How To Write A Process: Thirteen Steps To Eclipse Your Competition Process Street Checklist, Workflow And Sop Software

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Knowing a way to write a technique is a key ability for anybody looking to construct a successful business. Procedures are crucial to constant fulfillment for a few of the equal motives that strategies are critical – they let you reliably repeat your successes, isolate and correct your mistakes, and create a business model that lets you scale your operations.

If you don’t realize how to write a method you then’re lifeless within the water. Get it right, and the ensuing performance boosts can positioned you heading in the right direction to eclipse your competitors.

This Process Street publish will cover the following subjects that will help you write powerful techniques:

  • What is a procedure?
  • Why are procedures critical?
  • Preparing to put in writing your processes
  • How to write down an powerful procedure
  • How to write down an powerful procedure

Read on to research the thirteen steps to writing your commercial enterprise’ procedures efficaciously, in a way that they’ll really be accompanied as a substitute of getting examine once after which forgotten.

What is a process?

The idea of what a procedure is, adjustments relying on who you ask. To many, a system is a set of distinctive commands that tell the reader how to complete a mission. Others keep in mind guidelines and processes to be interchangeable phrases, meaning a listing of obligations to complete a aim, whether or not the ones are detailed, easy, in a basic listing, or set out as a flowchart.

For the sake of simplicity, I’ll facet with the bulk and say that a “system” is a list of detailed instructions for finishing a given objective.

A fashionable running procedure (SOP) is a prefect example of a procedure; a SOP offers distinct commands on how to perform a recurring commercial enterprise pastime.


Check out this Standard Operating Procedure Template that the group at Process Street created to make constructing, implementing, and following SOPs simpler.

To get this Standard Operating Procedure Template, log into your account and add it to your dashboard. If you’re now not yet a Process Street person, sign on for a free trial.

Anyway, let’s get again to setting up what a process is.

So, as we’ve established, procedures are essentially a list of responsibilities or steps that need to be labored thru to achieve a selected goal or goal. However, it’s not to say that tactics can’t additionally be known as “techniques” although.

Policies overlap with strategies, and procedures may be extraordinarily similar to procedures. Hell, when you have a terrific piece of method documentation software then they could often be combined, with a fundamental task listing to show the overall workflow and distinct commands to supplement each mission.

So, again, permit’s make it clean to comply with.

A manner is a listing of detailed instructions to attain any given objective. These instructions continue to be consistent from one challenge that makes use of them to the subsequent, however they can be tweaked and progressed if the process itself is in the back of beneath-overall performance.

Why are approaches vital?

Procedures are important for most of the equal motives as techniques – with system compliance, you consistently carry out responsibilities, restrict human error, and make it easy for more recent group members to complete their work to the same accuracy (if now not popular) as veterans.

To write a top process you need to scrutinize it earlier than you gift it. Check out this episode of our podcast Tech Out Loud to learn how Noah Kagan went approximately growing his eight parent enterprise:

Tech Out Loud is the handiest podcast that brings you the maximum impactful weblog posts from the biggest names in tech, straight to your ears.

You can also concentrate to this podcast on other systems. Click to look the whole listing! If you enjoyed this podcast, subscribe for a new episode each week.

The Toyota example

Take Toyota, for instance. Between 1948 and the mid-Sixties, they added incremental modifications to their enterprise model, first specializing in physical productiveness and then extending that to their production. The result can be visible in them dwarfing their Western competition inside the following years.


Toyota was capable of produce 3 instances greater cars on average than its Western counterparts, and it become all all the way down to a scientific development of its procedures and techniques. In different phrases, this large achievement wouldn’t have been viable with out documented tactics to improve.

In reality, with out strategies to constantly execute a venture via a set list of items, any type of large-scale fulfillment wouldn’t be viable inside the first area. In order to scale you need to be consistently successful, and feature a persistent level of satisfactory in your merchandise, be that cars or software.

