Process Documentation Template for PMs

Start with the three processes that cause the most confusion, inconsistency, or onboarding friction. Ask the team: "What process would you struggle to explain to a new hire?" That answer points to the highest-value documentation target. Common starting points are feature request triage, PRD workflow, and launch coordination.

Detailed enough that a new team member can follow it without asking questions. The test is simple: hand the document to someone unfamiliar with the process and ask them to execute it. Where they get stuck, the documentation is insufficient. Where they do not, it is adequate.

In the same wiki where the team already works. If your team uses Notion, put process docs in Notion. If Confluence, use Confluence. Do not create a separate "process documentation" system. The documents should be one click away from where work happens. Link each process from your [Product Ops Playbook](/templates/product-ops-playbook-template) table of contents.

Three tactics: (1) Involve the team in writing the documentation so they feel ownership. (2) Reference the documentation during onboarding so new hires learn the process from day one. (3) Review compliance quarterly and discuss deviations in retrospectives. If the team consistently deviates, the documentation might be wrong. Update it. ---