Unlocking Business Efficiency: The Power of Process Documentation and Onboarding with Jen Bergren

Catalyst Sale Podcast

Jen Bergren is an expert in process documentation and operations, with a strong focus on helping organizations become more efficient. She’s passionate about simplifying processes, improving onboarding experiences, and ensuring that organizations can operate smoothly and creatively through thoughtful documentation. Jen is a key voice in operational strategy and process improvement, especially in remote and asynchronous work environments.

3 Key Quotes:

1. "If you follow a process, you can be even more creative and more innovative."
2. "Start small... don’t try to document your entire sales process the first time."
3. "The fear is that documenting will take time, but not doing it wastes more time in the long run."

Jen dives into the importance of process documentation and its impact on business efficiency. She discusses overcoming the resistance to documenting procedures, how to prevent overcomplicating processes, and the benefits of strong onboarding. Her insights focus on creating clarity and efficiency, which helps teams operate more effectively.

The Find My Catalyst Podcast is brought to your by Catalyst A.C.T.S.

Find your Catalyst at https://www.findmycatalyst.com/

5 Key Takeaways: 1. Start Small with Documentation

• Begin by documenting smaller, routine tasks to build the habit.
• Focus on processes that occur frequently to improve quickly.
• Avoid overwhelming yourself by trying to document everything at once.

2. Process Documentation Improves Creativity

• Having clear, repeatable steps frees up mental space for creative problem-solving.
• Following a structured process reduces time spent on routine tasks.
• It creates room for innovation without the burden of repetitive decisions.

3. Efficient Onboarding Creates a Self-Service Culture

• Clear documentation empowers new employees to find answers independently.
• A structured onboarding process reduces the need for repetitive questions.
• It helps remote and asynchronous teams operate smoothly without constant hand-holding.

4. Avoid Overcomplicating Processes

• Get early feedback from peers to ensure processes are clear and simple.
• Document only what's necessary—efficiency comes from eliminating unnecessary steps.
• Continuously improve processes without adding unnecessary complexity.

5. Operations People Are Key to Success

• Operations often work behind the scenes but are vital to keeping everything running.
• Recognizing their work can prevent burnout and improve company-wide efficiency.
• Encourage transparency and collaboration by elevating operations roles in the organization.

Find Jen on LinkedIn - https://www.linkedin.com/in/jenbergren/