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Process Documentation Template for Excel, PDF

Make sure you're doing everything by the book with this process documentation template.

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    Available for Excel & PDF

    Template Highlights

    • Add the process name, when it was created, who owns the process, and its procedure number (if it has one)
    • Next, add some details about the process doc: its version number, who created it, when it was last updated and by whom
    • Describe the process, its purpose, who's involved, its scope and constraints, the necessary resources/materials, the process steps (e.g. its "flow"), the deliverables or results, any exceptions to the normal process, and any QA points or metrics
    • If you're using the Excel version of this template, you'll see another tab labelled "Process Flowchart." Use this tab to visually outline the process. There are six icons: start/end, step, arrows, decison points, input/output, and document. These icons will help you create a clear flow
    • Download it as a PDF or Excel file
    • Print it, email it, don't get carried away with it

    Frequently Asked Questions

    It's a flowchart that illustrates how someone should carry out a task or project. It's usually pretty detailed so that anyone can repeat the process without error.

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