How and Why to Document Your Business Processes

New
·

2 Weeks

·

Cohort-based Course

Create documentation to more 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 and process before tech.

Course overview

If you don't document, you can't scale.

In this course you will create actual documentation you can use in your job, to eliminate the roadblock of starting, relieve your workload stress, train team members, improve processes to meet business goals, iterate or experiment more efficiently, and more.

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

Determine which processes to start documenting first

New habits are hard to form, and knowing where to start can help you overcome procrastination and feeling overwhelmed. Determine the starting point that will make your documentation journey the most successful.

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.

Create a system to keep documentation in use and updated

Documentation that isn't used isn't effective. Learn how to create a scalable system that can be standardized across the business, to keep it easily updated, relevant, and useful.

Construct a compelling case to convince your team why documentation is essential for success

We will provide you with tactics to convince others to join you to create a documentation culture, including overcoming any "move fast and break things" objections to writing anything down.


NOTE: Scroll down below the green bar CTA to find the dates and times of the classes

What people are saying

        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

Mariana Godsen

HubSpot Consultant

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 Revenue.io. She was a lesson professor for the HubSpot Revenue Operations certification, a teaching assistant for HubSpot Academy’s Sales Skills Bootcamp, a RevOps correspondent at INBOUND2021 & 22, a speaker at HubSpot’s 2022 World Certification Week, and a panelist on the INBOUND After Hours show and the MoPros Career Fair. Jen is writing a book about RevOps, to combine her love of research, writing, and lifelong learning.

A pattern of wavy dots
Join an upcoming cohort

How and Why to Document Your Business Processes

January 2023 Cohort

$200 USD

Dates

Jan 17 - 26, 2023

Payment Deadline

Jan 13, 2023

Course schedule

4 hours per week
  • January 2023 cohort:

  • Tuesday, January 17, 2023

    7:00am - 8:00am PST

    Identifying where to start and STARTING to write a process.


    Includes breakouts for identifying and prioritizing processes/tasks to document, and also for writing your first piece of simple documentation using a template.

  • Thursday, January 19, 2023

    7:00am - 8:00am PST

    Improving your processes with naming conventions, standard formatting, media, and overcoming roadblocks.


    Includes breakouts to improve your documentation homework from Class 1.

  • Friday, January 20, 2023

    9:00am - 10:00am PST

    Optional: Office Hours, for anyone who wants help with homework, accountability time for doing homework, or other questions for the instructor

  • Tuesday, January 24, 2023

    7:00 - 8:00am PST

    Creating a system to keep documentation in use and updated, for yourself and to start involving others to share the responsibility.


    Includes breakout to draft your system ideas.

  • Thursday, January 26, 2023

    7:00am - 8:00am PST

    Construct a compelling case to convince your team why documentation is essential for success.


    Includes breakouts with several role-plays for overcoming objections.

  • Pre-work and assignments

    2 hours per week

    To get the most out of the class, you'll start actual documentation to use in your job or business. You'll receive instructor and peer feedback in class to help improve your work.


    NOTE: The sessions will be recorded and the recordings will be shared with the students

  • December 2022 cohort:

  • Tuesday, December 6, 2022

    9:00am - 10:00am PST

    Identifying where to start and STARTING to write a process.


    Includes breakouts for identifying and prioritizing processes/tasks to document, and also for writing your first piece of simple documentation using a template.

  • Thursday, December 8, 2022

    9:00am - 10:00am PST

    Improving your processes with naming conventions, standard formatting, media, and overcoming roadblocks.


    Includes breakouts to improve your documentation homework from Class 1.

  • Friday, December 9, 2022

    11:00am - Noon PST

    Optional: Office Hours, for anyone who wants help with homework, accountability time for doing homework, or other questions for the instructor

  • Tuesday, December 13, 2022

    9:00am - 10:00am PST

    Creating a system to keep documentation in use and updated, for yourself and to start involving others to share the responsibility.


    Includes breakout to draft your system ideas.

  • Thursday, December 15, 2022

    9:00am - 10:00am PST

    Construct a compelling case to convince your team why documentation is essential for success.


    Includes breakouts with several role-plays for overcoming objections.

  • Pre-Work and Assignments

    2 hours per week

    To get the most out of the class, you'll start actual documentation to use in your job or business. You'll receive instructor and peer feedback in class to help improve your work.


    NOTE: The sessions will be recorded and the recordings will be shared with the students

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 you help me use my company's remaining 2022 education budget before I lose it?
What’s the refund policy?
What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
Do you offer financial assistance?
A pattern of wavy dots
Join an upcoming cohort

How and Why to Document Your Business Processes

January 2023 Cohort

$200 USD

Dates

Jan 17 - 26, 2023

Payment Deadline

Jan 13, 2023

$200 USD

New
·

2 Weeks