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How to Document Your Business Processes

4.9 (11)

4 Weeks

Cohort-based Course

Create documentation to more easily hire, train, and repeat work efficiently to reduce stress and achieve your business growth goals

How to Document Your Business Processes

4.9 (11)

4 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.

Jen Bergren

Human-Centered Operations Leader, putting people and process before tech.

Course overview

If you don't document, you can't scale.

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.

Next cohort: October 1-22, 2024, 8-10AM Pacific time weekly

Who is this course for

Founder, executive, or manager who wants to easily train others to efficiently take over their work and run it reliably

Operations teams, who know the value of documentation but have had trouble starting it or convincing others to participate

Efficiency-focused professionals who are tired of being tactical and reactive every day instead of completing proactive strategic work

Founder, executive, or manager who wants to easily train others to efficiently take over their work and run it reliably

Operations teams, who know the value of documentation but have had trouble starting it or convincing others to participate

Efficiency-focused professionals who are tired of being tactical and reactive every day instead of completing proactive strategic work

What you’ll get out of this course

Determine which processes to start documenting first

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. (Find a blog on prioritization here.)

Write a clear process anyone can follow

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.

Create a system to keep documentation in use and updated

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.

Overcome objections and build a culture of documentation

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 a sneak peek of some of the course content

Watch my documentation talk for Operations Nation on YouTube.

See other formats and related courses.

Take this quiz to learn which format of this course is right for you,

NOTE: This course is suitable for a range of experiences, and does not cover technical process mapping.

This course includes

5 interactive live sessions

Lifetime access to course materials

14 in-depth lessons

Direct access to instructor

2 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Week 1

Oct 1—Oct 6

Oct

Documentation course: Session 1: Prioritizing & Writing

Tue 10/13:00 PM—5:00 PM (UTC)

Day 1 Class: Identifying where to start and STARTING to write a process

1 item • Free preview

Day 1 Homework

3 items

Week 2

Oct 7—Oct 13

Oct

Documentation course: Session 2: Writing, continued

Tue 10/83:00 PM—5:00 PM (UTC)

Day 2 Class: Writing a clear process: continued

1 item • Free preview

Day 2 Homework

3 items

Week 3

Oct 14—Oct 20

Oct

Documentation course: Office Hours (Optional)

Mon 10/143:00 PM—4:00 PM (UTC)

Optional

Oct

Documentation course: Session 3: Systems & Roles

Tue 10/153:00 PM—5:00 PM (UTC)

Optional: Office Hours

1 item

Day 3 Class: Create a system to keep documentation in use and updated

1 item • Free preview

Day 3 Homework

2 items

Week 4

Oct 21—Oct 22

Oct

Documentation course: Session 4: Objections & Culture

Tue 10/223:00 PM—5:00 PM (UTC)

Day 4 Class: Overcoming Objections and Building a Culture of Documentation

1 item • Free preview

Day 4 Homework

2 items

Post-course

Complete class survey

1 item

4.9 (11 ratings)

What students are saying

Course schedule

3 hours per week for classes & homework

October 2024 cohort: Oct. 1-22, Tuesdays
8:00am-10:00am Pacific time
This is a new format of one class per week for 4 weeks, instead of two classes per week.

If these dates and times are not convenient for you, consider the workshops or on-demand version of this course.
Topics by week:
Session 1

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.
Session 2

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 (Monday)

Optional: Office Hours, for anyone who wants help with homework, accountability time for doing homework, or other questions for the instructor
Session 3

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.
Session 4

Construct a compelling case to convince your team why documentation is essential for success.

Includes breakouts with several role-plays for overcoming objections.

Meet your instructor

Jen Bergren

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.

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How to Document Your Business Processes

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What people are saying

This course has really helped me start documenting processes within my business. It was difficult to know where to start, how to document and manage the change for the team. I now have one in place with 10 more to start! Jen knows her stuff and is a great trainer.

Amanda Kinbrum

Managing Director

This is a must-take course for anyone wanting to get better at the documentation or someone who wants to make documentation a priority at their organization. The course has a lot of great information, examples, and templates for you to leverage. This is a great course and I would highly recommend it to anyone.

Heather Robinette

Revenue Operations Leader | HubSpot Expert

This is a must-take for RevOps folks looking to grow their careers and/or learn some new best practices!

Melissa McCready

GTM Ops & RevOps Consultant | Coach | Fractional Leadership - Navigate Consulting

This is a thoughtful and manageable introductory course to business processes and documentation.

Ben Donahower

HubSpot Agency Owner

Jen’s course is jam-packed with knowledge. I greatly appreciated learning how to discuss the value of documenting processes and getting buy-in from stakeholders when you need to start writing things down. Jen’s knowledge is top tier and her lectures, discussions, and templates are a great starting point for anyone wanting to document processes.

Abbey Gonka

Operations Professional

This is the course I've been wanting to take for years. Jen created a course that is easy to follow and corrals all the information in my head into an understandable format that everyone can follow. Thank you!

Mary Stovall

Business Consultant | Digital Strategy | Agile | Scrum

Excellent overview on documentation, why it is important for your business and multiple practical templates on how to get started and manage your documentation assets.

Daniel Secareanu

RevOps Tech Consultant

Documentation has helped me to learn how to do new things at my job more independently and be able to get back to that resource whenever I have a question. Jen’s teachings guided me to write clear documentation to be shared across the company and helped to build the habit of documenting which was essential to improve silos between departments.