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How and Why to Document Your Business Processes (full 4-session course)
Introduction
Introduction to the course (6:32)
About Jen
Prep work
Optional: Workbook
Assessment: Starting point
Determine which processes to start documenting first
Session 1: Prioritization: Determine which processes to start documenting first (21:22)
Work: Start prioritizing
Knowledge Check
Session survey
Write a clear process anyone can follow
Session 2.1: Writing the Steps (14:43)
Work: Writing the steps
Work: Peer testing of steps
Session 2.2: Naming, Structure, Visuals (37:22)
Work: Creating a naming convention
Work: Adding structure
Work: Adding Visuals
Work: Peer testing of entire document
Knowledge Check
Session survey
Create a system to keep documentation in use and updated
Session 3.1: Creating a personal system (25:06)
Work: Planning your personal system
Session 3.2: Adding people to your system (roles) (19:39)
Work: Plan how to add people to your system
Session 3.3: Improving an existing system (9:24)
Work: Improving an existing system
Knowledge Check
Session survey
Overcoming objections & building a culture of documentation
Session 4.1: Overcoming objections (20:22)
Work: Role play to overcome objections
Session 4.2: Create a culture of documentation (14:30)
Work: Decide how to start creating your documentation culture
Knowledge Check
Session Survey
Conclusion
Conclusion video (2:07)
Final test
After-class assessment and survey
Recommended next steps
Teach online with
Session 2.1: Writing the Steps
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