Spectacular results come from spectacular consistency.

Knowing what to say is more important than knowing how to say it. This is why most “good writers” are broke.

Your company needs documentation and you want to get it up and running as quickly as possible!

Our team has broken the launch process into 3 simple steps anyone could implement in a day and get up and running with process documentation.

By the end, your team will be well on its way to creating “fat” free processes to increase your

operational efficiency and profits

Step 1: Team Brainstorming Meeting

Start with a MANDATORY brainstorming meeting with your full team to:

  1. REVIEW the pyramid nature of process documentation attached to this guide
  2. IDENTIFY the undefined processes that exist at your company (make a list)
  3. PRIORITIZE the processes that are core to your company’s values to be tackled first
  4. Create a schedule for each person in your team to tackle documentation that is DIRECTLY associated with their role (you can use this free Gantt tool)

Step 2: Set up policies, processes, and procedures.

The hard work is already done for you! With this guide, we have attached templates for each type of document with examples ready to go.

  1. Provide your leadership team with the policy template and get them to convert the company values into policies that everyone can read and follow. Create a copy of the template attached at the bottom of this page!
  2. Provide each department with the Process and Procedure templates attached on the homepage of this guide.
    1. Start with the process documents to list out activities that are leveraged to accomplish the company's goals! Process for the sales funnel, Process for shipping out inventory, Process for requesting a budget change, etc.
    2. The procedure provides a detailed step-by-step guide on how to complete each activity in a process. Be as detailed as possible! Provide screenshots or pictures as necessary.
    3. Use a free process flow generator like BPMN generator to make process flows

Step 3: Set up Storage for Document Management

Once the documentation is complete; have a centralized location to store the documentation broken up. Cloud storage like OneDrive with Microsoft or Google Drive will go a long way.

Store the files grouped together as policy, process, and procedure under each department.

This step is extremely important for scaling out this DMS! If your team cant not easily find documentation, I promise you that they will not use the documentation in their day-to-day practices. The point of a DMS is to create repeatable, high-value processes in your business that are actually used. Set up the cloud storage and make sure everyone knows how to use it. The following two youtube videos are great resources for intros to both cloud platforms.

Google Drive