Process Documentation

Institutional knowledge shouldn’t live in someone’s head, or scattered across old chat threads. This template helps you capture your processes in a way that’s actually usable: clear enough for new hires, detailed enough for edge cases, and structured enough to evolve as your team grows. Document each workflow step by step with ownership, tools, decision points, and common pitfalls. Include the “why” behind each step alongside the “what,” so people can make good judgment calls when the situation doesn’t perfectly fit the playbook. Good documentation is quietly one of the highest-impact things a growing team can build. This makes it less painful to start.