I've noticed something interesting over years of teaching: most people can understand English perfectly fine… until they have to explain how something is done. That's the moment they freeze.
Describing a process or procedure in English isn't about fancy vocabulary. It's about structure and the right building blocks. If you work in an international environment, giving clear instructions or explaining a workflow is probably part of your daily life. Let's make it easy for you.
Here's a simple, three-step method I use with my students.
Step 1: Use Sequencing Words (Your Road Map)
The most common mistake is jumping straight into details. "You push the button and then the file opens but first you need to log in and if it doesn't work you restart." That's hard to follow.
Start by mapping your process with simple sequencing words. Think of them as signposts for the listener.
- First / First of all / To begin with — for the starting point.
- Next / Then / After that — for what comes after.
- Once this is done / When X is ready — to show a step depends on a previous one.
- Finally / Lastly / The final step is — to signal the end.
These words give your listener structure. They know where you are in the sequence at all times.
Step 2: Use the Passive Voice (It's Perfect Here)
The passive voice gets a bad reputation in English writing. But for describing processes, it's your best friend. Why? Because processes are about what happens to things, not who does it.
Compare these:
- Active: "Someone enters the data into the system."
- Passive: "The data is entered into the system."
The passive version is cleaner. It deletes the unnecessary "someone" and focuses on the action itself. For most workplace procedures, the person performing the action isn't important. The step is.
Here's the simple formula for the passive voice: Subject + be (in the correct tense) + past participle
- "The order is received by the warehouse."
- "Then the package is sorted by zone."
- "Finally, the invoice is sent to the client."
Don't overthink it. If you can use "is done", "is created", "is processed", you're already 90% there.
Step 3: Keep It Specific, Keep It Short
A good procedure is not a story. It's a recipe. Each step should be one clear action. If you find yourself using "and then" multiple times in one sentence, break the sentence apart.
Don't say: "You open the application and then click on the settings menu and you find the option called 'Preferences' and then you check the box next to 'Auto-Save'."
Say this instead: "First, open the application. Next, go to the Settings menu. Find the 'Preferences' option. Finally, check the box next to 'Auto-Save'."
Short sentences are easier to follow. They also make you sound more confident in English.
Putting It All Together: A Real Example
Let's imagine you need to explain how your company processes a customer refund. Here's how it sounds when you combine all three steps:
"To begin with, the customer submits a refund request through the portal. Once the request is received, it is reviewed by the support team. After this first review, if the request is approved, it is forwarded to the finance department. Then, the refund is processed within three business days. Finally, a confirmation email is sent to the customer."
Notice the structure: sequencing words + passive voice + short sentences. Clear, professional, and easy to understand.
Quick Checklist Before You Explain Anything
Before you start speaking or writing, ask yourself these three questions:
- What is the first action? (Start here.)
- What is the logical sequence? (Use sequencing words.)
- Who or what receives each action? (Use the passive voice if the "doer" is obvious or unimportant.)
That's it. A three-question cheat sheet for describing any process in English.
Test Your Own Skills with English Measure
Explaining processes is a skill. The more you practice, the more natural it becomes. If you want to know where you currently stand — in reading, listening, writing, or speaking — take our free English level test at English Measure.
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