How Documenting Your Business Processes Can Make Onboarding and Training Easier

How Documenting Your Business Processes Can Make Onboarding and Training Easier


At the core of every business is the processes that you use. You perform these every single day, but have you ever taken the time to actually map them out and document them? Representing your workflow in this way offers a number of benefits for your business. One key benefit is that onboarding and training new employees becomes so much easier.

Representing Your Business Processes Visually

The best way to document your business processes is to do it visually. It’s much easier for a new staff member to understand the workflow from a diagram representation than a piece of text content. Business processes are basically mapped out in flow charts or variations of flow chart. A flow chart shows each step of a process in a square or other shape connected by lines or arrows. They illustrate how the task moves from start to finish.

Beyond the Flow Chart

Flow charts offer the most basic visual representation, but there are a few variations on this type of diagram that are useful for business processes.

  • The Swimlane Diagram. A Swimlane diagram shows a process from start to finish but divides it into “lanes.” These are columns for different stakeholders, facilities, departments, or resources. It shows more clearly who is responsible for which part of a task.
  • Value Stream Map. A value stream map is a more complicated diagram where the work doesn’t just flow one way but in all directions. It’s useful for complex tasks that require multiple departments and stages, or that might be modular.


Having a mix of videos amongst your documented processes can clearly explain the workflow when using certain software.  This can also speed up some of the smaller steps and extra information that needs to be included in each process.

Seek Feedback

Don’t document your business processes all alone. Seek the advice and feedback of other colleagues, especially if they’re the ones that are usually in charge of the process. You’ll also want feedback after documentation to make sure it’s clear and easy to understand.

Start with the Big Picture

When teaching new team members a process, you have to start by giving them the big picture view of the task. Explain where this task fits into your overall business and what specific goal it’s meant to achieve. At the beginning of the process, give them the resources and tools they need and what other preparations there are, if any. For your documentation, you may start with a brief summary that explains this.

Create an Archive of Resources

Create a manual of all your business processes and make it available to team members. Encourage them to refer to these protocols as they learn. It will take some time before the job becomes second nature to them.

Why You Should Document Your Business Processes

Documenting your business processes helps you to train new team members. But it can also help in other ways. By investigating each process closely, you can look at ways to streamline and improve, making your business more efficient. You can also look for ways to standardise, delegate, outsource, or automate, saving you more time and making life easier for everyone in your organisation.

Do you want to learn more about streamlining your business processes?

Book in a call today!