How to write a clear process anyone can follow


(8 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.

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.

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

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

This course includes

1 interactive live session

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.

Course syllabus

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    (8 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:

    • January 19, 2024

      10AM - 1PM Pacific time

    Meet your instructor

    Jen Bergren

    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 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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    Learning is better with cohorts

    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

    Can I take this workshop with my team?
    What’s the refund policy?
    Do you offer financial assistance?
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