---
title: Resources - Documentation
description: Process documentation classes, blogs, articles, books, videos, podcasts, and examples
image: https://www.jenbergren.com/hubfs/website%20banners-heros/process%20documentation%20classes%20books%20articles%20blogs%20videos-1.jpg
---
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# 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.](https://www.jenbergren.com/resources)
For a fresh list of links in your inbox every week [-- sign up for my generalist newsletter.](https://jenbergren.substack.com/)
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.*
Scroll down to:
- [Classes](https://www.jenbergren.com/resources-documentation#classes)
- [Books](https://www.jenbergren.com/resources-documentation#books)
- [Videos and Audio](https://www.jenbergren.com/resources-documentation#video)
- [Blogs, articles, guides](https://www.jenbergren.com/resources-documentation#blogs)
- [Knowledge base and documentation examples](https://www.jenbergren.com/resources-documentation#examples)
#### Classes:
- [How to Build a Business Playbook -- Trainual](https://masterclass.trainual.com/)
- [Metrics-based Process Mapping -- TKMG Academy](https://tkmgacademy.com/courses/metrics-based-process-mapping/)
- [Creating and Implementing a Sales playbook that Sticks - Pavilion](https://www.jenbergren.com/blog/documentation-class-pavilion-sales-playbooks)
- [Knowledge management for UXR](https://maven.com/the-current/knowledge-management-for-uxr)from Emily DiLeo on Maven
- [APQC Academy](https://academy.apqc.org/collections) has many knowledge management and process improvement classes and certification
- [Knowledge Management Institute](https://www.kminstitute.org/) offers several certifications
- [Creating Flowcharts for Business](https://www.linkedin.com/learning/creating-flowcharts-for-beginners/documenting-processes-with-flowcharts?resume=false) on LinkedIn Learning
- [Open (product) Documentation Academy](https://canonical.com/documentation/open-documentation-academy) from Canonical
- [Async work masterclass from Remote](https://remote.com/remote-academy/async-masterclass)
- [See a variety of documentation/communication classes on Maven](https://maven.com/courses/effective-documentation-and-communication-for-projects)
- [Fundamentals of Technical Writing at the Los Angeles Public Library](https://education.gale.com/l-lapl/online-courses/fundamentals-of-technical-writing/?tab=detail)
- [Lisa Gonzalez](https://www.lisagonzalez.com/process-success) offers The Process Success Bootcamp
[My courses](https://www.jenbergren.com/courses)(in case you found this page and haven't explored the other parts of the site yet :) )
#### Books
- [The Business Playbook: How to Document and Delegate What You Do So Your Company Can Grow Beyond You](https://bookshop.org/a/90871/9781544524153) by Chris Ronzio
- [Process! How Discipline and Consistency Will Set You and Your Business Free](https://bookshop.org/a/90871/9781637741368) by Mike Paton and Lisa Gonzalez
- [Free Time: Lose the Busywork, Love Your Business](https://bookshop.org/a/90871/9781646870660) by Jenny Blake
Find book reviews for these and other books in the future on [Medium](https://medium.com/@JenBergren)
#### Videos and Audio (recorded webinars, podcasts, and more):
Podcasts with multiple episodes on documentation:
- [Organize Chaos](https://open.spotify.com/show/3EByfMRUfDahO9TstoHSpz?si=99f0b30b93b04441) from Chris Ronzio at Trainual
- [Systems Simplified](https://open.spotify.com/show/4eaIXkGylzurfLZxovxSsV?si=8a1c36cdf94544db) from Adi Klevit
- [Business Infrastructure](https://open.spotify.com/show/2TTZJNXK5gqIzlSLvI7KDa?si=0154d25e36714cf6) from Alicia Butler Pierre
I have a [YouTube playlist for documentation-related videos](https://www.youtube.com/watch?v=v1Tyx1N0fQE&list=PLZ5FWoClaepIKJ5yd_aRFfm0TqAkd6MfG).
