Template for Documenting a Business Process

Instructions:  Use this template to guide the task of writing a business process and any related policies.

1. Name of the Process ____________________________

(Tip: Include a verb in the heading to improve clarity).

2. Purpose of the Process

(In 1 to 2 sentences (but no more than 2), explain the purpose of the procedure.  When explaining the purpose of the procedure, try to avoid using any of the terms used in the heading for the procedure (just as you would do when defining a term).

____________________________________________

____________________________________________

____________________________________________

3. If needed, present the policy that guides the procedure.

A policy follows this format:

a. States the purpose in 1 or 2 sentences.

b. States the rule to follow, in 1 or 2 sentences.

c. States to whom the policy applies. This is usually written as “This policy applies to …” then states the job titles or classes of individuals to whom it applies.

d. States who administers the policy.   Only mention job titles, do not use the names of individuals.

e. Explains how to handle known conflicts or problems that might arise.

____________________________________________

____________________________________________

____________________________________________

____________________________________________

____________________________________________

____________________________________________

4. Provide step-by-step instructions for implementing the procedure.  The instructions not only say what to do, but also explain who performs the task.  This indication of responsibility clarifies responsibilities in business processes that involve more than one department or organization.If work must be transferred from one individual or department, the procedure also provides quality criteria for the work.

1.  ____________________________________________

2.  __________________________________________

n.  __________________________________________

5. Explain how to handle known issues, such as exceptions to the policy and problems that could arise during the procedure.

Known issue 1: __________________________________

Known issue 2: __________________________________

Known issue n: __________________________________

6. Name related procedures:

1.  ____________________________________________

2.  __________________________________________

n.  __________________________________________

© Copyright 2012. Saul Carliner. All rights reserved. If sharing or excerpting, should be properly cited.

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About idmodelsandprocesses

Exploring, reporting, teaching, and advising on learning and communication for the workplace and consumers. saulcarliner.wordpress.com
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