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Documentation Writing Workshop Workbook

PDF and Google Doc template

Workbook from my workshop, How to write a clear process anyone can follow.

Includes a template for writing business process documentation so it has the information you and your team need to learn and repeat work efficiently and effectively, as well as tips and space to write your process steps, create a documentation naming convention, and add visuals to your instructions.

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.

Workbook includes:

  • 14 pages
  • Instructions
  • Advice and worksheet to write process steps
  • Advice and worksheet to create a naming convention
  • The template for writing each piece of documentation, and a link to a completed example of documentation using the template.
  • Advice and a worksheet to add visuals to your documentation

It is available in PDF and Google Doc formats.


NOTE: This workbook is included in the full documentation course workbook.


Buy the workbook: $15

Help yourself and your team write helpful and standardized process documentation. Encourage user adoption by:

  • Making it easy for users to find articles (naming conventions) and find information inside different articles (structure), so they know where to look
  • Removing barriers to documentation creation by giving people a template to fill out, instead of having them start with a fear of the blank page (leading to procrastination)
  • Giving everyone all the information they need, such as when the article was last updated and who updated it, so they know it is the current process or who to ask 
  • Including visuals/multimedia in your documentation to encourage the use from people who learn from different methods


Read more about prioritizing, writing, systemizing, and creating a culture of documentation in this guide.