A few of them are my content, but most of them are resources from other experts, including:
- [Operations masterclasses](https://operationsnation.com/operations-masterclass) from Operations Nation and Qatalog, including knowledge management
- [Tips for Effective Marketing Ops Documentation, Training, and Enablement](https://youtu.be/v1Tyx1N0fQE) -- The Revenue Growth Architects by CS2
- Lisa Wells shared a series of short videos on standard operating procedures (SOP): 📝
- [Getting Started with SOPs](https://virtualassistanttrainer.com/getting-started-with-standard-operating-procedures-sop/)
- [SOP Format Types](https://virtualassistanttrainer.com/sop-format-types/)
- [How to Write an Effective SOP](https://virtualassistanttrainer.com/how-to-write-an-effective-sop/)
- [SOP Tools and Programs](https://virtualassistanttrainer.com/sop-tools-and-programs/)
- [HUBSPOT PLAYBOOKS: WHAT THEY ARE AND HOW TO USE THEM](https://youtu.be/w93EMT8zZ7M) -- HubHeroes
- [How to Write an Effective Standard Operating Procedure (SOP)](https://youtu.be/HHsuCyG308w) -- Lisa Wells
- [How to Create Exceptional Documentation](https://youtu.be/PshoqLaaYCY) -- HubSpot Admin HUG
- [Caity Cronkhite](https://www.youtube.com/watch?v=2KS8IzywCO4) discusses Making the Business Case for Documentation on a webinar for Good Words and shares a [documentation impact calculator](https://docs.google.com/spreadsheets/d/1qHZwpwzZ1jmPyFkLAE9x3ILiv3jyRzclWAGCMrZPDHo/edit?gid=1222184140#gid=1222184140)
- [Aviv Bergman and Rosalyn Santa Elena](https://open.spotify.com/episode/3prW4lz9s2ypt6tqwXmaNL) discuss process optimization to navigate the Revenue Engine on The Revenue Engine podcast
- [Layla Pomper](https://www.youtube.com/watch?v=W7_6VyPCyNY&t=1s) at ProcessDriven shares How NOT to Write Standard Operating Procedures (SOPs)
- [Melanie Fellay](https://spekit.com/webinars/7-essential-phases-of-content-strategy/) shares8 Easy Steps To Design an Effective \[Documentation\] Content Strategy in a webinar for Spekit
- [Nathan Resnick and Mary Beth Alexander](https://www.youtube.com/watch?v=Y6ZuElfiW1c) discuss how to Transform Your Knowledge Base into a Valuable Customer Success Tool on the Caffinate CX show
- [Susan Fennema and Amber Kemmis ](https://www.youtube.com/watch?v=A9bdty24FC4)discuss Using Teamwork to Document Processes at the Teamwork.com User Group
- [Liv Porter and Ashlee Dinsmore](https://events.zoom.us/ejl/Ama-hFFiDOlioNzwkG2d66TNrrwVOJ2juA841oPLT3N31e1SZLn9~A_tG-IZ_cfORtVgy-Zz3PAy8s9iIc1upo-jjdlUaE4jl0WA3V0-4zQ0jZRsrZ1aIeF--G9RRhd6q5OfwXD41-6amRmfohOQ/sessions/n3mmS0coQLWUygePWT7GwA) discuss Why My Dog Has More Followers Than Your Process! For S-Docs
- [Effortless documentation](https://lucid.co/resources/webinars/effortless-documentation-aug-2022) from LucidChart
- [Layla Pomper and Adi Klevit](https://www.bizsuccesscg.com/the-process-documentation-toolkit-for-small-businesses-with-layla-pomper/)discuss The Process Documentation Toolkit for Small Businesses on the Systems Simplified
- [Giovanni Segar ](https://www.youtube.com/watch?v=jd-TGn5zjd4)discusses documenting workflows, and general documentation best practices, in a webinar for NoCodeOps
- [Isaac Perdomo](https://www.youtube.com/watch?v=cQP-qJ7yFpY) discusses process mapping in a webinar for NoCodeOps
- [Layla Pomper ](https://www.youtube.com/watch?v=0ynTCimSJfs)discusses How to Document Business Systems Faster for a ProcessDriven webinar
- [Crissy Saunders, Charlie Saunders, and Xander Broeffle](https://www.cs2marketing.com/revenue-growth-architects/our-top-3-tips-for-creating-revops-documentation) discuss their Top 3 Tips for Creating RevOps Documentation on The Revenue Growth Architects podcast - 18 minutes
- [Pavilion's](https://joinpavilion.zoom.us/rec/component-page?action=viewdetailpage&sharelevel=meeting&useWhichPasswd=meeting&clusterId=us06&componentName=need-password&meetingId=KPmgbKFJXuG1I_s4X01uprO5tYvN7c8xDlHZzUZ0n3Dlj5VzeImji9bCbzObwbzq.oF-A7pESZGLWf-Lt&originRequestUrl=https%3A%2F%2Fjoinpavilion.zoom.us%2Frec%2Fshare%2FvJQydbfW6zlIGdLvq1z1a5IIGdTLX6a8gyAdrKAMzk36CyuVUljzDz589Uejkako) What Playbook? Sales / Marketing Playbook Best Practices to Drive Results. **Password:** [.3@k3?gE](mailto:.3@k3?gE)
- [Pavilion's](https://www.crowdcast.io/e/the-5-ps-of-building-a/register)The 5 P's of Building a Sales Playbook. [Slides here](https://content.api.getguru.com/files/view/f7775826-80ea-4a07-b1d2-3e59765a8c03)
- [Josh Peacock and Dennis Mortensen](https://www.youtube.com/watch?v=eoJh5cu91pw) discuss the power of product screenshots in your help documentation for a past Write the Doc conference [(blog version here)](https://launchbrightly.com/blog/see-our-talk-and-others-from-the-write-the-docs-atlantic-2023) 📝 — 36 minutes
- [Amy Porterfield ](https://www.amyporterfield.com/2024/05/684/)discusses an Online Operations Playbook: Key Strategies for Success from My Team — 38 minutes. 📝 Documenting is the first sentence!!
- [Sid Sijbrandij and Hannah Bates](https://hbr.org/podcast/2024/06/how-gitlab-leads-its-fully-remote-workforce) discuss How GitLab Leads Its Fully Remote Workforce on the HBR on Leadership podcast – 32 minutes 📝 🚢
- [Podge Thomas and Jill Felska](https://wanttoworkthere.us18.list-manage.com/track/click?u=df2fbeadab786a6e321e042ec&id=05478a5e84&e=fa9dbb4473) discuss the power of documentation on the Want to Work There podcast – 54 minutes 📝
- [Leore Spira and Vivin Vergis](https://open.spotify.com/episode/0oYDyMeGWwvXcKpSfbl6Il) discuss documentation in ops on the Beyond the Pipeline podcast — 51 minutes📝
- [Aviv Bergman, John Hulina, Amanda Garza, and Eric Portugal-Welsh](https://www.revopscoop.com/webinar-series/revops-backlog-navigating) discuss Navigating the RevOps Backlog on a RevOps Co-op webinar — 54 minutes
- [Josh Bersin](https://joshbersin.com/podcast/are-you-ready-for-the-reinvention-of-learning-development-its-here/) asks: Are You Ready For The Reinvention Of Learning & Development? on the Josh Bersin company podcast - 21 minutes 📝
- [Jeremy Slater, Bethany Ayers & Brandon Mensinga](https://player.captivate.fm/episode/ca5ee2e5-49c2-4ffe-a562-b0c5eff866e9) discuss How To Stop Your Company From Drowning In Information on The Operations Room podcast —47 minutes 🚢 📝
- [Ashley Faus and Dan Dowman](https://open.substack.com/pub/beunremarkable/p/how-to-power-up-critical-thinking-b90?r=697e&utm_campaign=post-expanded-share&utm_medium=web) discuss practical tips for addressing culture and leadership challenges (and share Atlassian’s internal documentation/playbook!)
