Process Documentation Best Practices Checklist

Follow these best practices to create effective process documentation that improves efficiency and reduces errors. Use this checklist to ensure your documentation meets professional standards.
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1. Define the process boundaries

Clearly identify what's included and excluded

2. Document the current state

Capture how the process actually works now

3. Identify process owners and stakeholders

List who's responsible for each part

4. Map the process flow

Create visual diagrams showing the process steps

5. Include decision points

Document where choices are made in the process

6. Add input and output requirements

Specify what's needed and what's produced

7. Include quality standards

Define what constitutes good results

8. Document exceptions and variations

Address what happens when things go wrong

9. Include performance metrics

Add ways to measure process effectiveness

10. Create version control

Plan for updating and maintaining the documentation

11. Include training requirements

Specify what training is needed to follow the process

12. Review and validate

Have stakeholders verify the documentation is accurate
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