As a business company grows, so does the complexity of its processes or business procedures. People, tasks, and procedures will continue to increase which must be put into order in the most efficient and effective way you can possibly manage. Businessmen often overlook the process documentation especially if their developing business operates with a limited number of team members who perform multiple tasks at the same time. They might not realize it but process or procedure documentation is a way to improve their efficiency and effectively provide customers with what they need.

FREE 10+ Procedure Documentation Samples & Templates in PDF | MS Word

1. Core Operating Procedure Documentation

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Size: 75 KB

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2. Medical Records Procedure Documentation

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  • PDF

Size: 208 KB

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3. Procedure Documentation Template

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Size: 783 KB

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4. Sample Procedure Documentation Form

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  • Word

Size: 5 KB

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5. Sample Procedure Documentation Template

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Size: 638 KB

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6. Formal Procedure Documentation Template

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Size: 17 KB

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7. Standard Procedure Documentation

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Size: 326 KB

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8. General Procedure Documentation

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Size: 37 KB

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9. Procedure Documentation Requirements

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Size: 1 MB

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10. Process/Procedure Documentation

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Size: 109 KB

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11. Source Documentation Template

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Size: 424 KB

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What is a Procedure Documentation?

Procedure documentation or process documentation is an important discipline in business process management that includes the documentation of the detailed layout of a procedure, from its beginning to its end, to display how a process is properly executed or performed. Process roadmaps are commonly presented in process flow charts to give a clear and top-down view so team members and leaders can easily understand and visualize how the process should flow.

How to Create a Procedure Documentation

Procedure documentation is a method used to describe the step-by-step process of how to properly execute or perform a process from beginning to end. Processes or procedures can be documented with the use of policy templates, process checklists, tutorials, forms, and more. Businesses can also track their progress with performance evaluations and operational agility as they follow their procedure documentation. With this method, employees can also better understand the proper execution of their tasks and gain insight into both their successes and mistakes.

Step 1: Determine the Process and Scope of the Work

The first step to follow is deciding on which process to document. Identify the purpose of the procedure and its scope of work, including the reason and how it will benefit the company or organization. You also have to determine the desired outcome of the procedure and the necessary resources you’ll need to successfully execute each step.

Step 2: Outline the Steps

Collect all useful information relevant to the steps of the process and determine the factor that triggers the process to begin. After this, determine what happens next, who will be performing which, and how to tell when the process is done.

Step 3: Provide a Description of Each Person Involved in the Process

Determine each individual who will perform the tasks in the process and provide a definition of each of their roles and responsibilities. You also have to include and mention their job title instead of their names. Mention the exceptions and the steps to be performed to address them.

Step 4: Include Control Points

Determine the areas where possible risks can happen during the process and provide control points to enable the monitoring of the procedure. Provide appropriate measurements to determine its effectiveness and possible improvement. Make sure to review and test the procedures.

FAQs

What is the reason for documenting a process?

Companies perform process or procedure documentation to improve their processes, reduce confusion during the process, preserve the knowledge of the major processes in the company, and enable your company to perform business data analysis on the effectiveness of both old and new procedures.

What are the benefits of providing process documentation?

With process documentation, companies can eliminate errors due to a lack of communication, overlooked steps, and unclear objectives and outputs. The documentation also reduces busy workflows, simplifies the allocation of resources, and improves communication with the use of shared tools.

What are the tips when creating procedure documentation?

When you are creating your company’s procedure documentation, make sure that it is easy to search and access, easy to edit in case of changes in the management, be concise, and utilize visual process mapping.

Companies provide process documentation to ensure that their employees or team members are provided with detailed information and descriptions of how to properly execute their business processes. With this approach, companies can observe improvement in their policies and procedures, enable them to train their employees, preserve their company knowledge, and reduce the risks in their operations while maintaining their operational consistency.

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