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Creating Useful Process Manuals and Documentation

Learn how to create well-written process manuals and determine the appropriate documentation necessary.

For-profit, not-for-profit, public sector, private sector, and businesses of all shapes and sizes depend on multiple processes to function smoothly. Capturing the various business processes can help companies identify inefficiencies, implement changes, and provide a uniform understanding of how a process works and who is involved. A process manual(s) for employees establishes guidelines and protocols for all major values, actions, and decisions of a department or organization. The document compiles information about a specific process(es) by detailing the necessary steps and serves as a reference guide. Having this information in writing helps ensure that workflows are operating according to guidelines, provides a structure for process management, and assists with knowledge transfer when employees change roles or when training new hires. From defining consistent standards to improving business performance, there are many reasons to document processes. During this training, you'll learn how to create well-written process manuals and determine the appropriate documentation necessary to make your manual straightforward and clearly understood. This training can save you countless hours of writing and rewriting in an effort to eliminate ambiguities and reduce confusion regarding expectations among your teams. Plus, you'll see a direct influence on the behaviors of each member of your team by utilizing accurately written and documented, inclusive policies and procedures.

65 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

A Process Manual by a Different Name

  • What Is a Process Manual?
  • Types of Process Manuals
  • Differences Between Policies and Procedures

The Stages of Developing a Process Manual

  • Identify Need and Audience
  • Development
  • Writing

Writing the Manual

  • Basic Tips
  • Structuring Procedures
  • Readability

Benefits of a Process Manual

  • Sets Expectations
  • Increases Internal Communication
  • Ensure Company Compliance

Questions and Answers, Final Thoughts

  • Questions
  • Final Thoughts
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Why Lorman?

Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on August 24, 2023.

Call 1-866-352-9540 for further credit information.

  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     

MP3 Download

No credit available.

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Why Lorman?

Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Cheryl Grazier, M.S.I.D., M.P.A.

Cheryl Grazier, M.S.I.D., M.P.A.

Cheryl Grazier Training and Consulting, LLC

  • Principal of Cheryl Grazier Training & Consulting LLC, which offers customized learning and development programs designed to increase the leadership and management capability of individuals, teams, groups, and organizations
  • Over 20 years of business experience in both the public and private sectors as a trusted advisor in the areas of culture change, strategy implementation, program management, and team and leadership development
  • Has worked in a variety of industries, including communications, government agencies, governmental contracting, and real estate
  • Passionate about developing people skills and leadership capabilities for individuals and specializes in exposing people‚Äôs hidden aptitudes and talents, which enables those individuals to develop their known and recently found strengths and abilities
  • Presents outstanding programs in the areas of leadership development, interpersonal communication skills, conflict management, performance management and conduct issues, and change management
  • Holds several industry certifications, including MBTI, DISC, and FIRO-B
  • Licensed as a real estate broker in both Missouri and Florida and holds a real estate instructor license in Florida
  • Can be contacted at [email protected], 904-392-3427, or https://cherylgraziertraining.com
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Why Lorman?

Over 36 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 410845
Published 2023
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