Without methods, you’re counting on the reminiscence (and motivation) of anyone worried to get matters executed proper. Sooner or later disaster will strike.

Documented strategies also can help you enhance your enterprise model incrementally through systems like Lean, Six Sigma, and Visual Process Innovation, and without problems become aware of what the reason of any given trouble is probably. If a particular procedure is generating troubles, then you definately recognise what to improve. Without them, you might in no way be capable of pinpoint your mistake and are consequently certain to copy it.


Preparing to write down your approaches

When writing your procedures you can’t just dive directly in and document the first factor that involves thoughts. Doing so won’t help you, nor all people else concerned within the process – there’s no motive for all and sundry to peer the importance in it, and so it is going to be disregarded.

Instead, you want to begin by making ready in your system. This is carried out through:

  • Deciding on a platform
  • Setting a constant format
  • Choosing the technique to file

Remember that you’re not writing your method, however as a substitute laying the muse for its success. It may additionally look like a number of work earlier than we’ve even put pen to paper, but the platform and layout you operate want best be set once – in case you document more than one procedure (that you should) then you could pass instantly to choosing which system you’re putting in.

Decide on a platform

The platform you save your approaches in will dictate everything from the format you use to the detail you may pass into. It may even have an effect on how lengthy you can use them for earlier than they end up redundant and how difficult they will be to replace, so don’t make this choice lightly.

You have a few alternatives to select from:

  • Pen and paper
  • General record software (Office 365, and so on)
  • Process documentation software program (Process Street, and so forth)


The choice between pen and paper and going digital with your processes is a easy one; if you have any desire to grow your business or to reliably mirror your achievement, you need to move virtual.

The physical hindrance of desiring new paper each time you use your methods, at the side of the awkwardness of bodily submitting finished times away, let alone locating them again or trying to replace your method method that most effective the smallest of casual processes work on paper. Even then, there’s no gain to it aside from the initial comfort of writing it for the first time without a pc.

Process documentation software program is the satisfactory manner to log your approaches via far, however the preference is now which one to apply. Many default to Microsoft Word due to its familiarity, however it falls quick in a few of the identical locations as pen and paper.

Word isn’t constructed for methods, and so whatever past simple text turns into an unwieldy mess of a record. Not to mention which you have the same problem of cluttering your physical area if you shop published copies, and cluttering your pc in case you save virtual documents.

Software like Process Street is constructed in your processes.

Process Street is wonderful-powered checklists.

It’s contemporary enterprise technique management (BPM) software program that allows you to file all of your approaches into templates. You can then run character checklists from the ones templates, whenever you need to observe a manner. These actionable checklists, can help you work via your responsibilities and report your development as you move.

Watch this quick introductory approximately Process Street.

Everything is stored on our servers, that means that you aren’t compelled to litter up your very own virtual or physical area. Downloading and printing copies of your strategies is still an option if you choose that, even though.

Processes and processes are combined into assignment lists that assist you to quickly evaluation the method and additionally supply exact instructions for every challenge.

These targeted commands can be supported with snap shots, motion pictures, documents, and the following unique functions as a way to make your procedures beneficial and less complicated to understand:

  • Stop obligations
  • Dynamic due dates
  • Task permissions
  • Conditional good judgment
  • Approval duties
  • Embed widget
  • Role assignments

Team participants can be assigned to approaches and/or man or woman duties for better delegation and accountability, at the same time as the tick list dashboard lets you effortlessly see the progress of every tick list run from a procedure.

What’s even higher about Process Street is that it can connect with lots of apps thru Zapier, webhooks, or API integration. This approach you may automate huge sections of your techniques and methods, to hurry matters up and hold it lean.

Watch this webinar about automation for extra information on a way to automate your procedures and tactics:

Make positive your format is regular

You need to have a consistent layout over your approaches, as this may make them simpler to navigate and spot at a glance whether the procedure has been updated recently. They could even receive variations on the same format relying at the team, to be able to differentiate among your numerous processes at a look.

