How to write a clear process anyone can follow
4.9 (10)
1 Day
·Cohort-based Course
Create documentation so you can easily hire, train, and repeat work efficiently to reduce stress and achieve your business growth goals.
How to write a clear process anyone can follow
4.9 (10)
1 Day
·Cohort-based Course
Create documentation so you can easily hire, train, and repeat work efficiently to reduce stress and achieve your business growth goals.
Course overview
If you don't document, you can't scale.
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
The next workshop will be on June 18, 2025, from 8-11 AM Pacific time.
Who is this course for
01
Founder, executive, or manager who wants to easily train others to efficiently take over their work and run it reliably
02
Operations teams, who know the value of documentation but have had trouble starting it or convincing others to participate
03
Efficiency-focused professionals who are tired of being tactical and reactive every day instead of completing proactive strategic work
What you’ll get out of this course
Write a clear process anyone can follow
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.
Receive a clear and repeatable structure for your documentation
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
Learn how to accommodate other learning styles for clearer documentation
Decide which types of visuals will aid in the clarity of your documentation for different team members
Test your documentation's clarity
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.
Learn more about the workshop's topics
- Watch my documentation talk for Operations Nation on YouTube which shows the template you'll receive
- See other formats and related courses.
- Take this quiz to learn which format of this course is right for you,
- Learn more about documentation in this guide, including course content
This course includes
2 interactive live sessions
Lifetime access to course materials
5 in-depth lessons
Direct access to instructor
Projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
How to write a clear process anyone can follow
Course syllabus
Week 1
Jun
18
Documentation Writing Workshop
Documentation Workshop: How to write a clear process anyone can follow
Post-course
Jul
18
Optional: Office hours and reunion: One month later
4.9 (10 ratings)
What students are saying
Course schedule
3 hours in class, 1 hour pre-work
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:
June 18, 2025
8AM - 11AM Pacific time
With optional office hours and a cohort reunion on July 18
September 16, 2025
9AM - 12PM Pacific time
With an optional office hours and cohort reunion on October 17
If these dates and times are not convenient:
Private team workshops are available
Contact me for information and scheduling:
jen @ jenbergren.com
There is a bulk purchase discount.
I also have on-demand courses available.
Meet your instructor
Jen Bergren
Jen's work includes building and documenting plans, processes, and programs that have generated up to 50% of revenue, such as a knowledge management program (wiki), a comprehensive employee onboarding program, and a referral partner program for Remotish, a HubSpot RevOps agency where she started as employee ~1 and held many roles across the business, most recently as Sr. Operations Manager. She earned the 2022 Heroes of RevOps award from Revenue.io. She is a course creator and instructor for the new RevOps bootcamp from HubSpot Academy. She was a guest professor for the HubSpot Revenue Operations certification, a RevOps correspondent at INBOUND2021 & 22, a speaker at HubSpot’s 2022 World Certification Week, and more. Jen is writing a book about RevOps, to combine her love of research, writing, and lifelong learning.
Join an upcoming cohort
How to write a clear process anyone can follow
June 2025 Cohort 10
$199
Dates
Payment Deadline
September 2025 Cohort 11
$199
Dates
Payment Deadline
Learning is better with cohorts
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Frequently Asked Questions
Join an upcoming cohort
How to write a clear process anyone can follow
June 2025 Cohort 10
$199
Dates
Payment Deadline
September 2025 Cohort 11
$199
Dates
Payment Deadline
$199
4.9 (10)
1 Day