Process Documentation

Document your core processes where you already run EOS

Get your Processes out of your head (and messy docs) into a dedicated Process tool connected to the rest of your EOS implementation. Create your core processes and subprocesses in Strety, get them Followed By All, and connect to Rocks, Measurables, and ongoing execution.

Process organization overview in Strety, with search tab, core processes, AI suggestions, and process phases + Process! book by Mike Paton and Lisa Gonzalez

Create your core processes — and get them Followed By All

Process organization icon by Strety

Organize sub-processes under core processes so your team sees how everything connects

Process phases icon by Strety

Track each process through EOS phases — Identify, Document & Simplify, Package, Train, Measure, Manage, Update

Overview of Processes in Strety, with callout reading "Core processes, organized in Strety"
Strety templates icon

Start from expert templates created by Process! co-author Lisa González — common core processes every company needs, ready to customize

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Generate processes with AI — describe what you need and get a structured starting point in seconds

Getting started on Processes in Strety, supported by Process Success with Lisa Gonzalez, with callout reading "Get a headstart"
Strety Accountability icon

Assign ownership per team, share processes across departments, and filter by owner to spot gaps in accountability

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Publish processes to your company-wide library with the correct Followed By All phase driving forward progress

Overview of linking processes to execution in Strety based on the Followed by All framework, with callout reading "Exclusive FBA framework"
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Attach Rocks and Measurables directly to processes so documentation stays connected to the goals driving your business

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Set automatic update reminders so processes never go stale, and create To-Dos from anywhere in the Process tool to turn documentation into action

Core Processes linked to Rocks and Measurables in Strety, for real execution, with callout reading "Process + execution together"
Lisa González Certified EOS Implementer with Process book, Followed by All quote by Lisa, and Strety branding

Built with the authority on EOS process documentation

We partnered with Lisa González — Certified EOS Implementer, co-author of Process! (the Traction Library’s definitive book on the Process Component), and process workshop facilitator — to build a tool that reflects how process documentation actually works in EOS companies. Lisa’s templates are built into the tool so your team can start with expert-informed structure from day one.

Frequently asked questions:
EOS Process Tools

Strety gives you a dedicated space to create, organize, and manage your core processes and sub-processes — right where you already run EOS. You can build processes from scratch, generate them with AI, or start from expert templates created with Process! co-author Lisa González. Each process tracks through standard EOS phases, connects to your Rocks and Measurables, and can be published company-wide with version history.

Core processes represent your handful of high-level processes — the ones EOS asks you to identify, document, and get followed by all. Inside each core process, you add sub-processes that break the work down into the specific workflows your teams actually follow. Sub-processes can be owned by different teams but still roll up to the core process the leadership team owns. You can also create standalone processes that aren’t attached to a core process and attach them later when you’re ready.

Yes. Any process can be shared with other teams in Strety, so departments that co-own a workflow — like sales and customer success — can both view and edit it. The process still has one owner, but shared teams get full access. When you share a core process with a team, all of its sub-processes become visible to that team as well.

When a process is ready for the company, you publish it to your company-wide process library — a read-only view visible to everyone in the org. Published processes can be printed to PDF. Each time you publish an update, Strety saves a new version so you can see what changed, when, and who published it. You can view and compare previous versions anytime from the version history.

Both. Strety includes built-in templates developed with Lisa González, co-author of Process! — common core processes that most companies need, ready to customize. You can also generate a process with AI by describing what you need, and Strety will create a structured starting point you can edit from there.

You can attach Rocks and Measurables directly to any process or core process, so your documentation stays tied to the goals and metrics that drive execution. This means your process work isn’t sitting in a vacuum — it’s connected to the same Rocks your team is tracking in their L10s and the Measurables on their Scorecards.

Strety sends automatic update reminders on a cadence you set so processes never go stale between quarterly updates. You can also create To-Dos manually from anywhere inside the Process tool — from a core process, a sub-process, or a step — so action items stay connected to the documentation that generated them.

More to Explore

Profit Leak Calculator and Wasted Leadership Time from Lisa González, Certified EOS Implementer, and Strety branding

How much does it cost to lack Process? Check out Lisa’s Profit Leak Calculator to find out.

EOS software Strety HR Core Processes client feedback: "Strety has really been a game changer for our company" for blog

How a Dinner in Denver Led Us to Build Process in Strety 

EOS software Strety HR features as an official EOS licensee software, including: The Accountability Chart, The People Analyzer, Culture Checkup, Quarterly Conversation, L10 Meeting, V/TO, the Organizational Check Up

Ready to learn about more Strety features?

Want to see how Strety helps your Processes get Followed By All?

Book one of our experts for a product walkthrough that will help you learn how we manage core processes.