Write Your First Process

Write one task down so someone else could follow it.

Workbook
9 pages
About 90 minutes to fill in
Google Docs · Word · PDF

Making this yourself would take about 9 hours: working out the steps, writing the examples and setting it up in Google, Microsoft and PDF. It's done for you.

This document

Write Your First Process, all three formats

Systemization pack

This one plus 2 more Systemization documents

$15

The voice in this video is George's, made with AI.

What it's for

You do the same task again and again, and it usually goes well. You've caught yourself thinking, "if only someone else could do this part."

What you'll need: About 90 minutes of writing, plus one real job to test on. A pen, your phone (for notes or voice memos), and if possible a friend or family member willing to try your instructions. Nothing to buy.

Pairs well with

Where the Business Still Depends on You (choose which task to write first)
Exceptions and Quality Checks (handle the "but what if" cases)
Your Customer Flow (see where the task fits)

What you'll leave with

One task chosen on purpose: proven, repeating and worth writing down.
Clear edges: where the task starts, where it ends, and what it leaves out.
Short, numbered instructions written for someone who has never done it.
A test on a real job, with every gap found and fixed, and a named owner for the outcome.
A one-page My First Process sheet you can copy for the next one.

Look inside

Sample page from Write Your First Process. Page 2: Set the Edges. — Page 2: Set the Edges.

Sample page from Write Your First Process. Page 3: Catch the Steps While You Do It. — Page 3: Catch the Steps While You Do It.

How to use it

Work through the steps in order. Each one has a worked example and space to write your own answer.

Choose the Right TaskPick something proven and repeating.
Set the EdgesDecide where it starts, where it ends, and what it leaves out.
Catch the Steps While You Do ItNote the steps on a real job, not from memory at a desk.
Write It So Someone Else Could FollowWrite for a smart person who has never done it and can't call you.
Test It Without Your MemoryHave someone try it on a real job, then fix the gaps.
Name Who Owns the OutcomeOne person who makes sure it's right, even if that's still you.
Tools That Help HereSee the free tools that help.
Do It With AIUse the prompts to turn rough notes into clear steps.
Keep the Page TrueUpdate it whenever the job changes.
My First ProcessFill in your finished page.

Tips

Record a voice memo while you do the task. It catches the steps you do without thinking.
One good process, tested and working, is worth more than twenty nobody uses.
Test it more than once. The questions usually stop by the second or third try.

Three formats, one purchase

Google DocsMake a copy in your Google Drive and type straight into it.
Microsoft WordDownload and fill it in on your computer.
PDFPrint it and fill it in with a pen.

Systemization pack

Also in the Systemization pack

3 documents in all

Workbook9 pages
Exceptions and Quality Checks
Handle the unusual cases and add small checks where mistakes happen.
About 9 hours to make yourself
$7See what's inside
Workbook9 pages
Where the Business Still Depends on You
See what only works because you're there, and loosen it first.
About 9 hours to make yourself
$7See what's inside

Ready to start?

Pay once, keep it, and download it as often as you like.