How to document and operationalise your core business processes

Executive overview

Most businesses have core processes but never write them down, so results are inconsistent. The 3-Step Process Documenter from EOS fixes this by giving teams a repeatable method to identify, document, and package their processes.

Document once, then drive consistency through training, measurement, and accountability.

The three steps: identify, document, package

1. Identify — name the 6–10 core processes running in your business (HR, sales, customer support, operations, finance).
2. Document — for each process, use the 20-80 rule: capture the 20% of steps that drive 80% of the outcome. Add sub-bullets describing what success looks like at each step. Keep it simple — not 700-page manuals.
3. Package — store processes in a digital repository everyone can access. Each person must know who owns what.

Getting processes followed by all

• Train everyone who touches each process.
• Measure process outputs on a scorecard to confirm they're producing target results.
• Manage people to the process — no exceptions, including top performers and visionaries.
• Update processes continuously so the team always follows the best current method.