How to write a clear process anyone can follow
How to write a clear process anyone can follow
9.8
(5 ratings)
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
9.8
(5 ratings)
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.
Hosted by
Jen Bergren
Human-Centered Operations Leader, putting people & process before tech.
Last chance to enroll
6
days
17
hours
31
mins
Course overview
If you don't document, you can't scale.
This 2.5-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-day 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
Who is this course for
01
Founder, CEO or founding team member who wants to easily train others to efficiently take over their work and run it reliably
02
A founder making their first hire, or a first hire of a department, trying to prioritize what to do first, and what to delegate
03
Operationally-minded team members tired of being tactical and reactive instead of strategic and proactive
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
- Find the full two-week, 4-session documentation course here
9.8
(5 ratings)
What people are saying
Kristen Kelly
Amanda Kinbrum
Heather Robinette
Mary Stovall
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 2023 Cohort 3
$99 USD
Dates
June 6, 2023
Payment Deadline
June 5, 2023
Don't miss out! Enrollment closes in 7 days
July 2023 Cohort 4
$99 USD
Dates
July 6, 2023
Payment Deadline
July 5, 2023
August 2023 Cohort 5
$99 USD
Dates
Aug 9, 2023
Payment Deadline
Aug 8, 2023
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.
If you're interested in the 4-day course, click here.
Workshops are available on these dates:
June 6, 2023
8-11AM Pacific time
July 6, 2023
9AM-Noon Pacific time
August 9, 2023
10AM-1PM Pacific time
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
What’s the refund policy?
Do you offer financial assistance?
Join an upcoming cohort
How to write a clear process anyone can follow
June 2023 Cohort 3
$99 USD
Dates
June 6, 2023
Payment Deadline
June 5, 2023
Don't miss out! Enrollment closes in 7 days
July 2023 Cohort 4
$99 USD
Dates
July 6, 2023
Payment Deadline
July 5, 2023
August 2023 Cohort 5
$99 USD
Dates
Aug 9, 2023
Payment Deadline
Aug 8, 2023
$99 USD
9.8
(5)
1 Day