How To Document Your Current Processes In 10 Easy Steps

Apr 15, 2019
< 1 Min Read

Most companies use repeatable business processes to get work done. That’s a good thing. But if those processes aren’t written down, there are any number of things that could happen to cause breakdowns in the workflow and have an impact on your customers or your cash flow. That’s not a good thing. Today, people are beginning to manage processes on platforms to continually improve and iterate.

It’s not hard to document work processes, but it does take time. The time is well worth it though because it will help you determine if the processes are efficient or if there are steps that can be eliminated or changed. And if you’re in the middle of getting ready to automate some of your work, documenting current processes are an absolute must.

Using a step-by-step method to document your processes will help you get it done quickly and efficiently. Over the years, I’ve used (and taught) a ten step method many times over with success. It can help you too.

>> Read more in the Process Improvement Playbook: Overcoming the Hurdles of Manual Processes in the Workplace.

A Quick, Ten Step Method For Documenting Business Processes

This method works best when all participants can see what’s being created by using a flip chart or white board. Make sure you have the right people in the room who know what’s involved in accomplishing the process.

Step 1 – Process Name

To get started, write the name of the process along with a description on the flip chart.

Step 2 – Process Boundaries

Identify the start and end points of the process. What triggers the process to start? How do you know when it’s done?

Step 3 – Process Outputs

Identify what’s produced by the process.

Step 4 – Process Inputs

Identify what’s needed to perform the process and where it comes from. Some sources include: paper, excel, web.

Step 5 – Process Activities

Brainstorm the activities (what) that need to be done to get the process from start to finish. State these in a verb / object format (e.g., approve request, sign paperwork, distribute form, etc). Don’t worry about sequencing the activities at this time, just brainstorm freely. Sticky notes can be very effective for this step. Just write one activity on each note.

Step 6 – Process Organization

Take all the brainstorm items you identified and sequence them into the process flow. Make sure you identify key decision points as you build the visual of your process.

Step 7 – Process Review

Take a look at the sequence as a first quality check. Does it look complete based on the boundaries you defined in Step 2?

Step 8 – Process Roles

Identify the roles (whom) that will be completing the activities for the process. Assign a role to each activity step.

Step 9 – Transcribe Process

Place the steps into a flowcharting software program in a swim lane format.

Step 10 – Final Process Review

Get the participants together and review the process flow. Secure approval by all team members.

Put It All Together

Here’s an example of a documented process to help you see how it all comes together.

Process Name Pay Employees
Process Boundaries Employees work for one week and get a paycheck or check stub if on automatic deposit
Process Outputs Employee checks or stubs, payroll report, updated PTO records
Process Inputs Employee time cards
Process Activities Completed and verified employee time cards, time cards delivered to HR, PTO records updated, data entered in payroll processor, checks or stubs delivered to employees, completed payroll report generated
Process Roles Employee, Supervisor, HR Manager, HR Assistant

Your Next Steps

Once you have the processes documented and approved, your next step will depend on what actions you plan to take in your company. Whether you are making changes or not, it’s a good idea to take a look at each process to determine where there are opportunities to make the process more efficient.

Ready to get started documenting your processes? Join the Quick Base Builder Program to learn how to build apps, develop advanced skills, and explore Quick Base at your own pace.

Get your free copy of the Process Improvement Playbook here. Improve your processes – and your business – today with this essential guide.
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