Workbook from the course, How and Why to Document Your Business Processes

This workbook includes templates for prioritizing, writing, creating a system to keep documentation in use and updated, and building a culture of documentation.

Though you'll see mentions of class timing in the workbook, if you'd rather do this work on your own instead of taking a class, this workbook has enough instructions to guide your documentation journey.

The workbook is a fillable PDF, which includes a link to the Google Doc version of it.

You can see the included templates in the video below.

You may want to first download the free template for starting to prioritize your documentation. This is the prep work for this course or workbook.

Watch a video walkthrough of the workbook pages

Click here to watch a video walkthrough of the documentation course workbook.

Purchase the Workbook

About the 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 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 workbook