Resources
Resources
A curated collection of resources on topics such as:
- Documentation
- RevOps
- Employee Onboarding
- General Operations, Management, & more
- Roadmaps -- Strategy & Planning
- and more!
For a fresh list of links in your inbox every week -- sign up for my generalist newsletter.
Most of the content below is pulled from this newsletter.
Some of these links may be affiliate/referral links, where I earn a small commission from purchases.
Documentation
Classes:
- How to Build a Business Playbook -- Trainual
- Metrics-based Process Mapping -- TKMG Academy
- Creating and Implementing a Sales playbook that Sticks - Pavilion
- APQC Academy has many knowledge management and process improvement classes and certification
- Knowledge Management Institute offers several certifications
- Creating Flowcharts for Business on LinkedIn Learning
-
Open (product) Documentation Academy from Canonical
- See a variety of documentation/communication classes on Maven
Books
-
The Business Playbook: How to Document and Delegate What You Do So Your Company Can Grow Beyond You by Chris Ronzio
- Process! How Discipline and Consistency Will Set You and Your Business Free by Mike Paton and Lisa Gonzalez
- Free Time: Lose the Busywork, Love Your Business by Jenny Blake
Find book reviews for these and other books in the future on Medium
Videos (recorded webinars, podcasts, and more):
I have a YouTube playlist for documentation-related videos.
A few of them are my content, but most of them are resources from other experts, including:
- Operations masterclasses from Operations Nation and Qatalog, including knowledge management
- Tips for Effective Marketing Ops Documentation, Training, and Enablement -- The Revenue Growth Architects by CS2
- HUBSPOT PLAYBOOKS: WHAT THEY ARE AND HOW TO USE THEM -- HubHeroes
-
How to Write an Effective Standard Operating Procedure (SOP) -- Lisa Wells
- How to Create Exceptional Documentation -- HubSpot Admin HUG
- Caity Cronkhite discusses Making the Business Case for Documentation on a webinar for Good Words and shares a documentation impact calculator
- Aviv Bergman and Rosalyn Santa Elena discuss process optimization to navigate the Revenue Engine on The Revenue Engine podcast
- Layla Pomper at ProcessDriven shares How NOT to Write Standard Operating Procedures (SOPs)
-
Melanie Fellay shares 8 Easy Steps To Design an Effective [Documentation] Content Strategy in a webinar for Spekit
-
Nathan Resnick and Mary Beth Alexander discuss how to Transform Your Knowledge Base into a Valuable Customer Success Tool on the Caffinate CX show
-
Susan Fennema and Amber Kemmis discuss Using Teamwork to Document Processes at the Teamwork.com User Group
-
Liv Porter and Ashlee Dinsmore discuss Why My Dog Has More Followers Than Your Process! For S-Docs
- Effortless documentation from LucidChart
-
Layla Pomper and Adi Klevit discuss The Process Documentation Toolkit for Small Businesses on the Systems Simplified
- Giovanni Segar discusses documenting workflows, and general documentation best practices, in a webinar for NoCodeOps
-
Isaac Perdomo discusses process mapping in a webinar for NoCodeOps
-
Layla Pomper discusses How to Document Business Systems Faster for a ProcessDriven webinar
-
Crissy Saunders, Charlie Saunders, and Xander Broeffle discuss their Top 3 Tips for Creating RevOps Documentation on The Revenue Growth Architects podcast - 18 minutes
My own videos from speaking events are on this page.
Blogs, Articles, Posts, Guides
- First Round Review discusses: Investing in Internal Documentation: A Brick-by-Brick Guide for Startups
-
Justin Norris shares a post and video about documentation tips and why it’s critical
-
Caity Cronkhite shares how a company’s engineering organization was losing over $120 million dollars PER YEAR because those core tools and processes aren't documented
-
IT Glue shares a guide for writing standard operating procedures (SOPs)
-
Benjamin Hinson-Ekong writes about How to Build a Culture of Documentation
- Drew Evans writes about How Notion Marketing uses Notion
- Daphnée Laforest writes about how async is a culture shift (and it requires documentation)
- DevDocs writes about harnessing documentation as a powerful marketing tool
- Elisa Reggiardo asks: Do you really need a doc approval flow?
