More Process Documentation Templates and Examples

Sales Process Flowchart

Sales Process Flowchart

Process Flow

Process Flow

Recruitment Process Flowchart

Recruitment Process Flowchart

Project Management Process Map Template

Project Management Process Map Template

Talent Management Process

Talent Management Process

Creately helps you do this with

Pre-designed templates for process documentation
Easy drawing and diagramming tools for documenting processes
Share with others in your team for real-time collaboration and group editing
Export diagrams as SVGs and in image formats suitable for PowerPoint presentations & Word Documents

Guide and Best Practices

Process documentation provides all the details needed to carry out the business activities in a function. It includes documents such as tutorials, process maps, policies, screenshots, etc. It helps employees at all levels understand company processes.

How to Document a Process

  • Identify the processes you need to document and determine its purpose and scope. Provide a description of these elements.
  • Use a flowchart to identify the process boundaries. Share it with process owners with the help of Creately real-time collaboration feature to get their input as well.
  • Using a mind map, brainstorm with a team of experts on the process to gather necessary information such as process steps, inputs and outputs.
  • Take the list of process steps you’ve identified, and arrange them in a sequential order to create a process flow. Keep the number of steps to a minimum.
  • Decide the individuals who will be responsible for carrying out each process task. Mention their title rather than their name.
  • Using a process flowchart, visualize the steps you’ve identified earlier. Using swimlanes, add responsible process departments or owners as well.
  • Gather those who are involved in the process to review the process flowchart for errors and test it for effectiveness.
  • Embed the various diagrams created in your intranet or other internal websites or share it with your team so they can easily access the necessary documents.

More templates and visual ideas in process documentation

Brainstorming Map

Brainstorming Map

Strategy Map Example

Strategy Map Example

Business Re-framing Matrix

Business Re-framing Matrix

Competitor Profile Template

Competitor Profile Template

Process Decision Program Chart (PDPC)

Process Decision Program Chart (PDPC)

Decision Tree Analysis Template

Decision Tree Analysis Template