How to write a clear process anyone can follow

9.8

(6 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

(6 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.

Jen Bergren

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

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-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

Founder, CEO or founding team member who wants to easily train others to efficiently take over their work and run it reliably

A founder making their first hire, or a first hire of a department, trying to prioritize what to do first, and what to delegate

Operationally-minded team members tired of being tactical and reactive instead of strategic and proactive

Founder, CEO or founding team member who wants to easily train others to efficiently take over their work and run it reliably

A founder making their first hire, or a first hire of a department, trying to prioritize what to do first, and what to delegate

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

(6 ratings)

What people are saying

The syllabus, pre-work, and templates were meticulously recorded and proactively distributed. This course is perfect for individuals or teams who are getting started with documentation or need to get back to optimizing/training. The individual work time and real-time feedback loops allow participants to walk away with usable foundation work.

Kristen Kelly

Director of Agency Operations

The documentation method Jen presents in this workshop is straightforward and flexible to fit your documentation needs. No matter what your abilities or comfort levels are, her approach is designed to work for everyone. You'll walk away feeling confident and motivated after attending this workshop!

Jessica Lewis

Manager, Product Operations · Marketing | CRM

This course has really helped me start documenting processes within my business. It was difficult to know where to start, how to document and manage the change for the team. I now have one in place with 10 more to start! Jen knows her stuff and is great trainer. (Note: Amanda took the full 4-day course)

Amanda Kinbrum

Managing Director

This is a must-take course for anyone wanting to get better at the documentation or someone who wants to make documentation a priority at their organization. The course has a lot of great information, examples, and templates for you to leverage. This is a great course and I would highly recommend it to anyone. (Note: Heather took the 4-day course)

Heather Robinette

Revenue Operations Leader | HubSpot Expert

This is the course I've been wanting to take for years. Jen created a course that is easy to follow and corrals all the information in my head into an understandable format that everyone can follow. Thank you!

Mary Stovall

Business Consultant | Digital Strategy | Agile | Scrum

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.

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