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What is an SOP?
Standard Operating Procedure
Document that orients team members to a task or project
Includes all the steps needed to accomplish a task or complete a project
Why do you need SOPs?
To get all team members on the same page
To save time when hiring
To streamline your process
To give clear instructions on a task if you aren’t able to complete it yourself
What do you need in an SOP?
Goal: What is the purpose of this task or project in your business?
Related Documents: Are there any folders or other documents need to link to?
Clear instructions: What is the exact process you use to complete this task or project?
Include all information: Are there any insider definitions or processes you need to include?
How do you write an SOP?
Complete the task yourself and write down every single step you do, even the small ones
Consider recording your self go through the process and then write down everything you do
Go back through the SOP and organize the steps
Re-write the steps as if you were telling someone who has no experience with a business at all
Have someone proofread the SOP and tell you if they understand the process
SOP Dos and Don’ts
DON’T overthink it
DO write down every step
DON’T use insider or industry-specific jargon
DO write clearly and succinctly
DON’T use weird naming conventions
DO use consistent naming for your documents
