Processes

What This Section Covers

Processes is the foundation of operations. Every repeatable activity in an organization, from approving a purchase order to onboarding a new client, is a process. This section covers the vocabulary and tools for making those processes visible, measurable, and improvable.

The core concepts start with documentation: SOPs define how work should be done, process maps visualize the flow, and process documentation captures institutional knowledge before it walks out the door. Analysis tools like root cause analysis, fishbone diagrams, and the 5 whys help you find where processes break. Improvement frameworks like continuous improvement, lean operations, and BPM give you structured approaches to making them better.

How Entities Are Organized

Each concept below is a standalone entity page with its own guides, templates, and examples as children. SOP has a template and a checklist. Root cause analysis has a guide and a fishbone diagram template. Process mapping has an example page showing a real mapped process. The entity page teaches the concept; its children help you apply it.

Workflow concepts like approval workflows, content workflows, and escalation processes also live here. These are organizational process patterns, not personal productivity workflows. If the process involves multiple people following a defined sequence, it belongs in this section.