- [Tom Johnson](https://www.writethedocs.org/videos/na/2017/building-navigation-for-your-doc-site-5-best-practices-tom-johnson/) talks about Building navigation for your doc site: 5 best practices
- [Skilljar](https://www.skilljar.com/webinars-and-videos/learning-content-that-works-audit-refresh-and-rebuild-for-performance)shares a webinar on Learning Content That Works: Audit, Refresh, and Rebuild for Performance
- [Cal Martin](https://lucid.co/resources/webinars/mapping-technical-systems-in-lucid-jun-2025) gives a Hands-on workshop: Mapping technical systems in Lucid
[My own videos from speaking events are on this page.](https://www.jenbergren.com/speaking)
#### Blogs, Articles, Posts, Guides
- [First Round Review](https://review.firstround.com/investing-in-internal-documentation-a-brick-by-brick-guide-for-startups) discusses: Investing in Internal Documentation: A Brick-by-Brick Guide for Startups
- [Justin Norris](https://revopsfm.substack.com/p/episode-4-how-to-create-a-knowledge-base) shares a post and video about documentation tips and why it’s critical
- Statistic: [75% percent of teams](https://link.workweek.com/click/40060780.29950/aHR0cHM6Ly9pbmZvLnNpeGZpZnR5LmNvbS9zdGF0ZS1vZi1lbXBsb3ltZW50LWxhdy1jb21wbGlhbmNlLWluLTIwMjU_aGFzaGVkX3VzZXI9ZGE2MGZjMzBkMmU2NTdlNjc5ZjIyN2IwYzBlOTIyMTU/63c9dae124d08daa48091545Bfa5bd13d) don’t update their handbook more than once per year (despite over 300 law changes last year)
- 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 (LinkedIn profile link is restricted now, but the statistic is still useful)
- [Bram Billiet](https://usewhale.io/blog/ace-your-business-process-documentation/) writes about How to Document Processes: A Step-by-Step Guide for Businesses
- [Enablement Handbook](https://www.scalingedge.io/the-enablement-handbook) from Scaling Edge
- [How we audit our knowledge base: The Silly Moose process](https://www.knowledgeowl.com/blog/posts/how-we-audit-our-knowledge-base) from Knowledge Owl
- [IT Glue](https://www.itglue.com/resource/sop-documentation/) shares a guide for writing standard operating procedures (SOPs)
- [Benjamin Hinson-Ekong](https://www.linkedin.com/pulse/how-build-culture-documentation-benjamin-hinson-ekong) writes about How to Build a Culture of Documentation
- [Drew Evans ](https://www.notion.so/blog/how-notion-marketing-uses-notion)writes about How Notion Marketing uses Notion
- [Daphnée Laforest ](https://www.linkedin.com/pulse/async-culture-shift-daphn%25C3%25A9e-laforest/)writes about how async is a culture shift (and it requires documentation)
- [DevDocs](https://devdocs.work/post/harnessing-documentation-as-a-powerful-marketing-tool) writes about harnessing documentation as a powerful marketing tool
- [Elisa Reggiardo ](https://slite.com/blog/do-you-really-need-a-doc-approval-flow)asks: Do you really need a doc approval flow?