- Elisa Reggiardo at Slite writes about Unlocking Your Startup's Growth Potential with Knowledge Management
- Dave Nunez explains why it’s worth it to invest in internal docs
- Lauren Christiansen writes about nailing the basics of team knowledge management
- Anouk van Tuinen writes about how should you structure your knowledge base
- Keysa Yánez writes about feedback culture as a part of nature or something to nurture
- Trainual shares a guide for how to document a process
- Matt Stein writes about how good documentation is hard
- The Manual shares How to Craft the Best Knowledge Transfer Plan
- Josephine Conneely writes about how process impacts your culture
-
Dmitri Gaskin at Notion shares how Branch's living documentation system propels enterprise growth
-
Josephine Conneely writes about how process impacts your culture
-
Adi Klevit shares The Perfectionist’s Guide to Building Business Processes
-
Notion’s guide instructs how to keep knowledge documented and accessible
-
Jakub "Kuba" Grajcar shares 9 Quick Company Process Documentation Tips (feat. Hannah Shark)
-
Christopher Gwinn writes about The First Five SOPs To Document When Crafting Your Training Manual
-
Rebecca Nash shares how documenting processes brought peace of mind, trust, and clarity to the team
-
ZenPilot shares a process prioritization worksheet and video about it
-
Slite shares a guide for unlocking collective wisdom, knowledge management for startups
- Lisa Gonzalez shares 8 benefits of documenting processes
- Eli Zheleva shares how to clone HubSpot knowledge base articles
-
Tim Jordan writes about how to tackle a major knowledge base revamp
-
Arthur De Kimpe writes about Rethinking Your Data Platform Documentation So That People Actually Read It
-
Susan Fennema writes about Policy, Process, and Procedures
-
Jeff Cypher shares How to Create an Internal Wiki in ClickUp
- Divio writes about the documentation system
-
Whale blog shares 7 Ways to Strengthen Process (And Why You Shouldn’t Overlook It)
-
RevOps Co-op shares a blog and webinar recording about how to Revolutionize Sales Enablement with Real-Time Tips for Process Adoption
- Maggie Kornahrens shares common processes to document (and to make project management task templates for)
- Intelivate shares a long article on documenting processes
-
Heap writes about Eliminating Data Silos, Part 1: Creating a Data Dictionary that Actually Works
-
Jakub "Kuba" Grajcar writes The Ultimate Guide to SOPs: Turn Your Business Into a Process-Driven Machine
- Jared Chaffee writes: Read This if You Think Process Documentation is Futile
-
Adi Klevit shares How to Systematically Start Saying “No” and The Greatest Obstacles to Effective Delegation, and How to Overcome Them (both mention using documentation)
-
Gregory Dirick shares more in the Data & RevOps series, including accessibility & documentation
-
Justin Norris writes about documentation in the flow of work
-
Mike Rizzo has a poll about documenting your tech stack
-
Tim Jordan writes about how to launch an effective customer knowledge base in the next 30 days
-
Charlie Saunders shares a 4-step RevOps documentation process
-
Emily DiLeo writes about how knowledge management is more important than your repository
-
Tom Johnson writes about Diátaxis and if you should be using it with your documentation
-
Jakub "Kuba" Grajcar writes about the Benefits of Standard Operating Procedures, How to Train Employees on Standard Operating Procedures, and How to Document Standard Operating Procedures
- Brandie Jenkins writes about the importance of knowledge sharing
-
Charity Medina writes about the saying to “"Systemize the predictabable so you can humanize the exceptional" through documentation
-
Alison Sollars writes about how documentation is underrated, and useful for learning and development
-
Amanda Swim writes about rewarding your team members for helping their peers (my note – documentation is a way to help your peers!)
