11+ Process Documents Examples & Templates [Download Now]

document process feature

Though some startup companies have succeeded, many of these promising firms failed to flourish. According to a CB Insights article on Statista.com, seventy percent of upstart tech companies sank. After their investigation, they have found out that the number one reason startups failed was that their services were not needed anymore. In other words, there is no market. As a business leader, your main goal is for your company to thrive. Although you have forecasted that the demand for the services your company offer will decline, with a business strategic plan, your company can surmount this obstacle.

Part of your business strategic plan is to overcome the complexity of the processes that your company needs to execute. For this purpose, you will need a document control that will carry out the proper essential process and keep your company going.

What Is a Process Document?

Directly speaking, a process document usually contains a detailed description and step by step instructions on how to complete a specific task. This document will ensure that your organization will execute all the necessary business processes to attain its primary goal. Your process documentation may include policies, tutorials, forms, screenshots, links to other software, checklists, and process charts.

In this article, we gathered a list of examples and templates that you can use to create sufficient process documentation. We also included a set of instructions on how to make the best process documentation that will fit your business.

How Can a Process Document Contribute to the Success of Your Company?

1. Training Purposes

As your company or business grows, you will need more employees. Therefore, you need to train new people. With the complexity of your company processes, you will need a document that will allow them to comprehend all the tasks that they need to perform. With a process document, they can familiarize these processes with more effective pacing.

2. Enhance Existing Processes

A thriving company can adapt to changes influenced by different factors. Along with that, existing methods that are not working will have to be modified or eradicated. Through this document, you will identify the sections that require enhancement quickly.

3. Maintain Quality Assurance

Even tenured employees may forget a few details of a process, especially those processes that they rarely execute. A process document will guide them on how to do the procedure correctly. It will also serve as your basis to make sure that everyone is doing the process correctly.

4. Mitigate Anticipated Problems

Problems can also occur, such as disputes, unexpected system errors, and emergencies. By referring to the process document, you can quickly solve these problems.

11+ Process Documents Examples & Templates

Now that you understand how important a process document is, you can use the following templates and examples to develop a process document that will fit your business needs. You may also check the policy documentation templates below for more models that you can add to your business documents.

1. Vehicle Policy Template

webp
Details
File Format
  • MS Word
  • Apple Page
  • Google Docs

Size: A4 & US Letter

Download

2. Rehire Policy Template

webp
Details
File Format
  • MS Word
  • Apple Page
  • Google Docs

Size: A4 & US Letter

Download

3. Email Policy Template

webp
Details
File Format
  • MS Word
  • Apple Page
  • Google Docs

Size: A4 & US Letter

Download

4. Document Control and Records Management Process

Details
File Format
  • PDF

Size: 134 KB

Download

5. Incident Management Process Document

Details
File Format
  • PDF

Size: 23 KB

Download

6. System Process Document

Details
File Format
  • PDF

Size: 134 KB

Download

7. Document Control Procedure

Details
File Format
  • PDF

Size: 75 KB

Download

8. Center Trade Process Document

Details
File Format
  • PDF

Size: 85 KB

Download

9. Analysis and Assessment of Gateway Process

Details
File Format
  • PDF

Size: 221 KB

Download

10. Elecronic Plans Process Document

Details
File Format
  • PDF

Size: 51 KB

Download

11. Business Process Document

Details
File Format
  • DOC

Size: 32 KB

Download

12. Change Control Process

Details
File Format
  • PDF

Size: 209 KB

Download

How to Create a Process Document

There are multiple ways to create an efficient process document. However, you can only say that a material is reliable if its targetted readers can comprehend the information it provides. In this way, the possibility of misunderstanding is less. Take note of the steps below to create a more trust-worthy process document.

1. Figure Out the Specific Process to Document

If it is the first time to create the process document for your company, you have to create a separate section for each of these processes. List down these processes first. If there is an existing process document, familiarize this material. In this way, you will ensure that the details you are going to include will not conflict with the existing information.

2. Create Your Outline

After completing the list, create an outline for the first process. List down the main divisions required for the operation. A few items that you can add are an introduction, scope, purpose, etc. We recommend you to refer to the samples and templates that we provided earlier. Take note that you have to do the same steps in the other processes that you have listed.

3. Enumerate the Details

In this step, you will include the breakdown of the main divisions of the process. For the steps, you have to place it in order. We recommend you to list these contents in numbers. You also need to determine if the list requires additional information or further explanation, such as notes. Also, you can refer the readers to another section of the document. Providing examples can also help.

4. Proofread and Finish it

Lastly, you have to check for any grammatical errors, include necessary transitioning for your readers to understand the texts quickly. You can also review the terms you are using and the flow of the information provided to ensure that the predefined readers can easily understand it.

There are several ways that you can apply and factors to consider in managing a business. You might have learned many lessons from your old school or your previous experiences, but the best way to ensure the success of your organization is to study the current business that you are running. From there, you will create a strategic plan that will give you an edge over your competitors. Aside from that, with the help of a flexible process document, you can anticipate the forecasted obstacles that your company will face and deal with it accordingly.

More Design