Create a system to keep documentation in use and updated

1 Day

Cohort-based Course

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.

Create a system to keep documentation in use and updated

1 Day

Cohort-based Course

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.

Hosted by

Jen Bergren

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

Jen Bergren

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

Course overview

Make your documentation efforts repeatable and sustainable for scale

Learn how to create a scalable system that can be standardized across the business, to keep it easily updated, relevant, and useful.

This 2-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 into 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-day 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

Who is this course for

Founder, CEO or founding team member who already have started on documentation but haven't been able to keep up with the work themselves.

A founder making their first hire, or a first hire of a department, who has started documentation but needs to scale it beyond themselves.

Operationally-minded team members tired of disparate and unsuccessful documentation efforts created in silos or all reliant on one person.

Founder, CEO or founding team member who already have started on documentation but haven't been able to keep up with the work themselves.

A founder making their first hire, or a first hire of a department, who has started documentation but needs to scale it beyond themselves.

Operationally-minded team members tired of disparate and unsuccessful documentation efforts created in silos or all reliant on one person.

What you’ll get out of this course

Create a plan / system to continue creating, using, and updating/improving documentation

First we'll talk about setting a good example and testing the system yourself, for the time management, project management, and tools considerations.

Create a plan / system to expand the system to get others involved in documentation creation, use, and updating

Then we'll talk about how to expand your system across your team or company, assigning various roles in documentation efforts beyond just users.

Learn more about the workshop's topics

Watch my documentation talk for Operations Nation on YouTube which talks about the system
Find the full two-week, 4-session documentation course here

What people are saying

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

Jen’s knowledge is top tier and her lectures, discussions, and templates are a great starting point for anyone wanting to document processes. (Note: Abbey took the 4-day course)

Abbey Gonka

Operations Professional

Documentation has helped me to learn how to do new things at my job more independently and be able to get back to that resource whenever I have a question. Jen’s teachings guided me to write clear documentation to be shared across the company and helped to build the habit of documenting which was essential to improve silos between departments.

Mariana Godsen

HubSpot Consultant

Jen is surely part machine and part human in the best way possible. With a human-first approach to achieving highly efficient operations she immediately puts everything imaginable into its proper organizational structure. When you're building for today and tomorrow, you'll find no better resource.

Jesse Spencer-Davenport

Services Manager

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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