Standard Operating Procedure (SOP) Guidelines are something many business owners struggle with but having them in place for your business is crucial. I’ve outlined the benefits in having an SOP library and in this deck we’ll tackle the guidelines and I’ll share our own templates to help you on the road to operational excellence (it’s a long road – but one that adds value to your business and makes life so much easier for you!).

1. Standard Operating Procedure (SOP)
Start turning
your business
into a smooth
operating
machine
with our
Guidelines for Small Business

2. The Benefits of SOPS

3. Your business owns all your IP
not you, not your team

4. If you or a team
member is away
others can easily fill in

5. Identify areas to systemise and improve efficiency,
adding value for your business

6. Team members understand expectations for each task
and know the WHY behind what they do

7. Free
Downloadable
Templates
SOP MASTER
SOP Template

8. Free Guide: How to Automate &
Systemise your Business
Learn how to prepare your business for growth
and maximise its productivity, profitability and
efficiencies.
Download your free guide here.
#worksmarternotharder

9. Your SOPs

10. Step 1
Review
Record regular tasks in the SOP
Master you downloaded
Review and rank each task in
order of importance
Identify who will be creating
each SOP
Set a goal for how many SOPs
will be created, by when.

11. Step 2
Document
As tasks are completed, create
and save using SOP template
Link to these SOPs from your
SOP Master
Document the SOP as you’re
performing each task
Update SOP status in your
master, you’re ready to test!
Use a mixture of text, sreen-
shots and video

12. Step 3
Testing
Find someone to test each SOP
Get them to perform the task
using the SOP as their guide
Get feedback on areas of
weakness of confusion
Update SOP following feedback
Preferably someone not
familiar with the task!
Update status in SOP Master

13. Step 4
Analysis
Diarise your reviews, check …
hyperlinks, instructions,
usability, up to date, version
Get feedback on areas of
weakness of confusion
Is the process best practice?
Update SOP Master with review
date

14. Analysing Best Practice
Identify if there are areas of the procedure that can be
automated to increase efficiency using technology.
e.g. are you using tools such as Zapier or IFTTT to
add notes to calendars, recurring tasks in your
project management system or updating your CRM.

16. A Final Word
As mentioned in our article how to
transform your business from successful
to amazing, in documenting your systems
and procedures you’ll clearly
identify risks both in terms of ‘stuff ‘ not
getting done (or getting done in time) and
inefficiencies across your business

17. Free
Resources
TALK TO JUSTINE ABOUT HOW OUTSOURCING
COULD HELP TRANSFORM YOUR BUSINESS