How to Write a Business Process Document. It can also serve as the baseline for training documents to quickbase the missing manual pdf new workers for that process. Whether you’re writing for your own organization, or preparing a business process document as a professional writer, the process is helpful and often critical to success. At the beginning and throughout the process document creation process, you will need to work with a team relevant to the process you are outlining.
Make sure to involve the people who carry out the process and their immediate superiors, as well as any upper-level management who need to approve changes to the process as you go. Try using meetings or informal focus groups with these people at the beginning when modeling the process. This will ensure that you don’t miss any crucial steps or parts of the process. Another option is to bring in subject-matter experts from outside the business organization who can provide knowledgeable and unique input. It’s important to avoid writing the BPD for the entire organization in one shot. This is about compartmentalizing smaller processes so they can be put together to form the larger document. Narrow down your focus from major, business-wide processes to an individual activity handled by a small team.
Then, cut up the activity into definable processes, or tasks, and focus on only one of those. For many assignments, you will be writing several individual process documents. There should be one for each of the processes in a complex operation, but repeatable processes can have material duplicated from a singular document. As a general rule, it’s better to make each document cover as small a process as possible. This makes the process, and the list of people who must understand it, as clear as can be. Focus on the scope of the process.
Your process is outlined by the effect that it has on the business as a whole. So, to get started, you’ll need to clearly define the desired outcome of the process. From there, identify the start and end points of the process. What exactly happens to start the process and what determines when the process has ended?