Process Documentation Guides & Tools
By Lisa Gonzalez, EOS Implementer® and co-author of Process! (The EOS Mastery Series). Updated October 26, 2026.
Free guides, templates, and tools to document your core processes and get your team to follow them. Start with a guide, grab a template, or read the book. Everything here is built to keep process simple and usable.
Start here
- How to Write SOPs Your Team Will Actually Follow. The seven steps to documentation that gets used.
- Free Process Documentation Templates. Copy-paste worksheet, SOP template, scorecard, and rollout checklist.
- What Is the EOS Process Component? The foundation, in plain language.
Guides
- How to Identify Your Core Processes. Agree on your handful of core processes in one session.
- How Many Core Processes Should a Business Have? The number, and why it holds as you grow.
- How to Use the EOS 3-Step Process Documenter. Identify, document and simplify, package.
- Process vs. Procedure vs. Policy vs. SOP. The working definitions, with examples.
- Why Employees Don’t Follow Processes or SOPs. The six real reasons, and how to fix each.
- How to Get Employees to Follow Your Processes. The rollout plan: who owns adherence, how to train, and how to measure it.
- How Long Should an SOP Be? The page count that works, and when to go longer.
- How to Systemize Your Business. Build a business that runs without you.
- The Hidden Cost of Weak Processes. What weak process really costs, and how to calculate it.
- How to Choose an EOS Implementer. What to look for and the questions to ask.
- When Is EOS Right for You? How to tell whether your company is ready for EOS.
- Finding the Right EOS Implementer for Your Team. Every Implementer is qualified, so judge on fit.
- EOS Implementer in Denver, Colorado. Front Range sessions in person, nationwide by video.
- How to Roll Out a New Process. The rollout sequence that gets a new process adopted.
- What Is a Process Owner? Who owns a process, and what the role actually requires.
- Process Success for Construction Companies. Core processes, subcontractor handoffs and closeout for residential and commercial contractors.
Running on EOS, with or without an Implementer?
- How to Strengthen the EOS Process Component. The eight steps, in order, and what one quarter looks like.
- How to Self-Implement the EOS Process Component. A one-quarter plan for teams running EOS on their own.
- Process Consultant vs. EOS Implementer. What process consulting is, how it differs from EOS implementation, and when each fits.
- We Run on EOS But Still Depend on One Leader. Why it happens, what it costs, and how to rebuild processes so the team does not need you.
Free tools
- Process Documentation Templates. Four templates you can copy and adapt today.
- Profit Leak Calculator. Find what weak execution is quietly costing you.
- Free First Chapter of Process! Read the opening chapter, no purchase needed.
The book
- What Is Process! About? The summary, key takeaways, and FAQ.
- Order Process! The EOS book on the Process Component.
Work with Lisa
- Process Consulting for Large Companies. For companies with $50M+ in revenue, 200+ employees, or more than one location.
- EOS Implementation. Run your business on EOS with Lisa as your Implementer.
- For EOS Implementers. Where to send a client, and the Affiliate Program.
- EOS Implementer Process Workshop, February 8, 2027. Watch the Process tool taught live at a client Quarterly. Free, sponsored by Strety.
From the blog
- What is a Business Process?. The plain definition, and how a process differs from a task.
- Process is Everywhere. The work your team repeats is already a process, written down or not.
- Do You or Your Team Have a Love-Hate Relationship with Process?. What the resistance is telling you, and what to do about it.
- Understanding Your Why is The Foundation of Process Success. Teams follow a process when they know what it is for.
- Getting Process Buy-In From Your Team. How to bring people along instead of handing down a binder.
- Clarity is Kind, Part I: Nice Leaders and Accountability. Being kind and holding people accountable are the same thing.
- Clarity is Kind, Part II: Feedback, Quarterly Conversations, and Reviews. The rhythm that makes feedback ordinary instead of rare.
- Leadership Communication and Team Accountability. Regular communication rhythms are what move goals forward.
- Train and Retain: Conquer the Forgetting Curve with Spaced Learning. Why one training session does not stick, and what does.
- Socks and Success: Coach John Wooden's Lessons in Process Management. What a coach teaching sock technique says about standards.
- From First Dates to Forever: How Process Builds Long-Term Business Success. Consistency is what turns a first impression into a relationship.
- Finish Q4 Strong. Where the last quarter quietly leaks time and profit.
- The Secret Tool That Will Exponentially Impact Change. The simple lever that makes a change hold.
Frequently asked questions
Where should I start with process documentation?
Start by identifying your core processes, then document the one or two that cause the most pain using the SOP template. Keep each to a few pages so it actually gets used.
Are these resources free?
Yes. The guides, templates, calculator, and first chapter are all free, with no sign-up required to read them.
Do these only work for companies running on EOS?
No. They follow the EOS Process Component approach, but they work for any small or mid-sized team that wants more consistency.
Do I need an EOS Implementer to use these?
No. Self-implementing teams use them as their Process Component guide. Teams working with an Implementer use them between sessions.
Want help applying any of this with your team? Book a discovery call.
