Documentation FAQ

Process, Procedure and Training Documentation FAQs

Digital or print documents that can onboard new employees quickly, optimize efficiency, and support knowledge transfer and retention.

Investment results depend upon the type of documentation. Success Trek will work with you to develop three main types of documentation to reach your goals.

Documentation Type



Process Documentation

Outlines the steps necessary to complete a task or process and results in a Workflow Map or a Job Task Outline

Efficient workflows that reduce operational costs and create a more productive workforce

Procedure Documentation

Details the specific way to complete a task

Ensures that tasks are performed consistently – process and output quality are improved, saving time and labor power, reducing overall costs, and increasing transparency across your company

Training Documentation

Onboarding & Training Checklist, Training Manual (or compilation of “mini-manuals” or guides), and Job Aids (if needed)

A standardized training plan that ensures employees do not miss essential instructions and helps them to succeed


We will work with your Subject Matter Expert (SME) to focus on and become familiar with your culture, work processes, and job tasks. Success Trek will arrange Zoom® sessions for all meetings. Throughout the PP&TD development process, we maintain open communication with the SME and other stakeholders to ensure everyone agrees on the work progress.

The length of time to create documentation is highly dependent on the type of documentation (Process, Procedure, or Training) to be made, whether you have any current materials that we may use to jumpstart the process, and the availability of your Subject Matter Expert (SME) to work with our Technical Writer (TW) through the process.

Yes! Auditing or testing is one of our essential steps in creating Process, Procedure and Training Documentation. The auditing/testing process will help us to ensure we have developed the best documents for use by relying on “another set of eyes” from your organization to review and provide feedback. During this step, we will provide tools your assigned audit/test team members can use to track their progress and report feedback.

Success Trek will email you an electronic (PDF) copy of the final document. If requested, we will also arrange for printing & associated tasks – you are billed separately for printing & associated costs.

There are many ways to handle document modification after delivery. You can retain Success Trek to do the material modifications, handle them yourself, or anything in between. These extended services and any additional associated costs will be discussed with you during the project.

Complimentary Conversation

We are here for you! We may seem busy as bees; however, we are never too busy to help you and your business further succeed. If you, your organization or someone else could benefit from an outside perspective to clarify what is working well, what needs work, and how to go about it, we are here to listen.

In a 30-minute complimentary conversation, we can determine if we can help and if we are a good fit to work together. Thirty minutes may not seem like a lot, but we are skilled at fostering conversations to advance solutions that make sense for you and your organization.

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