How to Document Your Business Processes
Jen Bergren
Operations Educator
If you don't document, you can't scale.
In this course, you will create actual process 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.
Next cohort: February 4-25, 10AM-12PM Pacific time weekly
What you’ll learn
How to create documentation to more easily hire, train, and repeat work efficiently to reduce stress and achieve your business growth goals
Identifying at least 10 processes/tasks to document
Prioritizing them into a list so you know where to start and what documentation to work on during this course
Understand and apply best practices for writing documentation that makes it more likely to be adopted and used
Start writing the documentation for your first selected process, using a provided, customizable template
Analyze the four parts of a sustainable system and decide how you'll apply each part, using a template for guidance and reflection
Decide which roles for documentation are relevant for your company, using a template for guidance and reflection
Understand the components, best practices, and steps to foster a culture of documentation at your company, using a template for reflection
Practice overcoming common objections to documentation use and creation with provided scripts and role play
Learn directly from Jen
Jen Bergren
Human-Centered Operations Leader, putting people and process before tech.
Who this course is 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's included
Live sessions
Learn directly from Jen Bergren in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
5 live sessions • 14 lessons • 2 projects
Week 1
Feb
4
Documentation course: Session 1: Prioritizing & Writing
Day 1 Class: Identifying where to start and STARTING to write a process
Day 1 Homework
Week 2
Feb
11
Documentation course: Session 2: Writing, continued
Day 2 Class: Writing a clear process: continued
Day 2 Homework
Free lesson
How to Prioritize Process Documentation
Determine the roadblock(s) preventing your documentation
Identifying it is the first step to overcoming it. Learn about the common roadblocks to this critical work.
Determine which processes to start documenting first
Knowing where to start, based on your roadblock, can help you overcome procrastination and overwhelm.
Schedule
Live sessions
3-4 hrs / week
One 2-hour class per week. Optional office hours in the middle of the 4 sessions and 1 month after the final class.
Wed, Feb 4
6:00 PM—8:00 PM (UTC)
Wed, Feb 11
6:00 PM—8:00 PM (UTC)
Mon, Feb 16
6:00 PM—7:00 PM (UTC)
Projects
1-3 hrs / week
Pre-work and homework will help you get the most out of the sessions. There is also work time in class to start some of the documentation and templates.
Async content
1 hr / week
There is optional reading and video content in between classes, related to each topic.
Success stories
- 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
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
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
GTM Ops & RevOps Consultant | Coach | Fractional Leadership - Navigate Consulting - This is a thoughtful and manageable introductory course to business processes and documentation.
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
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
Business Consultant | Digital Strategy | Agile | Scrum
Free prioritization template
This Google Doc template will be given to you as part of the workbook included in this workshop. It is also available here for free to help you get a start on prioritizing your documentation.
Frequently asked questions
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$599
USD