This document provides a comprehensive guide on creating a process guide, also known as a process document. The guide is a step-by-step manual that outlines how to carry out a specific task in a company. It may detail precisely how to move a piece of data from legacy servers to the cloud, for instance, and can be presented as a rule, a guide, or a flowchart. The process guide is an essential tool for any organization that aims to streamline processes, eliminate unnecessary steps, and ensure that the process aligns with the overall business strategy.
To begin documenting a process, the first step is to identify it and give it a clear name and objective. The guide then proceeds to illustrate how to place boundaries and document the starting and ending points of the process. It helps to identify what triggers the process to begin and how you can determine when it is complete. For example, the process might start when you realize that your app's home screen looks outdated and end when the updated version has been sent to all customers.
The expected outcome of the process is another aspect that the guide explains. The expected outcome could be something like "The finalized app is released to end-users" or "The software update is pushed to all registered users without any issues." After identifying the expected outcome, it is essential to take note of the necessary materials and equipment needed to complete the process. This may range from simple assembly lines and robotic assistants to complex legacy servers, private clouds, and multiple platforms.
The guide then walks you through the process, and while it's helpful to brainstorm how a process might work, it's even better to perform the entire process from start to finish. It's important to keep in mind that if a button isn't included in the wireframe, engineering won't build it! The individuals responsible for completing the process are then listed, which typically includes only those who perform the task, but you may also note who the decision makers are for that process.
The guide concludes by emphasizing the importance of utilizing a process documentation system, where all notes are copied with care. This will ensure that all details are reviewed to ensure that nothing has been missed.