-
Adi Klevit shares Five Strategies for Building Processes that Support Delegation
-
ProcessDriven shares the Ultimate Guide to Systemize Your Business
-
Ro Fernn writes about how to Manage Your Team Async: The New Scalable Approach to Leadership (including documenting and systemizing processes)
- Open Org shares about their culture of documentation
- Venngage shows different visual examples to add to documentation
-
Mor Seban writes about redefining knowledge management in tech companies
-
Sam Seo shares The Complete Guide to Process Documentation and Process Improvement (with Templates)
Knowledge base and documentation examples
- GitLab Handbook
- Open Org Handbook
- Open Org also compiled a user-submitted Airtable of company policies (turn off the filters to view them all)
- Oyster's open employee handbook
- Remote Handbook
- The Marketing Operations Playbook Template from MarketingOps.com ($)
- CS2 shares their updated project documentation template
- Reforge Artifacts isn't all process documentation but it offers open source templates and other reusable resources, and a documentation category
- ProcessDriven shares 109 time-saving standard operating procedures (SOPs)
- BlueprintOS playbook for creating playbooks
- OBM School shares an SOP starter kit
- ProcessDriven shares a custom ClickUp dashboard and SOP database at timestamp (14:10)
- Sarah Noked shares a Standard Operating Procedure (SOP) Starter Kit
- Aptitude8 shares a library of process maps
- Justin Norris shares his knowledge base on RevOps FM
-
Trainual shares:
-
- ChatGPT Policy template.
- How To Document a Process template
- How To Improve a Process template.
- Customer Escalations Process template.
- Leading Effective 1:1 Meetings Process template.
- Hiring Process Checklist template.
- Email Management: Achieving “Inbox Zero” Process template.
- New Customer Onboarding Process template.
- Facilitating Performance Evaluations Process template.
-
RevOps
Classes:
- HubSpot Academy Revenue Operations certification
- HubSpot Academy RevOps bootcamp
- Pavilion's Intro and Advanced RevOps courses from Rosalyn Santa Elena
- RevOps Co-op offers several courses including a Sales Ops masterclass from Jeff Ignacio
- GoNimbly's RevOps accelerator
- MarketingOps.com (MoPros) offers many courses, including a Spanish Intro to RevOps from Lorena Morales
- LXA, formerly known as Martech Alliance, has several certifications, including Marketing Operations Essentials from Darrell Alfonso and Sales Enablement & Ops
- Workflow Academy offers a RevOps bootcamp
- George B. Thomas offers a Sales Enablement course
- Alliance has a RevOps certification
- RevOps Masterclass from Rattle
-
Jeff Cullimore writes about how to approach learning in your career and provides an operations course database
Books
- I am writing a book :)
- Rethinking RevOps: Gain Confidence in your Revenue Operation System by Jomar Ebalida
-
Revenue Operations: A New Way to Align Sales & Marketing, Monetize Data, and Ignite Growth by Stephen G Diorio and Chris K. Hummel
Look for book reviews for these and other books in the future on Medium
Videos (recorded webinars, podcasts, and more):
I have a YouTube playlist for RevOps-related videos.
A few highlights or non-YouTube videos:
-
Rosalyn Santa Elena, Jason Hubbard, and Jessica Zangre discuss Building your 1st RevOps Team in a Startup on a Revgenius webinar
-
A panel discusses being a RevOps Team of One in a webinar for RevGenius
- Rosalyn Santa Elena's The Revenue Engine
- Travis Scott's Demand & Ops Unboxed
- CS2's The Revenue Growth Architects
- Ops Cast from MarketingOps. com
- Nektar's The Revenue Lounge
- Justin Norris's RevOps FM
- Operations with Sean Lane
- Forrester's The Rise of Revenue Operations episode
- Lift Enablement's RevOps Show
- OpStars
- Databox Metrics and Chill
- Humans of MarTech
- Revenue Rhythms from Jeff Ignacio and Darrell Alfonso
-
Catherine McNally writes the complete guide to marketing operations management
-
MAN.Digital interviews Matt Volm about how to make RevOps a strategic business partner
-
Growblocks shares a guide for strategic RevOps
-
Dmitrii Ive shares 13 RevOps best practices companies follow this year (including documentation)
-
Eric Steeves writes about Breaking into RevOps: Key Skills to Accelerate Your Career Path
-
Leore Spira writes about Revolutionizing Revenue and Unleashing the Data-Driven Power of RevOps in the Product-Led Sales Landscape
-
Haris Odobasic at Revenue Wizards shares answers to “What advice would you give anyone starting a career in RevOps?”
