How and Why to Document Your Business Processes

9.7

(9 ratings)

·

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. (You could also enroll in a one-session workshop on this topic here.)

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. (You could also enroll in a one-session workshop on this topic here)

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.

Watch a sneak peek of some of the course content

Watch my documentation talk for Operations Nation on YouTube.


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


NOTE: This course is suitable for a range of experiences, and does not dive into technical process levels or process maps

9.7

(9 ratings)

What people are saying

        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 a great trainer.
Amanda Kinbrum

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. 
Heather Robinette

Heather Robinette

Revenue Operations Leader | HubSpot Expert
        This is a must-take for RevOps folks looking to grow their careers and/or learn some new best practices!
Melissa McCready

Melissa McCready

GTM Ops & RevOps Consultant | Coach | Fractional Leadership - Navigate Consulting 
        This is a thoughtful and manageable introductory course to business processes and documentation.
Ben Donahower

Ben Donahower

HubSpot Agency Owner
        Jen’s course is jam-packed with knowledge. I greatly appreciated learning how to discuss the value of documenting processes and getting buy-in from stakeholders when you need to start writing things down. Jen’s knowledge is top tier and her lectures, discussions, and templates are a great starting point for anyone wanting to document processes.
Abbey Gonka

Abbey Gonka

Operations Professional
        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

Mary Stovall

Business Consultant | Digital Strategy | Agile | Scrum
        Excellent overview on documentation, why it is important for your business and multiple practical templates on how to get started and manage your documentation assets.
Daniel Secareanu

Daniel Secareanu

RevOps Tech Consultant
        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

Operations Educator

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 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

December 2023 Cohort 7

$399 USD

Dates

Dec 5—15, 2023

Payment Deadline

Dec 4, 2023

|

Bulk purchases

Course schedule

6 hours per week

  • September 2023 cohort:

    10:00am-11:30am PST

    • Tuesday, September 19
    • Friday, September 22
    • Optional: Monday, Sept. 25, 9am PST (Office Hours)
    • Tuesday, September 26
    • Friday, September 29

  • December 2023 cohort:

    11:00am-12:30pm PST

    • Tuesday, December 5
    • Friday, December 8
    • Optional: Monday, December 11 9am PST (Office Hours)
    • Tuesday, December 12
    • Friday, December 15

  • Topics by day:

  • Session 1 (Tuesday)

    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.

  • Session 2 (Friday)

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


    Includes breakouts to improve your documentation homework from Class 1.

  • Optional: Office Hours (Monday)

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

  • Session 3 (Tuesday)

    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.

  • Session 4 (Friday)

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


    Includes breakouts with several role-plays for overcoming objections.

Free resource

What processes should you document first?

If you know you need to start documenting your business processes to experience the benefits of:

  • Efficiency - fewer working hours
  • Less stress
  • Hiring, training, and delegating
  • & more


Then overcoming overwhelm can be the hardest part. There is SO much you could document in your job or business!


Use this free template to start 'documenting' common processes and tasks you perform, to help you decide where to start prioritizing. Copy it into your preferred document format.


This is the prep work for my class, How and Why to Document Your Business Processes.

Download this free resource

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

Why is the price increasing?
What’s the refund policy?
What happens if I can’t make a live session? Are they recorded?
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

December 2023 Cohort 7

$399 USD

Dates

Dec 5—15, 2023

Payment Deadline

Dec 4, 2023

|

Bulk purchases

$399 USD

9.7

(9)

·

2 Weeks

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