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Business Process Documentation Template

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A simple, baseline structure and template for business process documentation and organization. If you need any suggestions around tools, let me know. The full article also has process inventory and input templates.

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Business Process Documentation Template

  1. 1. PROCESS DOCUMENTATION TEMPLATE Terms and Conditions: By copying and modifying this document, you agree that it will be used for your internal use and not for resale or consulting purposes.
  2. 2. PROCESS DOCUMENT: APPROACH SUMMARY • • • • • • • • • • More detail at: Process Documentation - Protecting the Lifeline of Your Business Operations
  3. 3. PROCESS DOCUMENT: CURRENT PROCESS INVENTORY PROCESS NAME CLASSIFICATION DOCUMENTED VALIDATED More detail at: Process Documentation - Protecting the Lifeline of Your Business Operations
  4. 4. PROCESS DOCUMENTATION INPUT TEMPLATE ● ●
  5. 5. FUNCTION 1 PROCESS DOCUMENTATION (COVER PAGE TEMPLATE) Terms and Conditions: By copying and modifying this document, you agree that it will be used for your internal use and not for resale or consulting purposes.
  6. 6. PROCESS DOCUMENT: TABLE OF CONTENTS FUNCTION 1 PROCESS Process Name Summary ……………………….……………...5 Swimlanes……………………………………...6 Templates……………………………………..10 Process Name Summary ……………………….…………….18 Swimlanes…………………………………….19 Templates……………………………………..20 Process Name Summary ……………………….…………….21 Swimlanes…………………………………….22 Templates……………………………………..23 Process Name Summary ……………………….…………….24 Swimlanes…………………………………….25 Templates……………………………………..26 Process Name Summary ……………………….…………….28 Swimlanes…………………………………….29 Templates……………………………………..30 When the final document is produced each of these items within the Table of Contents will have a clickable link to the topic you want to view. More detail at: Process Documentation - Protecting the Lifeline of Your Business Operations
  7. 7. PROCESS DOCUMENT: FUNCTION 1 EXECUTIVE SUMMARY ► ► ► ► If there are any gaps or recommendations they will be listed on the Executive Summary for each process. If an Executive Summary is NOT provided the process is fully aligned within all of the areas.More detail at: Process Documentation - Protecting the Lifeline of Your Business Operations
  8. 8. FUNCTION 1 Process 1 Each process will have a swimlane. If there is more than one swimlane, the process is not aligned within the areas. The left-hand column represents any systems, technology or headcount this process could “touch.”
  9. 9. FUNCTION 1 Process 1 Business Process – What is the business process you are defining? Example: Shift Bid Purpose – What is the end-goal of this process? Example: Completed and consistent shift bid for all frontline employees Author – Name of person inputting this process Example: Your Name SECTION 1 SECTION 2
  10. 10. NEXT STEPS (COVER PAGE TEMPLATE) Terms and Conditions: By copying and modifying this document, you agree that it will be used for your internal use and not for resale or consulting purposes.
  11. 11. PROCESS DOCUMENT: SUMMARY OF NEXT STEPS, RECOMMENDATION S OR ACTION ITEMS ► ► ► ► Use this section to document recommendations, next steps, action items or leverage it as a changelog. More detail at: Process Documentation - Protecting the Lifeline of Your Business Operations
  12. 12. MORE INFORMATION & CONTACTS CONNECT WITH KRIS: > Kris Fannin Intelivate > Kris Fannin Twitter > Business & Career Insights Articles

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