- [Alex Ponomarev](https://medium.com/engineering-managers-journal/the-documentation-habit-your-future-self-will-thank-you-for-7bf1234497cb)writes about The Documentation Habit Your Future Self Will Thank You For
- [Elisa Reggiardo](https://slite.com/blog/no-knowledge-no-growth) at Slite writes about Unlocking Your Startup's Growth Potential with Knowledge Management
- [Dave Nunez ](https://increment.com/documentation/why-investing-in-internal-docs-is-worth-it/)explains why it’s worth it to invest in internal docs
- [Lauren Christiansen](https://slite.com/blog/nailing-the-basics-of-team-knowledge-management) writes about nailing the basics of team knowledge management
- [Anouk van Tuinen](https://slite.com/blog/the-big-question) writes about how you should structure your knowledge base
- [Keysa Yánez](https://slite.com/blog/is-a-feedback-culture-part-of-nature-or-something-to-nurture) writes about feedback culture as a part of nature or something to nurture
- [Trainual ](https://share.trainual.com/subject/7fe188d3-c423-444e-b683-7473fdc94ab4?utm_campaign=Weekly%20Newsletter&utm_medium=email&_hsmi=271351194&utm_content=271351194&utm_source=hs_email)shares a guide for how to document a process
- [Matt Stein](https://mattstein.com/thoughts/documentation-is-hard) writes about how good documentation is hard
- [The Manual ](https://trainual.com/manual/how-to-craft-the-best-knowledge-transfer-plan)shares How to Craft the Best Knowledge Transfer Plan
- [Josephine Conneely](https://waysofworkingcollection.substack.com/p/how-process-impacts-your-culture) writes about how process impacts your culture
- [Dmitri Gaskin](https://www.notion.so/customers/branch) at Notion shares how Branch's living documentation system propels enterprise growth
- [Josephine Conneely](https://waysofworkingcollection.substack.com/p/how-process-impacts-your-culture) writes about how process impacts your culture
- [Adi Klevit](https://www.linkedin.com/pulse/perfectionists-guide-building-business-processes-adi-klevit) shares The Perfectionist’s Guide to Building Business Processes
- [Notion’s](https://global-uploads.webflow.com/641b79859965f44161887150/6467a317b4fc2de609040126_order_from_chaos.pdf?mkt_tok=NDE0LVhNWS04MzgAAAGMxfmNUAGY-Jj0tPypB9DNne24UNJUKmTU14CbVftusGRpJM4ivFZPVBTshJVEZNwi4GKeF1_AanByyNAyHRXT30MpxawucLNPY5Gv8dkElRM) guide instructs how to keep knowledge documented and accessible
- [Jakub "Kuba" Grajcar](https://www.zenpilot.com/blog/company-process-documentation-tips-hannah-shark) shares 9 Quick Company Process Documentation Tips (feat. Hannah Shark)
- [Christopher Gwinn ](https://trainual.com/manual/the-first-five-sops-to-document-when-crafting-your-training-manual)writes about The First Five SOPs To Document When Crafting Your Training Manual
- [Rebecca Nash ](https://www.linkedin.com/feed/update/urn:li:activity:7125576875346685953?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7125576875346685953%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29)shares how documenting processes brought peace of mind, trust, and clarity to the team
- [ZenPilot ](https://www.zenpilot.com/e3t/Ctc/ZN+113/c242R04/VWj5D428sZr4W7j5TZw5jQqlsW5QKV2t54-xsSN5n2LPK5nR32W50kH_H6lZ3nmVPbrFc8wW8TbW3ZR9Zf8VVvSrW597r5f1TJ9vDVZhDDB6jkqCkN8hXdr6Kq2P4W3hGk1m4wFZ_0W3Y2phh4n-5NMVgM86_4d8w0zW2J1nfx4PLyptVzndp877jl5LW20GhTJ98D1sKW7CgX5P7FJcpTW884Lmj5qPsN7W4yHkws3WwtLhN2RDCCM2jgjHW3-LgbB8N_dQNW3_J63M6cv11_W227ZgF8zMkjVW59sLdB3PBx5zW3ytFvm10rxswW89bKCN4wpwL8W9jwN4N3kH6RbVVXHN-2KtYFfW5sR8g-8M2nXNW3V86S82mRPbQW2KHtRV6Xsf6HVXDbX63pP2bzW5q1219576ZsXW45Qtcd9kSf4MW2p0l265Tmp4VW4HC7lD1m00RHW72VHmP4xSxjrf8jlQzW04)shares a process prioritization worksheet [and video about it](https://www.youtube.com/watch?v=GZcgK5hdUpM)
- [Slite](https://slite.com/ebook/unlocking-the-power-of-collective-wisdom) shares a guide for unlocking collective wisdom, knowledge management for startups
- [Lisa Gonzalez](https://www.lisagonzalez.com/e/BAh7BjoWZW1haWxfZGVsaXZlcnlfaWRsKwjQduLgAwA%3D--1463752eb2849ec48b0bb6ad1af1edfced70b408?skip_click_tracking=true)shares 8 benefits of documenting processes
- [Eli Zheleva](https://www.linkedin.com/pulse/how-clone-knowledge-base-articles-crmsquad-cpade)shares how to clone HubSpot knowledge base articles
- [Tim Jordan ](https://blog.knowledgeowl.com/blog/posts/how-to-knowledge-base-revamp/)writes about how to tackle a major knowledge base revamp
- [Arthur De Kimpe](https://deezer.io/rethinking-your-data-platform-documentation-so-that-people-actually-read-it-84baff70b9a4) writes about Rethinking Your Data Platform Documentation So That People Actually Read It
- [Susan Fennema](https://beyondthechaos.biz/policy-process-and-procedures/) writes about Policy, Process, and Procedures
- [Jeff Cypher ](https://www.zenpilot.com/blog/how-to-create-an-internal-wiki-in-clickup)shares How to Create an Internal Wiki in ClickUp
- [Divio](https://documentation.divio.com/) writes about the documentation system
- [Whale blog](https://usewhale.io/blog/eos-process-component/) shares 7 Ways to Strengthen Process (And Why You Shouldn’t Overlook It)