It might sound weird, however a regular fashion may even play into your enterprise culture, as it could assist to shape an identity for those who often use it.

Although the layout will ultimately depend on the format you’ve selected on your tactics, you’ll want to as a minimum solution the following questions in a briefing document earlier than persevering with:

  • Do you need a cover or contents page? (This is better for prolonged tactics, specifically in case you’re the use of bodily copies)
  • Where will you state the required sources and/or information for the method?
  • Will you listing relevant records? (Highly recommended for all procedures)
  • Where will relevant statistics be saved? (In a page on the cease, during in footnotes, and so forth)
  • Will you operate photos, videos, and different documents, or will it’s undeniable textual content?
  • How often will helping objects (pics, documents, and so on) be used?
  • Are you consisting of the entirety required within the procedure or linking elsewhere?
  • Do you have got a fixed coloration scheme?
  • Where will you locate branding elements?
  • What tone will you operate?

The solution to any of those questions doesn’t keep a good deal sway on its very own, but so long as they remain regular you’ll discover it lots simpler to navigate your approaches later down the line, and have a feel of concord on your files.

For instance, test the below inner methods that we use to onboard new employees and teach our customer support group. You’ll see that each have a regular layout and fashion.

Employee Onboarding Checklist

Click here to get entry to the Employee Onboarding Checklist!

Customer Service Training Checklist

Click here to access the Customer Service Training Checklist!

Choose your system

This step is easy – you need to choose the method you’re going to jot down.

There isn’t tons to say here other than first of all the best priority system that hasn’t been written but. Do this by assessing the importance of your various processes and the instantaneous effect of documenting every. If you find one which is each crucial and could provide a right away performance enhance for standardizing, that’s the only you ought to write.

How to jot down an powerful process

Now we’re stepping into the beef of the topic – gaining knowledge of the way to write a system. Any of you who’ve examine our different posts on documenting processes and recording trendy working procedures will know a great deal of this already, but to summarize you need to:

  • Meet with the groups responsible for the process
  • Start with a short creation
  • Make a listing of required assets
  • Document the modern system
  • Add helping media
  • Include any applicable resources
  • Check the technique is correct
  • Test in a managed surroundings
  • Make enhancements if vital
  • Deploy

Let’s dive right in.

Meet with the crew(s) liable for the method

First up, you need to meet with the crew(s) accountable for wearing out the technique. If viable you must set up to meet up with anybody without delay so you don’t have to repeat your self (or at the least attempt to meet with all the senior participants). The concept right here is to make sure which you have masses of critiques on what the technique is and how to enhance it, all whilst creating a experience of ownership and demonstrating its importance.


These are the folks who will carry out the method once it’s documented in any case – if you win them over this early, you’re all however guaranteed to have them really stick to it in exercise.

At the very least you need to cover the following all through the assembly (attempt chatting a bit earlier than diving proper in although, as this could help set a collaborative experience):

  • Identify the reason of the process (inputs, outputs, and dreams)
  • Define a set begin and end point
  • Identify your target market
  • Agree on the level of detail required
  • Talk through the simple steps and ideas
  • Check that you recognise how the procedure need to be performed, and how it’s miles absolutely completed presently

If more than one teams are required, you could either meet with them to make certain that everybody’s on the same web page or meet one by one to move virtually in-depth. Be sure to take lots of notes or report the meeting so that you can overview it later in case you pass over (or forget about) something.

You additionally have options going forwards; you could go off with this facts and write the manner for your very own or continue to work with the relevant team(s) to collaboratively report it. I’d endorse the latter if you may line up your schedules to accomplish that, as this could make the team(s) sense like they’re co-authoring the technique, which in turn ought to help them to sell any modifications and make it need to be triumphant.

If you need a bit help selecting the great video conferencing app on the market, take a look at out the desk underneath to see how they degree up.


