Skip Nav

9 Easy Steps to Documenting your Business Procedures

Thanks for signing up!

❶Words with private meanings have no meaning at all.

Latest Webinars

Latest Online Events
Clutter-free business writing tips
Clarity above all

Next, create a flowchart depicting its key steps see 2. Then document the tasks required of each step, supporting each task with specifics. Separate your process documentation into as many hierarchical layers as needed.

This way, anyone seeking to learn the process, or compare it to the actual work being done, and can quickly see what ought to be accomplished at any point. Provide context and reasons. All documentation should explain why a particular process is important and what steps it involves.

Providing this information helps your business in two ways: In processes where judgment is disallowed — for reasons of legality, contractual obligations, risk factors, etc. This article currently has 1 ratings with an average of 5. Home Articles Guides Tools Videos. Here are six easy ways to get started — without going overboard. Information may be abridged and therefore incomplete. Each financial situation is different, the advice provided is intended to be general.

Please contact your financial or legal advisors for information specific to your situation. Help Your Business Thrive Get our newsletter. Thanks for signing up! During the workday, employees follow several processes to accomplish their goals. These goals vary by position and include such duties as recording journal entries, responding to customer inquiries or troubleshooting computer problems. Each department works toward different goals and uses different processes to accomplish those goals.

Some companies lack the time to carefully detail the business processes they use. However, writing out the business's processes offers numerous benefits to a company. When a company documents its business processes, it creates detailed steps with which it can guide current employees and train new employees. Write out the objective of the business process.

This statement lists the reason for and importance of following the described process. When developing your objective, think about why employees need to follow the process and ask management what the result of following the process should be; your objective should convey these understandings. Identify each step that occurs throughout the process and write each step out as a single sentence. Review each step to determine if it adds to the completion of the process or uses resources without adding value.

Eliminate those steps that do not contribute to the objective. Identify and list the tasks necessary to complete each step. Include information on any resources needed to complete the step and how to acquire those resources.


Main Topics

Privacy Policy

Business Process Writing: Guidelines. Once you’ve agreed with the project stockholders which business processes need to be developed, start documenting the processes. Here’s a plan of attack: Template – Create a template for your business processes. This helps standardize the .

Privacy FAQs

These business writing tips will make your life easier as well as the lives of anyone reading what you write. In the humble opinion of George Orwell, if you can’t avoid these four things he will hate your writing and not read your process.

About Our Ads

However, writing out the business's processes offers numerous benefits to a company. When a company documents its business processes, it creates detailed steps with which it can guide current employees and train new employees. Dec 04,  · Business process documentation makes it easier to maintain standards, train new hires, adhere to external rules and regulations, and more. Techniques for Documenting Your Business Processes. By Robert Moskowitz. writing down your most essential procedures can be beneficial. Having formal processes makes it easier to maintain standards 5/5(1).

Cookie Info

2. Who are you writing for? Before you plunge headlong into your business’s most complex processes, remember who you are writing the procedures for - not for those like yourself who have intimate knowledge of the entire business, but for your staff. A business process is a set of activities or tasks that accomplish a specific organizational goal. By automating business processes using Laserfiche Workflow, organizations around the world have increased productivity and cut costs. Before you jump into your Workflow implementation, however, it is.