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Documentation Course Workbook

PDF and Google Doc template

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

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 be useful in guiding your documentation journey.

You can see the included templates in the video.

You may want to first download the free template for starting prioritizing, which is the prep work before beginning this course or workbook. A link to the Google Doc version of this prep work is also included in the workbook.

Workbook includes:

  • Over 30 pages
  • Instructions
  • Advice and worksheets for prioritizing, writing, creating a system for yourself and team members, and building a culture of documentation
  • Template for writing documentation

It is available in PDF and Google Doc formats.

The workbook also includes a coupon code for $50 off the course. 


Buy the workbook: $50

Help yourself and your team experience the benefits of documentation:

  • Reducing stress of team members, the strain on your brain to remember how to do everything (especially if you’re “doing more with less,” a common theme in businesses right now)
  • See, agree on, and improve processes
  • Efficiently iterate and experiment
  • Improve employee onboarding 
  • Attract and retain more talent, the ultimate result of building and maintaining this culture


Learn more about business process documentation in this guide.