- [RevOps Co-op ](https://www.revopscoop.com/webinar-series/revolutionize-sales-enablement-with-real-time-tips-for-process-adoption)shares a blog and webinar recording about how to Revolutionize Sales Enablement with Real-Time Tips for Process Adoption
- [Maggie Kornahrens](https://www.linkedin.com/posts/mkornahrens_streamline-work-and-win-clients-with-clickup-activity-7135628470910377984-6BOL?utm_source=share&utm_medium=member_desktop) shares common processes to document (and to make project management task templates for)
- [Intelivate](https://www.intelivate.com/team-strategy/process-documentation-why-and-how) shares a long article on documenting processes
- [Heap ](https://www.heap.io/blog/eliminating-data-silos-part-1-creating-a-data-dictionary)writes about Eliminating Data Silos, Part 1: Creating a Data Dictionary that Actually Works
- [Jakub "Kuba" Grajcar ](https://www.zenpilot.com/blog/ultimate-guide-standard-operating-procedures-turn-business-into-process-driven-machine)writes The Ultimate Guide to SOPs: Turn Your Business Into a Process-Driven Machine
- [Jared Chaffee](https://medium.com/chapters-interludes/read-this-if-you-think-process-documentation-is-futile-9acfabc6155e) writes: Read This if You Think Process Documentation is Futile
- [Adi Klevit](https://www.linkedin.com/pulse/how-systematically-start-saying-adi-klevit-cwzoc%3FtrackingId=Nihz50NtT0%252BwyuNZbI4%252F1A%253D%253D/?trackingId=Nihz50NtT0%2BwyuNZbI4%2F1A%3D%3D) shares How to Systematically Start Saying “No” and [The Greatest Obstacles to Effective Delegation, and How to Overcome Them](https://www.inc.com/entrepreneurs-organization/the-greatest-obstacles-to-effective-delegation-how-to-overcome-them.html) (both mention using documentation)
- [Gregory Dirick](https://www.linkedin.com/feed/update/urn:li:activity:7155457859638411264?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7155457859638411264%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29) shares more in the Data & RevOps series, including accessibility & documentation
- [Justin Norris](https://www.linkedin.com/feed/update/urn:li:activity:7155217013047488513?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7155217013047488513%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29) writes about documentation in the flow of work
- [Mike Rizzo](https://www.linkedin.com/feed/update/urn:li:activity:7157036058461827072?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7157036058461827072%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29) has a poll about documenting your tech stack
- [Tim Jordan](https://blog.knowledgeowl.com/blog/posts/launch-a-knowledge-base-in-30-days)writes about how to launch an effective customer knowledge base in the next 30 days
- [Charlie Saunders](https://www.linkedin.com/feed/update/urn:li:activity:7161102093020196866?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7161102093020196866%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29) shares a 4-step RevOps documentation process
- [Emily DiLeo](https://emily-dileo.medium.com/knowledge-management-is-more-important-than-your-repository-e82a7549868c) writes about how knowledge management is more important than your repository
- [Tom Johnson ](https://idratherbewriting.com/blog/what-is-diataxis-documentation-framework#introduction)writes about Diátaxis and if you should be using it with your documentation
- Jakub "Kuba" Grajcar writes about the [Benefits of Standard Operating Procedures](https://www.zenpilot.com/blog/what-are-the-benefits-of-standard-operating-procedures), [How to Train Employees on Standard Operating Procedures](https://www.zenpilot.com/blog/how-to-train-employees-on-standard-operating-procedures-tips), and [How to Document Standard Operating Procedures](https://www.zenpilot.com/blog/how-to-document-standard-operating-procedures)
- [Brandie Jenkins](https://www.linkedin.com/feed/update/urn:li:activity:7164290149973999617?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164290149973999617%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29) writes about the importance of knowledge sharing
- [Charity Medina ](https://www.linkedin.com/feed/update/urn:li:activity:7162893069837664256?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7162893069837664256%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29)writes about the saying to “Systemize the predictable so you can humanize the exceptional," through documentation
- [Alison Sollars](https://www.linkedin.com/feed/update/urn:li:activity:7163504670122954753?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7163504670122954753%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29) writes about how documentation is underrated and useful for learning and development
- [Amanda Swim](https://www.linkedin.com/feed/update/urn:li:activity:7162845311810437120?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7162845311810437120%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29) writes about rewarding your team members for helping their peers (my note: documentation is a way to help your peers!)
