What is the best way to document a process?

Published by Charlie Davidson on

What is the best way to document a process?

How to Document Processes

  1. Step 1: Identify and Name the Process.
  2. Step 2: Define the Process Scope.
  3. Step 3: Explain the Process Boundaries.
  4. Step 4: Identify the Process Outputs.
  5. Step 5: Identify the Process Inputs.
  6. Step 6: Brainstorm the Process Steps.
  7. Step 7: Organize the Steps Sequentially.
  8. Step 8: Describe who is Involved.

What should be included in a process document?

How to create process documentation

  1. Step 1: Define the process and its scope. Decide which process you are going to document.
  2. Step 2: Organize the steps.
  3. Step 3: Describe who is involved.
  4. Step 4: Note down exceptions to the normal process flow.
  5. Step 5: Add control points.
  6. Step 6: Review and test the process.

What is best practice for documentation?

Best Practices for Simplification Keep documentation just simple enough, but not too simple. Write the fewest documents with least overlap. Put the information in the most appropriate place. Display information publicly.

What does it mean to process documents?

What is the definition of process documentation? Process documentation is the method of internally capturing all the information necessary to properly execute a business process within your organization. You should include all relevant information to make the document easy to understand and carry out.

Can you give an example of a time you streamlined a process?

A streamlined process means fewer errors and delays. You probably use dozens of business processes every day. For example, you may go through the same steps each time you generate a report, resolve a customer complaint, contact a new client, or manufacture a new product.

How do you prepare a guideline document?


  1. All points are to be bulleted and contain only one main point per bullet.
  2. No mandatory statements are to be included in guidelines, these need to be in a policy , procedure or standard document.
  3. Plain language is to be used throughout the document.

Who is responsible for process documentation?

The Project Team
1. The Project Team. The project team holds responsibility for process documentation. Documenting the process while performing it makes sure that the project team is conscious of their efforts and are constantly learning.

What is business process documentation?

Business process documentation is a complete description of a business process using words, images, and symbols to designate exactly how the process should function in an ideal environment. The documentation should include what data is required to complete the process, what the workflow is, and any decisions that need to be made.

What is procedure documentation?

Process documentation is about keeping track of a process during the execution of a project. The goal is to learn from the implementation so you can adjust the strategy and improve the procedure.

What is standard documentation?

Standard Document Law and Legal Definition. Standard document is defined as “a document approved by a recognized body that provides, for common and repeated use, rules, guidelines, or characteristics for products or related processes and production methods, with which compliance is not mandatory.

What is Process Guide?

A process guide is a reference document for a particular process, providing assistance to process participants in carrying out that process. Although most organizations have such documents (e.g., standards, manuals), they are frequently deficient in both form and content, and often go unused.

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