If working with them isn’t feasible because of time or time table constraints, don’t fear. Instead, simply cross in advance and paintings via the following steps yourself, then join up with the crew once more once you want to check that the manner is correct.

Start with a short advent

We’re sooner or later getting to the writing! As with almost any form of content material, but, you need first of all a bang on your creation.

Note the target market, what the method is designed to do, who will do it, and why it’s critical (generally via the context of how suits with the rest of the organization). If viable, strive up to now your method too, as this can avoid any capability confusion as to what model of the manner your team is using.

You don’t need to include and fancy examples to lower back up your claims or make the process thrilling, however it will likely be a good deal better if you may. The greater exciting and engaging the technique is, the much more likely your group will stick with it as opposed to slicing corners.

Make a list of required resources

Next up is the listing of assets for the process. Think of this as your aspect list – the sources and knowledge a person will need in an effort to paintings through the technique.

The fine manner to get this right is to recollect both what you will need to complete the manner, and what knowledge and revel in you have got that the regular intended audience lacks. Remember to encompass gear, passwords, keycodes, era, physical items (pen, paper, etc), and some thing else that is probably required.

Document the modern-day process in a primary venture list


It’s finally time to get to writing your method. Using the platform and layout you’ve decided on plus the notes out of your assembly with the team who currently plays the manner, write out the stairs to finish the manner in a easy venture list. Don’t fear about including photographs, motion pictures, or helping documents for now – simply consciousness on getting the textual content and instructions proper.

Break the manner down into a venture listing wherein every object is a single, clear education. For example, in case you’re documenting an editing checklist, in place of “proofread the post” have separate tasks for “take a look at spelling”, “test grammar”, “test that it makes sense”, and so on.

The trick here isn’t always going into a lot detail that you bore the reader to dying. Make sure that they can recognize everything they need to realize so as to finish the process at a glance, instead of making them work to get the records they need.

For instance, we do this by having a undertaking listing containing one-sentence summaries of every assignment, all of which start with an action term, like “write” or “talk”. Then, whilst you click on any of these tasks, an outline seems telling us how to finish the task while final as quick as possible.

Add assisting media

Adding other varieties of media for your procedure is a high-quality way to more easily provide an explanation for what wishes to be achieved and keep your reader interested (making them greater inclined to comply with the approach intently). Giving your crew 20 obligations of block text is all but assured to lead them to want to reduce corners, but by means of limiting the textual content to important items and using snap shots, movies, and different files to back up your point you’ll get a miles greater share of them to paste to what you inform them.

It can also be a great deal easier to expose what desires to be done in an picture or video in preference to looking to type out instructions – a 30 2d screencast can give an explanation for what to do by using displaying the audience, in place of spending 500+ phrases and multiple screenshots trying to describe it.


The same goes for helping files, together with forms that need to be finished. If you connect them to a venture prepared to move, you’re some distance much more likely to have people keep on with your process and entire it completely instead of slicing corners and skipping instantly to the next step.

Include any applicable resources

Whether you list similarly studying for one or greater of the topics you’ve blanketed (ebooks, useful articles, etc) otherwise you be aware the sources you got your information from, it’s a very good idea to include any applicable assets at the stop of your manner. That way any curious birthday celebration can move further and enhance their abilities if they want to.

I’d additionally advocate you encompass hyperlinks for your different related procedures so that everybody can easily navigate your corporation’s infrastructure. That way if someone can’t discover the manner they’re searching out (or forget about where it’s far), they can locate it via any of your other related procedures.

Check that the manner is accurate

It might be incredible if you can learn how to write a method, create it perfectly to your first strive, and have everyone use it without fail. Unfortunately, irrespective of how good the process you write is, if you don’t thing in how each person presently works you’ll never get them to adapt to the brand new technique.

Next, you want to check that the procedure you have got documented is accurate for the way it is presently carried out – you’ll be able to shop some time if you’ve accomplished all the steps to this point whilst in conferences with the team who bring it out.