- [Adi Klevit](https://www.linkedin.com/pulse/five-strategies-building-processes-support-delegation-adi-klevit-wyylc%3FtrackingId=x4qnlsesTWqgabgtc%252BmBmw%253D%253D/?trackingId=x4qnlsesTWqgabgtc%2BmBmw%3D%3D) shares Five Strategies for Building Processes that Support Delegation
- [ProcessDriven](https://processdriven.co/workflows/ultimate-guide-to-systemize-your-business) shares the Ultimate Guide to Systemize Your Business
- [Ro Fernn](https://medium.com/@rociofernn/manage-your-team-async-the-new-scalable-approach-to-leadership-a46c36bff809) writes about how to Manage Your Team Async: The New Scalable Approach to Leadership (including documenting and systemizing processes)
- [Open Org](https://open-org.notion.site/Culture-of-Documentation-Remote-c13eeac58e624c56a82cfe1d1e9ead26) shares about their culture of documentation
- [Venngage](https://venngage.com/blog/process-documentation-templates/)shows different visual examples to add to documentation
- [Mor Seban](https://medium.com/docops-digest/redefining-knowledge-management-in-tech-companies-d6132bac3805) writes about redefining knowledge management in tech companies
- [Sam Seo ](https://trainual.com/manual/complete-guide-to-process-documentation-and-process-improvement-templates)shares The Complete Guide to Process Documentation and Process Improvement (with Templates)
- [Jeff Ignacio](https://open.substack.com/pub/revengine/p/writing-your-sales-rules-of-engagement?r=697e&utm_campaign=post&utm_medium=web) writes about Writing your Sales Rules of Engagement (process) document 📝
- [Ekta Sachania](https://www.kminstitute.org/blog/how-knowledge-management-can-set-organizations-sustainable-success) writes about How Knowledge Management Can Set up Organizations for Sustainable Success and Optimizing Organization Functions with Knowledge Management (Part 1) 📝
- [Whale blog](https://usewhale.io/blog/documentation-statistics/) shares 11 Documentation Statistics to Make You Rethink Process in 2024 and a [documentation ROI calculator](https://usewhale.io/roi-calculator/) 📝
- [Adi Klevit](https://www.inc.com/entrepreneurs-organization/the-dos-donts-of-process-documentation.html) writes about The Dos and Don'ts of Process Documentation 📝
- [Kate Mueller](https://blog.knowledgeowl.com/blog/posts/should-knowledge-base-private) writes about: Should your knowledge base be private, public, or a mix of both? 📝
- [Operators ](https://www.joinoperators.com/blog/the-handbook)share the Operator’s Handbook. Step #1 is document processes! 📝
- [Openprise ](https://www.openprisetech.com/revops-report/)shares The 2024 State of RevOps Survey. See page 36: 77% said Process building and documentation is an important skill in RevOps 📝
- [Al Dea](https://alsnewsletter.substack.com/p/get-your-team-to-document-their-work) writes about 5 ways to Get Your Team To Document Their Work 📝
- [Lisa Gonzalez](https://www.linkedin.com/pulse/financial-impact-weak-process-component-lisa-gonz%2525C3%2525A1lez-dkowc/?trackingId=FfxY%2Fg3xQBuj9ah%2BkT7%2FJg%3D%3D) writes about The Financial Impact of a Weak Process (and Documentation) Component 📝
- [Lisa Steingold](https://usewhale.io/blog/naming-your-sops/) writes about some best practices for naming and organizing your standard operating procedures (SOPs)📝
- [Workplaceless](https://newsletter.workplaceless.com/p/4-ways-reduce-information-isolation) shares 4 Ways to Reduce Information Isolation in Distributed Teams 📝
- [Katie Scheuer and Jen Butler](https://www.mural.co/blog/how-to-document-a-process) write about how to document a process 📝
- [Panopto](https://www.panopto.com/resource/valuing-workplace-knowledge/) 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)](https://panopto.docsend.com/view/pzjpwm6)
- [Kate Mueller](https://blog.knowledgeowl.com/blog/posts/get-our-docs-in-a-row-needs-assessment) writes how a knowledge base company improves its own internal knowledge base 📝
- [Melissa McCready ](https://www.linkedin.com/pulse/mastering-data-battle-revops-guide-conquer-bad-nektar-ai-f4qmc/)writes about Mastering the Data Battle: A RevOps Guide to Conquer Bad Data — including documentation! 📝
- [Amplify interviews Jennifer Smith](https://www.amplifypartners.com/case-studies-collection/scribe) about how to Let Your Documentation Do the Work: How Scribe Revolutionizes Efficiency (awaiting new link)
- [Cabinet M ](https://7852405.fs1.hubspotusercontent-na1.net/hubfs/7852405/eBooks/Top%2010%20Best%20Practices%20for%20Documenting%20Your%20Martech%20Stack%20(3)%20(1).pdf)shares a guide of best practices for documenting your martech tools 📝
- [Jakub "Kuba" Grajcar talks with Zach Boyette ](https://www.zenpilot.com/blog/how-to-grow-global-remote-agency-150-people-framework-zach-boyette-galactic-fed)about How to Grow a Global Remote Agency to 150+ People (also a podcast)
- [Mackenzie Lee](https://gumroad.com/confirm?destination=download_page&id=d0f0c128c0d8b9c3dc4433ec492c72f4) offers The Office of the CEO Playbook, 1st Edition
- [Kelsey George Sigle](https://www.etsy.com/listing/1887392230/knowledge-management-starter-bundle-5)offers a Knowledge Management Starter Bundle | 5 Essential Checklists for Smarter, Scalable Knowledge Sharing
