Download the 3-Step Process Documenter
Make your core processes clear, simple, and easy to find.
The 3-Step Process Documenter helps you identify the processes that matter most, simplify their major steps, and organize them so your people can use them.
Give People a Clear Way to Do the Work
The 3-Step Process Documenter helps you capture how important work should be done without documenting every detail.
You can create agreement around your core processes, make the major steps easier to understand, and give people a reliable place to find them.
Get Started With the 3-Step Process Documenter
Start by agreeing on the handful of core processes that make your business work.
Document and simplify the major steps of each process, then package them into a single, organized collection that your people can easily find and use.
Frequently Asked Questions
What are the three steps in the 3-Step Process Documenter?
The three steps in the 3-Step Process Documenter are Identify, Document and Simplify, and Package.
You first identify your core processes, then clearly capture the major steps, and finally organize the finished processes so your people can find and use them.
How much detail should we include in a documented core process?
A documented core process should include enough detail for people to understand the major steps without making it a lengthy manual.
The 20/80 approach helps you focus on the few steps that drive most of the results.
What happens after the core processes are documented?
After your core processes are documented, the next job is getting them Followed By All.
That means teaching the processes, reinforcing expectations, measuring performance, and keeping the processes current as the business changes.
Who should document each core process?
The person accountable for a core process should drive its documentation.
Once the process is documented and simplified, the leadership team should align on how the work is expected to get done.
Where should documented core processes live?
Documented core processes should live somewhere your people can easily find and use them.
The exact system matters less than ensuring the processes are organized, accessible, and easy to reference when someone needs them.
Is the 3-Step Process Documenter free?
The 3-Step Process Documenter is free to download.
Complete the form to get the tool at no cost.
Make Your Way of Doing Business Repeatable