Check with the crew that the stairs you’ve documented cowl the method in its cutting-edge kingdom (no longer an idealized one – it desires to be accurate, no longer remarkable). Once you’ve carried out that you can circulate on to checking out the process to make doubly certain that no steps were forgotten.

Test it in a managed surroundings

Now it’s time to check your technique to triple test that nothing has been neglected. As a bonus, those checks should additionally spotlight whether the manner you’re presently using is adequate, or whether the procedure itself needs tweaking (in place of just making sure absolutely everyone sticks to it).

Take the inputs, outputs, and purpose that you recognized while making ready, then degree the performance of your system while followed to the letter. Depending on how complicated the process is you could need a separate fulfillment metric past whether or not each undertaking was finished, so don’t forget the usage of a key performance indicator (KPI) not unusual to the method you’re sporting out.

In different words, appearance beyond whether each assignment was finished. If you had been sending an e-mail with a call to motion, test how a success that CTA changed into. If the technique was processing an order, take a look at the accuracy of the facts produced, how quickly it turned into finished, and what kind of time (and manpower) it took to achieve this.

Make any improvements if required

The results of your assessments should have highlighted whether your procedure is right to installation or in case you want to make some enhancements. If the latter, you want to draft out those enhancements now to make the most of the momentum you have.

This might sound a little daunting, but don’t worry too much – in case you thoroughly tested your procedure then you ought to be able to use the consequences amassed to tell what desires improving, and where the ones improvements could be high-quality to make.

If you’re now not certain in which to start though, use this Process for Optimizing a Process tick list:

Click here to get entry to The Process for Optimizing a Process!

Either manner, make certain which you meet with the crew who can be sporting out the method (again), and together try and come up with enhancements you can make to appreciably improve your effects. Remember that even small will increase in performance can make a huge distinction through the years, so be sure to offer it your all.

If you turn out to be making any adjustments, be sure to re-check the method and degree the consequences anew, then repeat until you’re glad with the outcome.

Deploy it

Now all that’s left to do is to install the manner and release it to the groups who could be using it from this point onwards. There’s not a whole lot to say for this step, aside from this ought to be an awful lot easier if you’ve been carefully operating with either the team who may be using it or the senior group of workers at the least.

If you’ve in large part labored to your very own up to this point, now could be your final chance – you need to meet up with the applicable group. Go thru the antique method, explain why it wasn’t working (using the records from your tests), and get them on board with the upgrades you’ve made, along with the method for finishing and tracking the newly written procedure.

Without any form of context, all of your work will go to waste. Everyone involved with this procedure in exercise needs to recognize and believe why it’s important, and why any modifications needed to be made.

Practice makes ideal

If you managed to do all of this then congratulations – you’re for your manner to the identical sort of efficiency spike which Toyota become a weapon to eclipse their competition. Now you just want to make sure that everybody sticks to the method, and any issues are handled as they come.

Other than that, now which you realize a way to write a procedure, it’s time to move on and record the next most vital technique in your business enterprise. Before you realize it you’ll have a comprehensive framework for the whole thing you do, making your entire enterprise greater steady, green, and particularly scaleable.

If you’re eager to find out more about how to write tactics, check out those related articles:

Articles regarding how to write a method

  • Ultimate SOP Guide: Standard Operating Procedures Made Easy (Free Templates!)
  • Simple SOP Format Guide: How to Write Standard Operating Procedures
  • Audit Procedures: A Quick Tour with 19 (Free) Templates
  • How to Implement Effective Inventory Management Procedures
  • Why You Need to Document Your Processes and Procedures (and How to Do It)
  • What Are SOPs & How Do You Write Good Ones?
  • The Benefits of Standard Procedures with Tony Brown
  • The ABC’s of Documenting Standard Operating Procedures — and Why Your Business Can’t Afford Not To

How do you write and save your processes? Have any questions or reservations approximately the complete process? I’d like to listen from you inside the remarks underneath.

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