator

How to Document Your Business Processes

In this course, you will create actual documentation you can use in your job to eliminate the roadblock of starting, relieve your workload stress, train team members, improve processes to meet business goals, iterate or experiment more efficiently, and more. Next cohort: July 2-23, 2025, 8-10AM Pacific time weekly

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

New habits are hard to form, and knowing where to start can help you overcome procrastination and feeling overwhelmed. Determine the starting point that will make your documentation journey the most successful. <a href="https://www.jenbergren.com/blog/start-documentation-prioritizing" rel="noopener noreferrer" target="_blank">(Find a blog on prioritization here.)</a>

Determine which processes to start documenting first

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

Documentation that isn't used isn't effective. Learn how to create a scalable system that can be standardized across the business, to keep it easily updated, relevant, and useful.

Create a system to keep documentation in use and updated

We will provide you with tactics to convince others to join you to create a documentation culture, including overcoming any "move fast and break things" objections to writing anything down.

Overcome objections and build a culture of documentation

<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></li></ul> See <a href="https://www.jenbergren.com/courses" rel="noopener noreferrer" target="_blank">other formats and related courses</a>. <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, NOTE: This course is suitable for a range of experiences, and does not cover technical process mapping.

Watch a sneak peek of some of the course content

Provide a brief description for each module as a way to sell the value of what students will be learning throughout the course.

First Module

Second Module

Third Module

Course syllabus

July 2025 cohort: Wednesdays, July 2-23

November 2025 cohort: Mondays, Nov. 3-24

If these dates and times are not convenient for you, consider the <a href="https://www.jenbergren.com/courses" rel="noopener noreferrer" target="_blank">workshops, on-demand version of this course</a>, or contact me to schedule a private cohort: jen @ jenbergren.com

Topics by week:

Identifying where to start and STARTING to write a process. Includes breakouts for identifying and prioritizing processes/tasks to document, and also for writing your first piece of simple documentation using a template.

Session 1 

Improving your processes with naming conventions, standard formatting, media, and overcoming roadblocks. Includes breakouts to improve your documentation homework from Class 1.

Session 2 

Optional: Office Hours, for anyone who wants help with homework, accountability time for doing homework, or other questions for the instructor

Optional: Office Hours 

Creating a system to keep documentation in use and updated, for yourself and to start involving others to share the responsibility. Includes breakout to draft your system ideas.

Session 3 

Construct a compelling case to convince your team why documentation is essential for success. Includes breakouts with several role-plays for overcoming objections.

Session 4

Meet with your cohort and Jen a month after the final class to celebrate progress and ask any new questions that have appeared since you've been putting these learnings into practice

Optional: Office hours and Reunion

Course schedule

Meet your instructor

Revenue Operations Leader | HubSpot Expert

GTM Ops & RevOps Consultant | Coach | Fractional Leadership - Navigate Consulting 


 Business Consultant | Digital Strategy | Agile | Scrum

What people are saying

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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About this course

Get notified about the next cohort

Learn from live sessions