- [Philip Lakin](https://www.linkedin.com/posts/philip-lakin_zapconnect-automation-workflow-activity-7255229059641610240-9_HJ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAGjZjAB7hF07NbFp5NZU5Ce9iBqQVqVgNs) shares a slide deck from “Documentation Decoded: Squash Automation Issues Before They Begin.” at ZapConnect
- [Axios](https://www.axioshq.com/all-staff-playbook) shares an All-staff communications playbook
- [Alex York](https://www.teamwork.com/blog/process-documentation) writes about Process documentation 101: What it is, the benefits, and how to start
### Knowledge base and documentation examples
- [GitLab Handbook](https://about.gitlab.com/handbook/)
- [Open Org](https://open-org.notion.site/Open-Org-s-Employee-Handbook-Template-4fb240a09619458c8142de722b4cbc97) Handbook
- [Open Org](https://open-org.notion.site/Open-Org-s-Employee-Handbook-Template-4fb240a09619458c8142de722b4cbc97) shares a curation of the 50+ employee handbook sections all rolled into 1 Notion template
- [Open Org](https://airtable.com/app7O2PRL7jGjFszh/shrispl7t18laPXdC/tbl0oUxMWgwjNAoJI/viwkwU8Ep0qkLqGPR?blocks=hide)also compiled a user-submitted Airtable of company policies (turn off the filters to view them all)
- [Oyster's open employee handbook](https://oysterhr.notion.site/Welcome-to-The-Reef-Oyster-s-Open-Source-Employee-Guide-fc482e3f107c4afd8c85ed217f1d0c1d)
- [Remote Handbook](https://remotecom.notion.site/a3439c6ccaac4d5f8c7515c357345c11?v=8bb7f9be662f45da87ef4ab14a42be37)
- [HelloBetter's Handbook](https://handbook.hellobetter.de/)
- [Accurx handbook](https://accurx.notion.site/Employee-Handbook-f9743d59eeb04a6a8430af2cd51f3d16)
- [Sourcegraph's handbook](https://handbook.sourcegraph.com/)
- [Learnerbly's handbook](https://learnerbly.notion.site/Learnerbly-s-Employee-Guide-3a0964ee63aa490a8606fb7bebe42722)
- [Whereby's handbook](https://whereby.notion.site/Whereby-Everywhere-HQ-4fbd382ca1eb4fa2a3877f2487162171)
- [Runa's handbook](https://wegift.notion.site/Runa-Playbook-2ac4d84062f540b88402403516a3aa90)
- Atlassian [Team Playbook](https://www.atlassian.com/team-playbook)
- [The Marketing Operations Playbook Template from MarketingOps.com ($)](https://marketingops.com/product/the-marketing-operations-playbook-template/)
- [Lisa Wells SOP Templates & Process Library ($) ](https://virtualassistanttrainer.com/shop/standard-operating-procedures-kit/)
- [CS2](https://docs.google.com/document/d/1xMy2-e2igaT6kSmbLC9UqMyArOvhtKID864x2Lbs4_M/edit?usp=sharing) shares their updated project documentation template
- [Reforge Artifacts](https://www.reforge.com/artifacts) isn't all process documentation but it offers open source templates and other reusable resources, and a documentation category
- [ProcessDriven](https://processdriven.co/sops) shares 109 time-saving standard operating procedures (SOPs)
- [BlueprintOS](https://businessgrowthcurator.notion.site/MASTER-Playbook-for-Creating-Playbooks-a4a9d1e71d4149e2aad94204adfdd20a) playbook for creating playbooks
- [OBM School](https://www.obmschool.com/sop-fb/)shares an SOP starter kit
- [ProcessDriven](https://processdriven.co/workflows/b-workflows/how-a-vetted-consultant-uses-clickup/)shares a custom ClickUp dashboard and SOP database at timestamp (14:10)
- [Sarah Noked](https://www.obmschool.com/sop/) shares a **Standard Operating Procedure (SOP) Starter Kit**
- **[Aptitude8](https://aptitude8.com/blueprints) shares a library of process maps**
- **[Justin Norris](https://revopsfm.substack.com/p/episode-4-how-to-create-a-knowledge-base) shares his knowledge base on RevOps FM**
- **[Resources for Humans](https://resourcesforhumans.notion.site/Table-of-Contents-4cb1e5a2f5aa4c29a47e0f4457245b42) knowledge base**
- [**Duolingo employee handbook**](https://blog.duolingo.com/handbook/)
- [Trainual](https://share.trainual.com/subject/080d52cc-db9e-4360-b592-2c2ab94ad732) shares:
- - [ChatGPT Policy template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3p_N7hj2qSNpNxCW1kCrwl7wZq_ZVqSCL77s41DsW9dDS4y7qj17fW1vNN9B6Gs9dpW2VcvPN9g1f5hW1qDjWG8YZPz0W1cQ49h7ZjP-RW5F73f95ZZ1KBVP7hCt3zR_GVW7SXFz520-sC5W7BNpJv6WRYRVW2-Yp4X8fQhnmW4LkJyX1BqdgBW5zv-Mc4DTzBvW34Kd_21g6pS8N1KvW_G75fS5W36m5q05tpfBbVTY0fW5D78GrVGCbky1gG4VyV-S7jf5T8bg8W7RdhJR57P5SXW7XzWSX1fNB_LT-LDl3xCRzFW53N2hl8k05dlW1W7f2y1TDKgdW7KR1M-8P6XkFW8TZNvY3MD2R5f4CxVv804).
- [How To Document a Process template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3pHW38VDFD8SpFkrW4WXZyY17XyYtW4YM6wP8zjr-ZW8k8kCv1-KJQ-W4HDPVV43b5SzVbGlsq6sDVWyW6S_2WQ7lyjSHW8Rv4Px7MMrjzVx3v159k7MwKW8qG6Xy4YL43lV8-6Ky1-RtsfW8lSPt05stdQJW3Srh8v7SyW6cW94jSyx1nyRDWW8q3XZc5h7PrbW1Q0N543CSfflN7n5hn5c07V_N3B28FX6L52xW3n3Nvl4lxs1nW4rP1gH21NSRcVrsN214T7CBFF1npHDW2NVPW1KzbcF8BxF4hW7WQLtY2lgG_VW2xDhzV6k3ccqN7JqwrHFJdXQW1_Kc2N4xCbGyW6Yj62P26kRNkf3rbkP004)
- [How To Improve a Process template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3lLW1FZ85X1Wmfw4N98-2G4W1w6cW8HxS5j1vw031W5q7VyW19Dx9nMt5-bLxDph1W6PQrXR3fRW4YN7h-L3JKy06-N93ZChYp2CVnW6zyNlc50mhtlW289n9v3_hc3qVtx9mj78B4J_W5T0Bbl1G5CkMW5Nt7s51d8rQTW4f313y2DLFLYW7wN9YP7BJ1Z4W3Qc2Y56hZN5RVXFW5l7shfp_N1rRZF1M7_JGW2C77jb4v7brdVVFrzt1Z9W14W9bXwL-24v3CFW3Q1lwZ5wV7-mV3K_wy43-5_sW9d6Vnz2G73RcW8DHLYT6yDQHtVFWDWF4237hCW2ph5ql6l_k8jW2sy1XD81qTjzf8tcVmb04).
