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How To Create Process Documents, with Erik J. Olson


Episode #1300

Recently, Erik was asked on Instagram how to create process documents. Find out in this episode how to get started.

August 7, 2022

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Episode Transcript

Erik J. Olson (00:01):

How to create process documents. What is happening? I am Erik J. Olson. I got this question on Instagram, how to document processes and get started with that. And look, I honestly, I, I think it’s incredibly simple, incredibly simple. You just start doing it, you just start writing it down. So if there’s like any kind of process in your company, what you wanna do is just start with a blank piece of paper and just start documenting what you do. And if it’s not you, if you’re helping someone else, then sit next to them and be like, all right, show me what you do. And then they’ll be like, well, first I go to here and then you write that down, you know, you type it into the document and then they say, and then I do this. And then, and then just do that, like type, just document what you do first.

Erik J. Olson (00:47):

And then over time as it gets exercised more and more. And what I mean by that is you write it down the first time. And then the second time when you do it, follow the process and you’re gonna find all sorts of problems with what you wrote down. It’s not quite right. Or, Hey, there’s a more efficient way to do it. Or, or why do we do step one? When we do that again in step 17, why do we, why don’t we just get rid of step 17? You’ll find opportunities like that. And, and you’ll refine it over time. But the thing is like, just start by writing it down and Google docs or word or however you want to, like, there are, there are SAS companies, software as a service companies, you could pay money for a place to put all this stuff.

Erik J. Olson (01:28):

I’ve never used them. I’m sure they’re great. But I don’t think it’s that hard of a problem to solve really. Here’s, here’s what you need to solve the problem about process documentation and following it, there’s only one problem you need to solve one problem. And one problem only, and it’s discipline, right? So do you have the discipline in order to do it? Have you made up your mind to do it? Yes or no? If the answer is anything besides hell yes. Then you will find all sorts of excuses, all sorts of excuses to not do it. I don’t have the time. I don’t have the people. I have too many people. I have too much time. I don’t have the tools. I have too many tools, tools, the tools too expensive. I’m confused. I don’t wanna do it. I can give you a thousand reasons and I’m sure you can, you could create a thousand more.

Erik J. Olson (02:21):

If you don’t wanna do something, you won’t do it. Period. End of discussion. So do you have the discipline in order to make it happen? Yes or no. That’s really the only thing that matters here is having the discipline. So don’t get hung up on the tool, right? Don’t get hung up on how you just do it, just do it. You don’t need to write an article. You don’t even need to listen to this podcast episode to figured out, just start doing it. It’s like all things in business. Just start, just start. You don’t need to become an expert first, just start iterate as you go. You’ll get better and better and better over time.

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About The Hosts


  • Erik J. Olson is an award-winning digital marketer & entrepreneur. The Founder & CEO of Array Digital, he is also the host of the Journey to $100 Million Flash Briefing and daily podcast, and the organizer of the Marketers Anonymous monthly meetups.

  • Kevin Daisey is an award-winning digital marketer & entrepreneur. He started his first company when he was just 23, and is the Founder & CMO of Array Digital. Kevin is the also the co-host of the Journey to $100 Million Flash Briefing and daily podcast, and the co-organizer of the Marketers Anonymous monthly meetups.

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Website Design, Online Advertising, SEO, Social Media & Digital Marketing.
© Array Digital LLC