How to document a repeatable process
PURPOSE
Documenting repeatable processes reduces errors, training time, and dependency on one person’s memory.
INCLUDE
Purpose, audience, prerequisites, steps, roles, tools, exceptions, outputs, and escalation guidance.
WRITE CLEARLY
Use numbered steps and plain language.
VALIDATE
Ask someone else to follow the process and note where they get stuck.
BEST PRACTICE
Assign an owner and review date so the document stays useful.