-
Daphne Lopes writes about maximizing the adoption of Customer Success playbooks
-
Kristi Park at GoNimbly shares 5 Tips for Creating a World-Class Customer Journey Map
-
Jim Soss at RevGenius writes about Revenue Objectives of Customer Success
-
Heloise Briere at Marketingops.com writes about 5 Ways to Elevate Your In-House Marketing Operations Team
-
Pavilion shares a guide on Bringing Revenue Operations to Life in Your Organization
- First Round Review discusses 21 ways to shore up your customer success org
- RevOps Co-op writes about career growth in RevOps
-
RevOps Co-op discusses how to measure the impact of enablement
-
Gustavo Razzetti writes about how your team probably doesn’t know what alignment really means
-
Brendan Tolleson writes for RevGenius about “If You’re Neglecting Customer Success and RevOps, You’re Doing It Wrong”
-
The MKT1 newsletter explains how the (marketing) funnel isn’t dead — and how to document those funnels
-
Lindsay Cordell on RevGenius shares about The Rise of the Chief Go-To-Market Officer
-
Rebecca Nash writes about when you’ve been (unofficially) designated the Marketing Ops champion: Now what?
-
RevOps Automated shares a RevOps Project Roadmap template
-
Julian Alvarado writes about Mastering RevOps Strategies: A Blueprint for Success from Anne Pao
-
Jeff Ignacio shares RevOps Roadmaps and Prioritization Methodologies
-
Traction Complete shares a RevOps KPI Checklist, and a video from Mallory Lee on Measuring Your Tools, Business & RevOps
Communities
- The RevOps Collective from Rosalyn Santa Elena
- HubSpot's community RevOps forum
- Pavilion
- MarketingOps.com
- RevOps Co-op
- Wizard of Ops
- Marketing Ops Professionals
- Revgenius
Newsletters
- Jeff Ignacio's RevOps Impact newsletter
- Darrell Alfonso's Marketing Operations Leader
- Jonathan Fianu's RevOps Ready
- GoNimbly's Revenue Growth Guide
- Justin Norris's RevOps FM (some posts are podcasts, some are articles)
Other Resources
- Process map library from Aptitude8
- RevOps Maturity Assessment from Six & Flow
- HubSpot Audit Templates from Remotish
Employee Onboarding & Ongoing Training
Classes
Books
Look for book reviews for these and other books in the future on Medium
Templates
-
Jill Felska at Want to Work There shares an Employee Onboarding audit and task template
-
Jason Azocar shares a video of a new employee onboarding template
- Ispring shares a New Employee Onboarding Checklist
-
Trainual shares a New Employee Post-offer & Pre-start Process Checklist template and a full onboarding checklist
Videos (recorded webinars, podcasts, and more):
- Ryan McRae shows how to build a training request form and workflow to fulfill training in HubSpot
- Ispring shares a Sample Module of an Onboarding Online Course
Blogs and Articles
-
Articulate shares a guide for learning and development to train on people skills during onboarding
-
Rameel Sheikh shares What’s Wrong with Employee Onboarding
-
Nicole Mace shares what you need to do before building an agency onboarding program
-
Nektar shares a 30-60-90 day guide for RevOps directors
-
Lattice shares 14 Essential Onboarding Documents for New Hires
-
Helen Colman writes The New Employee Onboarding Process and How to Get It Right
-
Nicole Wylie writes about Onboarding Automation: How to Put Employee Onboarding on Autopilot
-
Donna Weber writes about how Employee Onboarding: Unlock New Employee Potential from Day One
-
Rubén Mancha and Salvatore Parise at Harvard Business Review ($) write about Using “Digital Academies” to Close the Skills Gap
-
Stacy Mayer shares a 30-60-90 Day Plan for Killing It In Your New Role
