Process Documentation Template
Use this template to document any process in your organization. Fill out each section thoroughly for maximum clarity.
PROCESS OVERVIEW
Process Name: [Clear, descriptive name]
Process ID: [Optional unique identifier]
Version: [Version number and date]
Owner: [Person accountable for this process]
Purpose: [What outcome does this process achieve?]
Scope: [What is included and excluded from this process?]
TRIGGER
What starts this process?
Trigger details:
[Specific description of what initiates this process]
INPUTS
Required inputs:
| Input | Source | Format | How to obtain |
|-------|--------|--------|---------------|
| | | | |
| | | | |
| | | | |
Prerequisites:
STEPS
Step 1: [Step Name]
Actor: [Who performs this step]
System: [What tool/system is used]
Description:
[Detailed description of what to do]
Inputs for this step:
Outputs from this step:
Notes/Tips:
Step 2: [Step Name]
Actor: [Who performs this step]
System: [What tool/system is used]
Description:
[Detailed description of what to do]
Decision Point: [If applicable]
Step 3: [Step Name]
[Continue pattern for all steps]
OUTPUTS
Primary outputs:
| Output | Destination | Format | Timing |
|--------|-------------|--------|--------|
| | | | |
| | | | |
Success criteria:
EXCEPTION HANDLING
Exception 1: [Problem Description]
Detection: How do you know this happened?
Resolution: What do you do?
Escalation: Who do you contact if you can't resolve?
Exception 2: [Problem Description]
Detection:
Resolution:
Escalation:
General Escalation Path
TIMING
Typical duration: [X minutes/hours]
Best case: [X minutes/hours]
Worst case: [X minutes/hours]
Deadline/SLA: [If applicable]
RELATED PROCESSES
Upstream processes: (What feeds into this process?)
Downstream processes: (What does this process feed into?)
Related documentation:
TOOLS REQUIRED
| Tool | Purpose in Process | Access Link | Access Required |
|------|-------------------|-------------|-----------------|
| | | | |
| | | | |
REVISION HISTORY
| Version | Date | Author | Changes |
|---------|------|--------|---------|
| 1.0 | | | Initial version |
| | | | |
CHECKLIST FOR COMPLETION
Use this checklist each time you complete the process: