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How and Why to Document Your Business Processes (full 4-session course)

Set up the documentation for your role, team, or company in order to grow and scale faster with less stress

Jen Bergren

Jen Bergren

$150

Full course workbook for How and Why to Document Your Business Processes

PDF and Google Doc template. (The Google Doc link is inside the PDF.) Workbook from the course, How and Why to Document Your Business Processes Includes templates for prioritizing, writing, creating a system to keep documentation in use and updated, and building a culture of documentation. See a video walk-through here: https://www.youtube.com/watch?v=ApZocoPtI0M

Jen Bergren

Jen Bergren

$50

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Instructor and creator

Jen Bergren, Operations Educator

Jen's work includes building and documenting plans, processes, and programs that have generated up to 50% of revenue, such as a knowledge management program (wiki), a comprehensive employee onboarding program, and a referral partner program for Remotish, a HubSpot RevOps agency where she started as employee ~1 and held many roles across the business, most recently as Sr. Operations Manager. She earned the 2022 Heroes of RevOps award from Revenue.io. She is a course creator and instructor for the new RevOps bootcamp from HubSpot Academy. She was a guest professor for the HubSpot Revenue Operations certification, a RevOps correspondent at INBOUND2021 & 22, a speaker at HubSpot’s 2022 World Certification Week, and a panelist on the INBOUND After Hours show and the MoPros Career Fair. Jen is writing a book about RevOps, to combine her love of research, writing, and lifelong learning. Learn more about Jen.

jen bergren documentation class workbook templates

What course + workbook graduates are saying:

Kristen kelly
"While it's no surprise that a documentation course is so well-documented, the syllabus, pre-work, and templates were all meticulously recorded and proactively distributed. This course is perfect for individuals or teams who are just getting started with documentation or need to get back to basics on optimizing / training. The individual work time and real-time feedback loops allow participants to walk away with usable foundation work, and the templates are turnkey for immediate use."

Kristen Kelly

Director of Agency Operations

Proofpoint Marketing
(Live workshop graduate)

Heather Robinette
 "This is a must-take course for anyone wanting to get better at the documentation or someone who wants to make documentation a priority at their organization. The course has a lot of great information, examples, and templates for you to leverage. This is a great course and I would highly recommend it to anyone." 

Heather Robinette

Sr. Revenue Operations Manager

AppOmni

(Live course graduate)

"Jen’s course is jam-packed with knowledge. I greatly appreciated learning how to discuss the value of documenting processes and getting buy-in from stakeholders when you need to start writing things down. Jen’s knowledge is top tier and her lectures, discussions, and templates are a great starting point for anyone wanting to document processes."

Abbey Gonka

Product Growth Operations Coordinator

Swing Education

(Live course graduate)