-
Lyssa Test shares Everything You Need to Know About Onboarding Surveys
-
George B. Thomas writes and talks about Employee Engagement Strategies for Remarkable Experiences and Effective Onboarding with Joey Coleman
General Operations, Management & more
Classes:
- Training for the Modern Manager from Want to Work There
- Marketing on Purpose from Open Lines Marketing
- Time Autonomy from Culturish
- Calendar blocking course from Beyond the Chaos
- Remote Work certification from Workplaceless
- IDEO U offers many courses and certifications on rare-to-find topics such as Change Leadership and Human-Centered Strategy
- COO course from Operations Nation
-
Director of Operations certification from Natalie Gingrich/The Ops Authority
- Second in Command Academy from Sarah Guidas
- Manager and leadership training from LifeLabs Learning
- ProcessDriven Foundations -- ProcessDriven
- Radical Candor training from Joyous
- People School from the Science of People
- People Analytics 101 (free) and Practical People Analytics course from Tskhay & Associates
Books
Look for book reviews for these and other books in the future on Medium
Templates
- Jenny Blake's recurring services and business management template
-
LifeLabs Learning shares a change management checklist
Videos (recorded webinars, podcasts, and more):
I have YouTube playlist for operations, too.
- Operations masterclasses from Operations Nation and Qatalog
- ZenPilot's channel
- Proofpoint Marketing's channel
Podcasts (general)
- Jenny Blake's Free Time
- The Operations Room
- Ariana Cofone's Secret Ops
- Radical Candor
- Pretty Funny Business
- Heidi Kirby's BLOC podcast
- HubSpot's Agency Unfiltered
- HubHeroes
- Second in Command
- Generally Curious
- Good Learning
- Above the Business
- Amy Porterfield
- Dr Luke Hobson podcast
- Learning While Working from SproutLabs
- Grayson Faircloth's The StartUp Executive
- Category Thinkers
- Breaking the Tech Ceiling
- How Leaders Lead
- Lee2B
- Squiggly Career podcast
- Learning and Performance podcast
Blogs and Articles and Guides
-
Allison Barr Allen writes an Ops Excellence Series: Lessons from Planning Processes at Uber
-
Operations Nation shares Chapter 4: How to Position Your COO Self in a Team
- CultureAmp shares a change adoption guide
-
Want To Work There shares a guide to creating a team charter
- Want To Work There shares an ideal workplace culture exercise
- Blink’s guide to writing an internal comms strategy
- Workday's 30/60/90 Day Internal Comms Checklist
- Erica Dhawan’s Digital Body Language book
-
First Round Review shares The 25 Micro-Habits of High-Impact Managers
- Justin Welsh's solopreneur resource library
Newsletters
- Ben Stroup’s newsletter — The Velocity Factor — delivers a practical approach to change, leadership, and growth so you can navigate uncertainty, streamline operations, and unlock new opportunities for impact.
- Jill Felska's Want to Work There newsletter
Roadmaps -- Strategy & Planning - coming soon
Classes:
- Marketing planning playbook course from MJ Smith
Books
Look for book reviews for these and other books in the future on Medium
Templates
-
RevOps Automated shares a RevOps Project Roadmap template
Videos (recorded webinars, podcasts, and more):
Blogs and Articles
-
Michael Lin shares A 3-Year Roadmap For Starting a Consultancy
- GoNimbly's Roadmapping 101 resources
-
Nadia Milani writes about career roadmap conversations
-
Jessica Kao and Justin Norris discuss a playbook for winning as a marketing ops leader on the RevOps FM podcast
-
Jeff Ignacio shares RevOps Roadmaps and Prioritization Methodologies