Resources for Documentation

Documentation Resources

 A curated collection of resources about documenting business processes.

See the main resources page here for all categories of resources.

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Most of the content below is pulled from this newsletter.

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Classes:

My courses (in case you found this page and haven't explored the other parts of the site yet :) )

Books

Find book reviews for these and other books in the future on Medium


Videos and Audio (recorded webinars, podcasts, and more):

Podcasts with multiple episodes on documentation:

 

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:


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) 

  • Jeff Ignacio writes about Writing your Sales Rules of Engagement (process) document 📝

  • Ekta Sachania writes about How Knowledge Management Can Set up Organizations for Sustainable Success and Optimizing Organization Functions with Knowledge Management (Part 1) 📝

  • Whale blog shares 11 Documentation Statistics to Make You Rethink Process in 2024 and a documentation ROI calculator 📝

  • Adi Klevit writes about The Dos and Don'ts of Process Documentation 📝

  • Kate Mueller writes about: Should your knowledge base be private, public, or a mix of both? 📝

  • Operators shares the Operator’s Handbook. Step #1 is document processes! 📝

  • Openprise shares The 2024 State of RevOps Survey. See page 36: 77% said Process building and documentation is an important skill in RevOps 📝

  • Al Dea writes about 5 ways to Get Your Team To Document Their Work 📝

  • Lisa Gonzalez writes about The Financial Impact of a Weak Process (and Documentation) Component 📝

  • Lisa Steingold writes about some best practices for naming and organizing your standard operating procedures (SOPs)📝

  • Workplaceless shares 4 Ways to Reduce Information Isolation in Distributed Teams 📝

  • Katie Scheuer and Jen Butler write about how to document a process 📝

  • Panopto shares a report about workplace knowledge, including losing knowledge from employee turnover, daily inefficiencies, and the cost of not documenting and sharing the knowledge 📝 (ungated here)

  • Kate Mueller writes how a knowledge base company improves its own internal knowledge base 📝

  • Melissa McCready writes about Mastering the Data Battle: A RevOps Guide to Conquer Bad Data — including documentation! 📝

  • Amplify interviews Jennifer Smith about how to Let Your Documentation Do the Work: How Scribe Revolutionizes Efficiency 📝

  • Cabinet M shares a guide of best practices for documenting your martech tools 📝

  • Jakub "Kuba" Grajcar talks with Zach Boyette about How to Grow a Global Remote Agency to 150+ People (also a podcast) 
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Knowledge base and documentation examples