Process Documentation Guides & Tools
By Lisa González, Certified EOS Implementer® and co-author of Process! (The EOS Mastery Series). Updated September 11, 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 SOPs. The four real reasons, and how to fix each.
- 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.
- 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.
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 Success Advising. Process consulting for leadership teams.
- EOS Implementation. Run your business on EOS with Lisa as your Implementer.
- For EOS Implementers. Process Success facilitation training.
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.
Want help applying any of this with your team? Book a discovery call.
