Create a system to keep documentation in use and updated


(6 ratings)


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.

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 documentation easily updated, relevant, and useful.

This 2.5-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 in 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:

Next workshop: Fall 2024, dates to be announced soon

Who is this course for


Founder, executive, or manager who wants to easily train others to efficiently take over their work and run it reliably


Operations teams, who know the value of documentation but have had trouble starting it or convincing others to participate


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

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

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

Expand all modules
  • Week 1

    May 10

    Week dates are set to instructor's time zone


    • May


      Documentation System Workshop

      Fri, May 10, 8:00 PM - 10:30 PM UTC

  • Post-Course


    • Systems workshop agenda


(6 ratings)

What students are saying

Course schedule

2.5 hours class time
  • 2.5-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:

  • May 10, 2024

    1PM - 3:30PM 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

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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

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