Process Documentation Template

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.

View Template Below

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:

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