Documenting Process & Procedures

Organizations need to document the processes by which they do business to establish corporate memory and ensure repeatable outcomes. How you produce your product or service is as important as what you produce. This 12-hour course provides the models for documenting work processes and the techniques for quality-testing them. We also address the use of AI tools if applicable..

This course develops invaluable skills for managing and encouraging a quality process in your organization.

Who Should Attend
Anyone writing process and procedural documentation to ensure clear understanding of how the business works at the level of procedures and workflow..

Course Topics
In this 12-hour workshop, you will learn to

  • determine your needs for process documentation
  • apply various types of process and procedures documents
  • determine the connections among the overall process, the individual procedures, and the performance criteria
  • determine your audience’s need for procedural or process documents based on critical success factors
  • assess your current or expected process before you start documenting it
  • distinguish the types of compliance such as contractual obligation, ISO certification, corporate standards, and expected results
  • design effective process and procedures documents by layering information effectively, organizing information around the tasks to be performed, and linking those tasks to performance expectations
  • draft a clear document quickly, with the conventions for procedural information
  • quality-test your process and procedures documents with specialized revision strategies
  • use AI tools for different parts of the writing process