In that same example, your input might be to implement a work management tool.ĭetermining the inputs and outputs will allow you to then break down each of these goals into smaller steps later on. For example, if your objective is to spend less time on busywork, one of your outputs might be to automate task reminders. You can determine outputs by looking at your initial project objectives and selecting specific, measurable indicators. Process outputs are what you wish to achieve at the end of a process. Process inputs are the resources needed to complete a process. The third step involves identifying both the inputs and outputs. For example, if you’re looking to reduce busywork with process automation, your boundaries might include dedicating your IT team to trigger the process and your operations team to complete the process. Consider where the process starts and ends, and who is affected by it.ĭefining these boundaries can help set clear task guidelines when you’re ready to implement the new process. To do so, outline where the process fits into various teams by identifying the different tasks each team accomplishes. Once you have the initial process information, you can then define boundaries. These factors help to paint a clear picture for stakeholders and the leadership team to quickly understand the process at hand. Priority: Determine how important this process is to implement compared to other projects and objectives your team is working on. Timeline: You can estimate the process scope and timeline for completion with the critical path method. Stakeholders: Though you may not know specific individuals just yet, consider which teams will be working together.
Key objectives: Consider what key performance indicators or business objectives your process is trying to achieve. This is done by reviewing the objectives and documenting them in a business case. In the first step, the project manager scopes the initial information and creates a brief description based on goals, timeline, and priority.
We’ll go through these eight steps and highlight the key components that you should include in your process document.
Target process 3 online documentation how to#
How to create a process documentįrom initial scope to testing and reviewing, there are eight steps you can follow to create a process document.Įach phase aims to formally document the many steps of a process, keeping your team aligned and communication clear. And while process documentation does include a visual representation, it’s quite different from the in-depth visual of a process map. Process documentation focuses on creating a written document outlining key details, while process mapping focuses on visualizing the process. The main difference between the two is each system’s layout. While the two terms sound similar, there are some key differences between process documentation and process mapping. Create a project documentation template Process documentation vs. It also eliminates confusion between team members, serving as a go-to resource to refer back to on how to get something done. You may be surprised to learn just how many you have in your organization already-from deploying new tools to customer-facing communication.īeyond keeping teams aligned, process documentation serves as a roadmap for team members which helps clarify the steps needed to create a new process. You can also create process documentation to streamline current processes. Process documentation is an internal, living document that details the tasks and steps needed to launch a new process.įrom something as simple as onboarding new hires to bigger goals like changing team structure, it’s important to properly document and track the progress of new processes. Let’s go over the purpose of process documentation, how to create one (with examples), and the benefits of implementing it for your team. As a team leader, you have the opportunity to define which fields and functions best fit your team-from identifying process boundaries to documenting process steps. It outlines the exact steps needed to complete a task from start to finish.Ĭreating a detailed document can align teamwork around process objectives and encourage organizational clarity. Process documentation is a detailed description of how to execute a process. Looking to execute a new process but aren’t sure how to get started? We have you covered. Learn how to create a process document, as well as the benefits of implementing one on your team. Define legal and policy changes required as a result of the newly defined CRVS processes and use of technology, considering the items included in the table below.Process documentation is an internal, living document that details the tasks and steps needed to launch a new process.
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