A simple, baseline structure and template for business process documentation and organization. If you need any suggestions around tools, let me know. The full article also has process inventory and input templates.

1. PROCESS
DOCUMENTATION
TEMPLATE
Terms and Conditions: By copying and modifying this document, you agree that it will be used for your internal use and not for resale or consulting
purposes.

2. PROCESS
DOCUMENT:
APPROACH
SUMMARY
•
•
•
•
•
•
•
•
•
•
More detail at: Process
Documentation - Protecting the
Lifeline of Your Business Operations

3. PROCESS
DOCUMENT:
CURRENT
PROCESS
INVENTORY
PROCESS NAME CLASSIFICATION DOCUMENTED VALIDATED
More detail at: Process
Documentation - Protecting the
Lifeline of Your Business Operations

4. PROCESS DOCUMENTATION
INPUT TEMPLATE
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5. FUNCTION 1
PROCESS
DOCUMENTATION
(COVER PAGE TEMPLATE)
Terms and Conditions: By copying and modifying this document, you agree that it will be used for your internal use and not for resale or consulting
purposes.

6. PROCESS
DOCUMENT:
TABLE OF
CONTENTS
FUNCTION 1 PROCESS
Process Name
Summary ……………………….……………...5
Swimlanes……………………………………...6
Templates……………………………………..10
Process Name
Summary ……………………….…………….18
Swimlanes…………………………………….19
Templates……………………………………..20
Process Name
Summary ……………………….…………….21
Swimlanes…………………………………….22
Templates……………………………………..23
Process Name
Summary ……………………….…………….24
Swimlanes…………………………………….25
Templates……………………………………..26
Process Name
Summary ……………………….…………….28
Swimlanes…………………………………….29
Templates……………………………………..30
When the final document is
produced each of these items
within the Table of Contents will
have a clickable link to the topic you
want to view.
More detail at: Process
Documentation - Protecting the
Lifeline of Your Business Operations

7. PROCESS
DOCUMENT:
FUNCTION 1
EXECUTIVE
SUMMARY
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►
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If there are any gaps or
recommendations they will be listed
on the Executive Summary for each
process. If an Executive Summary is
NOT provided the process is fully
aligned within all of the areas.More detail at: Process
Documentation - Protecting the
Lifeline of Your Business Operations

8. FUNCTION 1
Process 1
Each process will have a swimlane.
If there is more than one swimlane,
the process is not aligned within the
areas.
The left-hand column represents
any systems, technology or
headcount this process could
“touch.”

9. FUNCTION 1
Process 1
Business Process –
What is the business process you are defining?
Example: Shift Bid
Purpose –
What is the end-goal of this process?
Example: Completed and consistent shift bid for all frontline
employees
Author –
Name of person inputting this process
Example: Your Name
SECTION 1
SECTION 2

10. NEXT STEPS
(COVER PAGE TEMPLATE)
Terms and Conditions: By copying and modifying this document, you agree that it will be used for your internal use and not for resale or consulting
purposes.

11. PROCESS
DOCUMENT:
SUMMARY OF NEXT
STEPS,
RECOMMENDATION
S OR ACTION ITEMS
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►
Use this section to document
recommendations, next steps,
action items or leverage it as a
changelog.
More detail at: Process
Documentation - Protecting the
Lifeline of Your Business Operations

12. MORE INFORMATION &
CONTACTS
CONNECT WITH
KRIS:
> Kris Fannin Intelivate
> Kris Fannin Twitter
> Business & Career
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