Template for Documenting Procedures
With this template, you can document procedures in Microsoft Word and then upload the procedure to SweetProcess.
Or you can just use it as a standalone template. As you read the steps below you’ll learn more about what this template can do, and also what SweetProcess can help you with documenting your systems.
1This is Step 1
This is where you put the instructions related to the first step of some workflow or procedure. Just so you know, the definition of a “procedure” is a step-by-step workflow. You could call it a “process” but the proper definition of a process is that it’s a group of related procedures.
2Insert Step Title Here
And whatever you need to say about step #2 goes here. Remember, whenever you see a list of numbered steps you’re looking at a procedure. As opposed to a policy which looks like this.
3Insert Step Title Here
If you want to, you can insert bullet points lists like this
- Bullet #1
- Bullet #2
- Bullet #3
4Insert Step Title Here
You can also insert numbered lists like this
- Thing #1
- Thing #2
- Thing #3
5Insert Step Title Here
Being able to explain things with screenshots is very helpful. And with SweetProcess you can insert a screenshot like this
6Insert Step Title Here
The thing to realize is that it’s important to break things down as much as possible, especially for important steps that might be misunderstood by someone doing it for the first time.
7Insert Step Title Here
Most procedures don’t need more than a few steps, and if so that’s fine. Even if it only has two or three steps, you should still document it. But, if you get to needing seven steps then obviously it needs to be documented carefully using text, bullet points, numbered lists, screenshots, or even video.
8Insert Step Title Here
SweetProcess lets you embed videos if they’re hosted elsewhere. If you want to upload it to SweetProcess then the video needs to be no more than 52 MBs. That’s not going to let you upload many videos, so don’t plan on using SweetProcess to host your videos.
10Download the Word TemplateIf you want to use the word template that this procedure is created with, click the link below.
11Learn More About Systematizing Your Practice