How to Document Business Systems

Рет қаралды 7,745

Күн бұрын

If you're learning how to document business systems and processes -- especially as a small team -- avoid outdated process documentation advice! Check out our free operations audit by ProcessDriven ➡️ my.processdriven.co/snapshot?...
Old school advice recommends you create elaborate process maps and then spend hours writing in-depth work instructions... all for process documentation that no one actually uses. It leaves teams wondering, "Isn't there a faster way to document business systems? 🐢
Whether you're wondering how to write a SOP (standard operating procedure) or how to create documentation for process automation, this LIVE has got you covered. I'll be covering an efficient 5-step approach for how to document business systems that produce high-quality documentation in minutes, not hours. 🐇
Timestamps:
00:00 We'll be starting on the hour!
05:20 Let's get started ...
06:35 How do you build a business process?
09:20 How do we identify the need to write a business process?
14:48 How do I identify a need verses completing the need now?
16:34 How can I document my process?
18:45 What types of documentation equipment are out there?
23:10 How can I start drafting my documentation equipment?
28:00 Why should I spend time on documenting processes?
30:37 How do I make documentation accessible?
32:56 How can I keep my documentation simple?
38:00 How do I start referencing my processes?
42:59 Why should I have someone else test my process?
46:19 Why should we repeat step one?
Resources Mentioned in this Livestream:
🔗 Get the 109 SOP examples - processdriven.co/sops/?...
🔗 Best Task Management Software for your Personality Type - processdriven.co/documentatio...
🔗 5 Steps to Onboard a Hire without SOPs - processdriven.co/documentatio...
🔗 The only ClickUp Templates tutorial you'll ever need (really) - processdriven.co/clickup/how-...
[ RESOURCES ]
👉 Join the waitlist for ProcessDriven Foundations™️: processdriven.co/services/mem...
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👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: processdriven.co/blueprint?ut...
👉 Want to steal our gear/setup/software stack? processdriven.co/gear?...
[ WORK WITH ME ]
🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: processdriven.co/services/mem...
🔥 Learn SmartSuite basics with my beginner course: processdriven.co/services/sma...
🔥 Learn ClickUp basics with my beginner course: processdriven.co/services/min...
🔥 Interested in becoming a Sponsor for the ProcessDriven KZfaq channel? Reach out directly at: processdriven.co/sponsor?utm_...
[ DISCLAIMERS ]
Content we publish is sharing information based on our own experience and opinions. We're not your business coach, lawyer, or advisor in any way. We encourage you to do your own research and find a way to Enjoy the Process with your own style and due diligence!
You may notice how our content often includes affiliate links or sponsored content. ProcessDriven may receive compensation for this type of content which supports the work we do at no cost to you. For details, visit processdriven.co/terms
#smallbusiness #processimprovement #processdriven #processmanagement

Пікірлер: 15

@LaylaPomper 3 ай бұрын

Have a question I missed, or just want to support this content for free? Leave me a comment! Oh! And here's the link to the free Systemization Snapshot™ ➡ my.processdriven.co/snapshot?

@Fischl2985 3 ай бұрын

Hello Layla, watching your video now and you are not the only one chasing the shiny new object 😂 I unfortunately am guilty of going down that rabbit hole. Love your content. It’s refreshing to hear someone going through similar situations as myself. Being a caregiver company and providing services to the elderly comes a lot of documentation. Keep up the great work!

@LaylaPomper 3 ай бұрын

Thanks for sharing!!

@cdbigham 2 ай бұрын

Great video!

@eljay655 3 ай бұрын

Very informative stream! I can't wait for the day you will become extra super popular in systems and business processes, though by that time you will no longer notice my comment. FYI, I have watched all your videos and your team is doing incredibly great at helping people like me navigate these things. Thanks a lot!

@LaylaPomper 3 ай бұрын

I appreciate that!

@ashfaaqc 2 ай бұрын

Great video! what software are you using to illustrate all these ideas? looks very handy for brainstorming.

@LaylaPomper 2 ай бұрын

We are using Whimsical: processdriven.co/whimsical

@motofunk1 3 ай бұрын

The hardest part is implementing the process in such a way that people cannot bypass it.

@esthercraft 3 ай бұрын

Thank you so much for sharing, ,my biggest part I'm stuck is which tool to use to document the sop. I love click up but rest of my organization don't have access and they are using MS Teams,but I don't like using ms word to document because is hard to find specific sop in word document , any suggestions? Osorio what is the whiteboard tool are u using ?

@LaylaPomper 3 ай бұрын

I’d say the best spot for SOPs is the spot your whole team is willing to use! So, MS docs may be your best bet here. Also, this software is processdriven.co/whimsical

@ms8211 Ай бұрын

Good video, but you use many unnecessary fancy words, making it difficult to understand.

@LaylaPomper Ай бұрын

Like what?

@ms8211 Ай бұрын

@@LaylaPomper One word I remember is equipment. btw, I love your videos, I have been watching them for the past week.

@LaylaPomper 25 күн бұрын

@@ms8211 oh I'm glad to hear that! I have a video coming out in a few weeks were I'll define Equipment and a few other terms based on your feedback. I hope it's helpful!! :)