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Process Documentation Template

Create process documents for your team to create workplace efficiencies.

What is Process Documentation?

Process documentation is a method to track and share processes and procedures. They can be create to help on-board new hires, update teams with new processes, assist with management and much more.

Why Process Documentation is important?

It's a vital part of every industry, department and role. Whether it's a one-off scenario or a complex task it's important to document it to save valuable time. It also helps to create centralized approaches to tasks, which is especially important for large distributed teams. Process documentation reduces chances of errors, speeds up learning curves, and ensures everyone is on the same page.

What you should include in Process Documentation?

Summary: Describe the business process that is being documented in more detail. Help the reader(s) understand what the business process document will be covering in detail.
Purpose: Describe the ideal outcome from following this process.
Actors / Roles: Include those that are involved
Next Include steps and in each step you should break down the process:

Step 1: Include a Title

  • Summary: Describe the step in detail.
  • Why: Purpose of step and why it's necessary
  • Owner: Identify the owner of this step
  • Actors: All participants to make this step happen (optional)
  • Timeline: Add a timeline of how long this process step should take. Provide exact dates when necessary.
  • How: Describe how this step will be accomplished. Include any technologies, outside partners, etc. that are needed to complete this step.
  • Resources: Include any important resources.

Continue the process for additional steps.

Key Benefits of Making Your Process Documentation on Bit.ai

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in Real-Time
  2. Interlink process documents
  3. Create fully responsive documents
  4. Create private process documents only visible to yourself or your team
  5. Track engagement on shared process documents with clients, partners, etc.undefined

How to Make your Process Documentation Interactive?

Recommended Power links and Files you can add to your Bit Document Process Documentation Template:

  • Web links
  • Google Sheets, OneDrive Excel, Airtable
  • GitHub
  • Social Media posts
  • YouTube, Vimeo
  • Draw.io, Lucidcharts
  • Sketchfab, Figma, Marvel
  • PDFs, PowerPoint in Google Drive/OneDrive

Process Documentation Template

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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