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
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.
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
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.
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.)
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)
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 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
How and Why to Document Your Business Processes
Amanda Kinbrum
Heather Robinette
Melissa McCready
Ben Donahower
Abbey Gonka
Mary Stovall
Daniel Secareanu
Mariana Godsen
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.
December 2023 Cohort 7
$399 USD
Dates
Dec 5—15, 2023
Payment Deadline
Dec 4, 2023
10:00am-11:30am PST
11:00am-12:30pm 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.
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, for anyone who wants help with homework, accountability time for doing homework, or other questions for the instructor
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.
Construct a compelling case to convince your team why documentation is essential for success.
Includes breakouts with several role-plays for overcoming objections.
If you know you need to start documenting your business processes to experience the benefits of:
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.
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
December 2023 Cohort 7
$399 USD
Dates
Dec 5—15, 2023
Payment Deadline
Dec 4, 2023