- [Customer Escalations Process template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3mMW3CH6924QrxJ9W7YCDcn8P2cYTW1KB5jw3BkpsqW1C1SLR7-xPXCW3G4tWy79zZG7W53SQ8q4rwgZCW3BWy-D2ldTRVW18tLGd5l16QmW7TYDvH3hMXf-W92ZXkm8QrB8SW7S3MjY2tR0rBW7L2K-Z1qcpYFW2r976L8ZWRnJW4D2dCX6wljrwW8PkpLZ4ZB2GNW39llsc4LDS7KW6m58SW1lf0mMW8f6Rt42wn2GkW95s5hH587kQ9W4C5MML6P925tW7WrDrH6vfQk9W3QpNrT3-fHvyW23vy5r8TP8rwW3bBRGJ2tz64ZW2S7fKb604PRrW5P2S3Z48xxbgW3C1qVT704M95W4bScyd56hnhrf1CG6Vq04).
- [Leading Effective 1:1 Meetings Process template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3pdW3TsPWx5YW8rwW9fGhhw97ldgTW7-ThFB59NwVJW2BTxfQ1FyPmxW5vkNfn7lVxzrW6yQ8R016Y948VZ19_28RsbsVW2v6mQn3V_ZT8W7Z18cS2j_Zv0W8W2vHJ69ntHzW3LT-vJ3ZWKm8W8Kmld-8tTC0fW8RPydt7V3yPjW8QWbVv7_p3pjW6J0bNV2d-fnYW488MvC1HHm_mVKjDfK63z-2JW45_V7k7HRCs8VKhZRf7mP211W1ySRkD5K9gV9N75FvcBR2QzdW8GHGKt8g8gk3W47Jq7y7qbm69W4YYbZ44PHYx5W5MdRK56QXXfXW85pKSH3LwryNW2s93Wm7tdDtTW63gv8135Kz9-f8yw1Lb04).
- [Hiring Process Checklist template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3nnW80zWn53C62J-W2jZFvQ6F_zPZN84YJZYyRX68W5vdGhY5vrxYnW98_gV02jzQ8HW4G0VCj7PgPlSW1D8hDV53Cs5TW9cMdsT2tt2kKVhXP6y5w7nhLW5JnCNv1NCdBtN2S82cBWNvByW32rXg6574C7CW2RWQnV4DN9XpW7l1vWg38rvzXW3Ldx7b7kN8gGW6VGgKF4CZ2RJW7Z_cW78ppmL6W2xrGsv8WpZ_DW6FLc9d6bKlHZVc69C81f--jNW2BThpm83DWN4W6J62Tj6fpYQ2W7Jjj596Sl9xDW1Rwbvx4rXbJvW1q-yps4JvZLQW2QRNnh6NSp7WW1P5XYD1rX8R3N58zRsKZSCfff3TPL8H04).
- [Email Management: Achieving “Inbox Zero” Process template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3lNW6b_j7g5tkgq1TsxRK3mw7v7N4zdvF86fM59W1Sdkfg2VcCwlVdMN2g8GgXw5W1KPVQV1MKx5sW3-LvX14mt2ZGW7w1qYs1wkkncW13TZsj6jjkbKW1bDz1h1bybgsW7dsnyY7Ymk_ZW8nW1JT4J-_wrW3B4qTD4K_1cgVngm0t98TxGMW5x1D6h23MsK3W3Q-22V1kxn4xW6YTpxp1qV2M0W4Y1dKb47qpTmVt8tw_1Rb3p5VjWWgx13xG42W8yPkz21vG96fW775nSS3KGnXNW7wdckZ128m77N6stQwkPv6BQW44D3bW86jK-kW5DwKv758Gb12W2DhXcS2GJYgtW7-TyN16Pylldf7QrFyF04).
- [New Customer Onboarding Process template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3lVW4pbll286VvsWN61_jkLmml3mW90Nsrr7y9BWVW73XRNf31qH20W923WmD63HScBW1Z5d-38L63jFW13MnpC302HG8N7Ql8CxCBSGSW41LW_j7TJYlBW1TPxLT5sDgg-W4-Vcq83bbBhWV-VxMg16pbJnW7RxnP82tCSDCW3Mj8Pr7YHrC0N70rSnkJVx9XV6sYDr79TV21W8f23vd6zNDT-W21Ybmn6Cjvc9W38GyJt3X14GJW7ByWYh3r-N2FN3wrSt6vJ7YCMj6QtT7spDGW7c6L_72PqdtqW1zK1vv7nlJ-pN6kXMSPglWh8N4K0ky-r0lB1W8751DX8MMjmwW6nKDKs44RFHff7DN1s404).
- [Facilitating Performance Evaluations Process template](https://ccfhp04.na1.hubspotlinks.com/Ctc/ZS+113/cCfHP04/VVK7dc6C9nhXW5W-Tbt8sQF67VBzM2_57gQRjN63y6p03qn9gW8wLKSR6lZ3nDW1HBvT9332k0YW2jJMNN2mk49cW1sK04_8-GySDN28pj-cG14_xW6QW3g92R3JGXW4Mdpl8124H78W8tggCh6k29FJW901ngN88kpqFW1yZf2f95XYt2N51jd7nbHmN7W85R8m56jCrMSW82rsHV1bbmb0W4wZPrS6xlV8xW6RQV2b2v8lrsW8vK86v7PBKMRVDRVx94XPTlxW28Hv5G41vKBFW8x09Ch6p96MBW2Mgy598X-XGFW6NM7DQ1JFFmkW59nVxk61s9dsW5Fn47B8FyPdVW70YgFl4hpRd2W4JLppY3STw46W5mq99b9gQpFSW96TlHs2tw2VKW33c4PH7bkhcXW6qJmJs35GWzkf4vBJ2s04).
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