Process documentation template

Hours to write and review the set
32
Computed on this page from the inputs below
Cost of documenting the set
$1,920
Computed on this page from the inputs below
Hours saved every month
12
Computed on this page from the inputs below
Value of the saved hours each month at the author rate
$660
Computed on this page from the inputs below

Every figure on this page is computed from the inputs you enter, by the method stated below it. RunbookDesk supplies no constant from outside; the defaults are a worked example to replace with your own.

Your numbers

The figures above start from a worked example (32). Change any input and the answer updates as you type.

Download the Process documentation template worked example (CSV)

This costs a set of process documentation and shows when it pays for itself. Enter the processes to document, the average steps in each, the hours to write and review one, the author's and the reviewer's loaded rates, how many times the processes run each month and the minutes each run saves once it is documented, and the page returns the hours to write and review the set, what that costs, the hours saved every month, their value at the author's rate, the months to payback and the pages the finished set will run to. Documentation is an investment with a return; this is the return, from your own figures.

The cost is the hours, at the rates of the people who do it

Eight processes at three hours of writing and an hour of review is thirty-two hours, and at your author's and reviewer's rates that is a figure the business can see. Most documentation projects are never costed, which is why they are never finished: the hours are borrowed from other work and nobody knows when the borrowing ends. The page prints the hours and the cost so the project is a decision rather than a drift.

The return is minutes per run, times runs

Six minutes saved on a process that runs a hundred and twenty times a month is twelve hours a month, and at the author's rate that is the return. The page keeps the saved minutes as your own estimate rather than supplying one, because the honest number differs enormously between a process that is currently improvised and one that is merely undocumented.

Payback in months is the number that orders the work

The cost divided by the monthly value is the payback, and the page prints it in months. A set that pays back in two months should be written this quarter; one that pays back in three years should be a single page or not written at all. Run the tool once per candidate process and the order of work falls out of the payback column.

Process documentation template: common questions

Is this a free process documentation template?

Yes: the hours, the cost, the saving and the payback are computed here for free with no account, and you can print the plan. RunbookDesk Pro turns it into the process documents with your company name on them, filed against each process, with the sign-offs, the versions and the export.

What does process documentation include?

The steps in the order they happen, the role at each step, the tool or system it happens in, the inputs and outputs, and the exceptions that most often break it. The page estimates the pages from the steps at a step a paragraph.

How do I estimate the minutes saved per run?

Time a run now, then estimate the same run with the steps written down in front of the person doing it. Where the process is currently reinvented each time, the saving is large; where it is merely unwritten, it is small. Put in your own figure and keep it honest; the payback is only as good as this number.

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