Template

Process Documentation Template

by Ana Safarova, from the Community

Use this comprehensive Process Documentation Template to capture how work gets done from start to finish. Define the process objective and focus areas, identify key stakeholders with roles, and set boundaries and activities in scope. Document inputs, detailed steps with optional visual aids, and expected outputs. Plan for exceptions, approvals, and challenges, then establish a clear review and revision schedule with ownership and contact details.

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Process Documentation Template
This general process documentation template contains helpful instructions on what to put for each item to guide managers in documenting the process. With this template, you can do the following and more: (1) Define the process, project objective, process documentation goal, and focus areas, (2) Identify key stakeholders, assign their responsibilities, and get their contact numbers, (3) Describe process boundaries and list activities included in the process scope, (4) Add a visual aid to each process step and determine process inputs and outputs, and (5) Come up with a revision schedule before completing the process documentation.
by SafetyCulture
Downloads: 300+
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Template
Project Process Documentation Template
The project process documentation template is ideal for professionals in project-based businesses. Processes within the 5 process groups in project management (initiating, planning, execution, monitoring, and closing) can be accurately documented using this template. It enables you to identify, record, and describe the following: a) Process Owner, b) Process Boundaries, c) Process Inputs and Outputs, d) Process Activities and Tasks, and e) Process Steps.
by SafetyCulture
Downloads: 40+
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Template
Business Process Documentation Template
This business process documentation template helps managers comprehensively record the outline of a business process from beginning to end. Managers can add photos, notes, and actions to each template item. They can also do the following: (1) Specify the process owner or the person responsible for overseeing the process, (2) Add multiple process roles which include the person's title, name, and responsibility, (3) Determine the what, who, when, and how of each process step and include photos, and (4) Identify how exceptions will be detected, managed, and controlled or prevented.
by SafetyCulture
Downloads: 100+
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Template
SIPOC Template for Process Mapping
This SIPOC template helps teams quickly map a process from end to end by capturing its key elements suppliers, inputs, process steps, outputs, and customers. Use it to define scope, align cross functional stakeholders, and clarify who provides what at each stage. Ideal for Lean Six Sigma and continuous improvement, the template includes fields for title page details, site, date and time, officer in charge, and location, plus completion notes and recommendations. Apply it to any workflow to establish a shared understanding and a solid baseline for improvement.
by Daniel Polo, from the Community
Downloads: 10+
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