Determine which processes to start documenting first
New habits are hard to form, and knowing where to start can help you overcome procrastination and feeling overwhelmed. Determine the starting point that will make your documentation journey the most successful.
For a preview of the course content, read a blog on prioritization here.
Find the full 4-session course for 'How to Document Your Business Processes' here.
Documentation Course Curriculum
What people are saying about the full course:
"This course has really helped me start documenting processes within my business. It was difficult to know where to start, how to document and manage the change for the team. I now have one in place with 10 more to start! Jen knows her stuff and is a great trainer."
Amanda Kinbrum
Managing Director, Fresh B2B
Live course graduate
"This is a must-take course for anyone wanting to get better at 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 at AppOmni
Live course graduate
"This is a must-take for RevOps folks looking to grow their careers and/or learn some new best practices!"
Melissa McCready
GTM Ops & RevOps Consultant | Coach | Fractional Leadership - Navigate Consulting
Live course graduate
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About the instructor
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.
Learn about the live version of this course.
Who is this course for?
NOTE: This course is suitable for a range of experiences and does not dive into technical process levels or creating process maps
Founders & Business Owners
▪️ You want to delegate and easily train people to efficiently take over your work and run it reliably, reducing your workload and allowing you to take vacations and enjoy your life.
▪️ You want to ensure that crucial knowledge does not leave the company when team members exit.
▪️ You want your company to be more efficient and profitable.
▪️ You want to accurately forecast necessary resources & revenue as a result of repeatable, successful processes.
▪️ You want to improve your company culture through greater transparency, resulting in more employee retention and attracting better talent.
▪️ You are looking to sell your company, raise funding, or retire.
New department managers or a company's first hire
▪️ You want to help your current or future team to complete processes efficiently, effectively, and consistently.
▪️ You want to help train and onboard your team faster, helping them feel more confident and ramp up faster to working in their role.
▪️ You want your team to stop creating everything from scratch and recreating the wheel each time they repeat a process or task.
▪️ You don't have time to answer everyone's questions in real-time, the same questions over and over. Your time is better spent on more focused work to complete bigger goals.
▪️ You want to meet your goals faster and promote sooner, using that focused time that is now uninterrupted by questions or hand-holding for any repeatable processes.
Any operationally-minded team members
▪️ You want to be able to take time off without stress, and work fewer weekly hours.
▪️ You are tired of being tactical and reactive to tasks assigned to you or fires to fight, instead of spending your time on the strategic and proactive work that would achieve your goals such as promotion.
▪️ You are wearing too many hats and want to save your brain power for new building and improving work, instead of using brain power to remember how to complete repetitive processes.
▪️ You don't want to worry about missing any steps in the process or making any errors.
Marketing operations, RevOps, and other ops team members often find this course valuable, though many people in many companies are doing operations work without operations titles!
