Jen Bergren

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Google Doc with questions to help you discover and document why your current system isn't working. Why are people not using, creating, and updating documentation? Find the root cause(s) of the issues so you’re not merely identifying the symptoms. Addressing the root causes will help your system become more successful, and your team becomes more successful in creating and using documentation. The link will ask you to make a copy of the doc in your drive. The workshop covers a lot of material on building a new system, so this resource complements it.

Template for improving existing documentation systems

Google Doc template of a process documentation structure. It contains instructions on how to use each section and a filled-out example at the end. Please feel free to customize this and remove, add, or rename sections to match your needs. The link will ask you to make a copy to save on your own drive. You can then copy the template text into whatever documentation storage tool you use.

Process documentation writing template

If you know you need to <a href="https://www.jenbergren.com/blog/start-documentation-prioritizing" rel="noopener noreferrer" target="_blank">start documenting your business processes</a> to experience the benefits of:<ul><li>Efficiency - fewer working hours</li><li>Less stress</li><li>Hiring, training &amp; delegating</li></ul> Then overcoming overwhelm can be the hardest part. There is SO much you could document in your job! Use this free template to discover frequent processes, to help you decide where to start prioritizing. Copy it into your preferred doc. format. This is the prep work for my <a href="https://maven.com/jen-bergren/documentation1" rel="noopener noreferrer" target="_blank">How to Document Your Business Processes</a> class. You'll also receive weekly documentation emails. <a href="https://www.jenbergren.com/blog/start-documentation-prioritizing" rel="noopener noreferrer" target="_blank">Read more here.</a>

What processes should you document first? 

If it's not used, it's not useful! Set up routines and responsibilities to enable yourself and your team to use and update documentation.

Operations Educator

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

Create a system to keep documentation in use and updated

Tribe Support Manager

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

How to Document Your Business Processes

Sr. Account Strategist

Operations Manager

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

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

How to write a clear process anyone can follow

Sr. UX Ops Manager

Director of Revenue Operations

Manager, Product Operations

In this course, you will create actual process 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: Sunday, May 17 - June 7, 9AM-11AM Pacific time weekly

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

Identifying where to start (or re-start) your documentation

Writing a clear process document

Creating a system for documentation creation, maintenance, and use

Creating a culture of documentation, including overcoming objections

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

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

Learn how to create a scalable system that can be standardized across the business, to keep documentation easily updated, relevant, and useful. This 3-hour workshop will provide guidance and a template for thinking through how to set up this system first for yourself, then involving other people and roles in your documentation efforts for your company or team. Note that specific tools are only briefly covered in this workshop, it is not a documentation tool comparison class. The workshop includes pre-work, individual work time, small group breakout discussions about your systems-in-progress, and full group discussions. It will be most useful for people who have already started creating the documentation itself. This workshop is also offered as part of a larger 4-session course, this is day 3 of 4 in the larger course. If you're looking for help prioritizing where to start, writing or improving the documentation itself, and handling objections from other people, see the full course: https://maven.com/jen-bergren/documentation1

Make your documentation efforts repeatable and sustainable for scale

How to Prioritize Process Documentation

Operations Educator; Former Head of Operations at Remotish Agency

Identifying it is the first step to overcoming it. Learn about the common roadblocks to this critical work.

Determine the roadblock(s) preventing your documentation

Knowing where to start, based on your roadblock, can help you overcome procrastination and overwhelm.

Determine which processes to start documenting first

5 Reasons You Need Documentation

A brief overview to align us about process documentation

What is documentation?

Why you should make time for this work, and the benefits you can use to build a business case for it

5 reasons you need documentation

The 4 Components of a Good Documentation System

A brief definition and overview to align us

Spoiler alert: It's not a piece of software

What is a system?

Learn what you need to put into place for a consistent practice of creating, using, and updating process documentation

Learn directly from Jen Bergren

Jen Bergren

Courses

Lightning Lessons

How to Prioritize Process Documentation

5 Reasons You Need Documentation

The 4 Components of a Good Documentation System

How to Prioritize & Start Process Documentation

Resources