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Process Document

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
8 · US Letter
Style
Minimal
Difficulty
Beginner
Updated
October 30, 2026

Every page (8)

Overview

A process is hard to improve or audit until someone writes down what really happens. This template documents a process in eight pages: a title block with owner and scope, a layered process map, the steps in detail, a RACI matrix with one accountable person per step, inputs and outputs, a control register and a status page with measures.

The sample describes a fictional purchase-to-pay process at Pennyroyal Group, with a 9 day cycle time, 86% first-pass yield, a 2% match tolerance and a £4,000 approval limit. Replace the process name, redraw the flow with the people who do the work, fill the RACI row by row and swap in counts from the last three months.

Useful for

  • An operations analyst documenting a current-state process before an improvement project
  • A finance team preparing process and control evidence for an internal or external audit
  • A process owner training new staff on who does what, and how exceptions are handled

What's included

  • Title block with owner, version and status, plus before-and-after figures and the case for change
  • Layered process map and a single-invoice path with day counts
  • Steps page with a four-step flow and an exceptions route
  • RACI matrix with defined roles and exactly one accountable person per step
  • Inputs, outputs, scope and assumptions in a side-by-side comparison
  • Control heat map, process measures and open actions, plus a make-it-yours guide

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Name your process, owner, trigger and end point in the title block, and cap the scope at one start and one finish.

  3. 3

    Redraw the process map from a walk-through with the people who do the work, including the exceptions route.

  4. 4

    Fill the RACI row by row, replace the sample figures with counts from the last three months and update the controls.

  5. 5

    Delete the guide page, then share the document with the process team.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this process documentation template free?

Yes. Make a copy in Google Docs at no cost and edit the map, steps, RACI and controls in your own Drive.

Are the company, people and figures real?

No. Pennyroyal Group, its people and every figure are fictional sample content. Replace them with your own details before sharing.

Can I use it for processes other than purchase to pay?

Yes. Purchase to pay is only the worked example. The layers, RACI, scope table and control register suit onboarding, order fulfillment, claims or any repeatable process.

  • #process-documentation
  • #process-map
  • #raci-matrix
  • #purchase-to-pay
  • #controls
  • #operations
  • #google-docs-template

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