Creating Useful Process Manuals and Documentation

Learn how to create well-written process manuals and determine the appropriate documentation necessary.

For-profit, not-for-profit, public sector, private sector, and businesses of all shapes and sizes depend on multiple processes to function smoothly. Capturing the various business processes can help companies identify inefficiencies, implement changes, and provide a uniform understanding of how a process works and who is involved. A process manual(s) for employees establishes guidelines and protocols for all major values, actions, and decisions of a department or organization. The document compiles information about a specific process(es) by detailing the necessary steps and serves as a reference guide. Having this information in writing helps ensure that workflows are operating according to guidelines, provides a structure for process management, and assists with knowledge transfer when employees change roles or when training new hires. From defining consistent standards to improving business performance, there are many reasons to document processes. During this training, you'll learn how to create well-written process manuals and determine the appropriate documentation necessary to make your manual straightforward and clearly understood. This training can save you countless hours of writing and rewriting in an effort to eliminate ambiguities and reduce confusion regarding expectations among your teams. Plus, you'll see a direct influence on the behaviors of each member of your team by utilizing accurately written and documented, inclusive policies and procedures.

Faculty

Cheryl Grazier, M.S.I.D., M.P.A.

Cheryl Grazier Training and Consulting, LLC