Course by Jen Bergren
How to Document Your Business Processes: Prioritizing, Writing, Systems, Culture
Learn from an operations professional and proven educator about how to prioritize where to start documentation, how to write your process documentation, how to create systems to keep it up-to-date and in use, and how to create a culture of documentation.
Documentation’s many benefits include:
- Less stress – stop trying to remember how to do 100 different tasks per day
- Efficiency – spend less time on repetitive tasks, training 1-1, or answering questions
- Consistency and Predictability – make improvements and forecasting possible
- Transparency – improve your communication to improve your culture
- And more!
This course not only shares best practices, it provides a template for writing documentation and a workbook to help you document your ideas and decisions for your documentation practices.
Interested? Pre-register below to be notified with this course is available:
How to document your business processes
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. Start experiencing the benefits of documentation today.
1
Prioritizing: Determine which processes to start documenting first
- Why is documentation so hard to start? Common roadblocks
- How to overcome common roadblocks and decide where to start
- What prioritization frameworks can you use? In what order should you use them?
- Assignment: Prioritize the first ten pieces of process documentation you will create
2
Writing: Write a clear process anyone can follow
- How to write the process steps
- How and why to create a naming convention
- How and why to use a document structure and formatting considerations
- Which visuals or multimedia would be most useful for your documentation
- Assignments: Writing steps for your first piece of documentation, creating naming convention options, adding the steps to the template structure, adding notes for which visuals to add, peer testing
3
Systems: Create a system to keep documentation in use and updated
- How to create a personal system of documentation
- Time management
- Task & project management
- Communication
- Storage
- How to add people into your system – roles and responsibilities
- How to improve an existing system
- Assignments: Plan out your systems
4
Overcoming objections & building a culture of documentation
- How to overcome common objections to creating, managing, or using documentation
- How to create a culture of documentation
- Assignments: Role-play objection handling, and plan out how you’ll embed documentation into your company culture
Jen Bergren
Marketing Ops Documentation Professor
Jen Bergren creates courses and other educational content on operations topics to help people succeed in their careers, including a documentation course and HubSpot Academy’s RevOps Bootcamp. She was also a guest professor for the HubSpot RevOps certification. Her previous role was Head of Operations at Remotish, a HubSpot RevOps and WebOps agency, where she started as one of the first employees. Her work included creating plans, processes, and programs such as a documentation and knowledge management program that enabled a 30-hour workweek program, a comprehensive employee onboarding program, and a referral partner program that generated 45%+ of company revenue and earned Revenue.io’s Heroes of RevOps award. Her book, What is RevOps, is scheduled to be published in late 2024.
Jen has been teaching and continually improving versions of this documentation course since 2022. She hopes that teaching about the processes and programs she had to create from scratch will help people by shortening the learning curve and preventing the need for the same time-intensive research and trial and error that she completed.
