Recently, Petra Coach presented a webinar, Incorporating a Process Culture into Your Business with Chris Ronzio.

You can find the full recording below.

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Top Takeaways

About Trainual

Since the launch of Trainual, people from over 25,000 companies logging in from 193 countries documented millions of policies and processes.

Book Recommendation: The Business Playbook by Chris Ronzio

Do It. Document It. Delegate It.

3 Important Principles

Principle #1:

Don’t write the way, until there’s a right way.

  • 50-80% of the processes in your business should be documented.

Principle #2:

If you don’t capture their knowledge, you are renting their salaries.

Principle #3:

To grow, you much let go.

  • If you can’t let go/delegate, you can’t take on new responsibilities.

Where to Get Started

Your Company Profile

What to Document First:

  • Welcome to the Company
  • Mission, Vision, Values
  • Founding Story
  • Company Timeline
  • Your Menu
  • Your Business Model

Who’s Who and Who Does What?

“Whatever you do, just don’t do what I do.” -Montell Jordan

Business Translation: Everyone has their “front of the stage” tasks in every position in the company, and everything else is just support

Fill Out Your Responsibility Matrix

  • Each day, week, month, quarter and year
  • Last 2 weeks of sent mail
  • Calendar review
  • Other apps

The Rules of Your Workplace

  • Legal Policies
  • Benefits
  • Cultural Norms
  • What exists at your company that might be strange at someone else’s company?

If you’re looking for more unique ideas for your organization:

Doing Things the Same Way Every Time

Where to Start First:

  • What is done most often
  • What is done by the most people
  • What are you handing off next?


  • Don’t document alone
    • Process owners
    • New hires
    • Cross-departments

Want more content like this? Chris is one of the guest speakers for our upcoming Ascent Event! Register your team today!

Looking for more learning opportunities? Register for our upcoming workshops & webinars today!