Process Library Guidelines

The Process Library defines the standards that govern how tools, templates, and documentation are used across The Offsite Co. These guidelines ensure consistency across teams, protect master templates, and create a shared system for organizing client information and operational materials.

Primary Owner: COO

Purpose: Establish clear standards for how templates, documents, workbooks, and communication tools are used across the organization so that all teams operate within a consistent and scalable system.

Trigger: Applies to all team members when using company templates, client workbooks, shared files, and documentation systems.

Standards

• Working With Templates
• File Naming Standards
• Event Workbook Standards
• Client Folder Standards
• Communication & Documentation Standards

Output

All teams consistently follow shared standards for templates, file naming, documentation, and client materials, ensuring the system remains organized and scalable.

Definition of Done

The Process Library is functioning effectively when:

• Templates are used correctly without modifying masters
• Files follow standardized naming conventions
• Event workbooks are used consistently as the planning source of truth
• Client folders follow consistent organizational structure
• Communication and documentation standards are followed across teams