Monthly Freebie Alert: Standard Operating Procedures Manual & Checklist

For this month’s freebie, I am sharing a manual and checklist for creating standard operating procedures. My hope is that it will be a practical resource that will help you get started in creating your own SOPs.

It can’t be said enough: SOPs will transform your business; especially if you have (or plan to have) team members as part of your company.

To access the freebie, you will have to opt-in to the email list but you will only have to do it once. After you sign up, you get access to all the future Friday Freebies, AND to the previous ones.

Let’s Talk About Back up Systems

You do have a back up system for your computer, right? It always surprises me how many people, including some smart and savvy coaches, who don’t have a back up system in place.

If you are one of those who don’t have any back up system in place, I highly encourage you to get going and put one in place. It is truly one of the most basic things you can do to protect your business.

A True Story:

Many years ago, I didn’t think I needed a back up system. Sure, I would save a few things on to my thumb drive or Dropbox, but had no real system in place. Then, unexpectedly, the unimaginable thing happened. My computer crashed. Went kaput. Totally died.

I was able to retrieve a lot of the important things, and thankfully, I didn’t lose anything too serious that was business related. But, I still lost A LOT. And, I was never able to recover those files I lost. Some of them were pictures of my son, which isn’t terribly important, but saddened me, never the less.

AND, it was a wake up call. I put several backups in place! Thus, when my previous to this computer started crashing on a regular basis (had the computer over 8 years!), I was covered. Yes, it was a royal pain every time it crashed; however, I never lost a single file.

Believe me, you may think backing up your computer is a waste of time. It isn’t. And, it doesn’t have to take any time. You can set it up so the back ups happen automatically. You may not think it will happen to you, but it can. So be prepared.

How to Back up Your Files:

At a very basic level, have all of your files saved to Google Drive or Dropbox – or both. It may be redundant, but I have all my files (business and personal) saved in both Google Drive and Dropbox. That way, if you can’t access one of the for some reason, you can hopefully, access the other.

If you don’t want to use Dropbox or Google Drive, there are other storage options such as One Drive. Just pick at least two to start saving your files.

Secondly, consider using an online backup service such as Carbonite or Mozy. PC World has a great review of the best online services available. If you need a budget friendly service, PC World recommends Backblaze which is only $5 per month.

Finally, you really want to be safe, consider using a desktop backup program. Again, PC World has a great post with the best desktop backup programs, several ones that are free.

Really, if you use the free options, there are NO EXCUSES for not backing up your files! Doing so will save you from a lot of problems and headaches if (dare I say, when) your computer crashes.

And, guess what? If you don’t want to take the time to research and set up a backup system, it would make a great task to pass on to your team. 🙂


P.S. On a completely different note, I want to give you a heads up that effective March 31, 2019, I will be discontinuing my Done For You Services. If you aren’t ready for full-on OBM services, but could use some help in your business, now is a good time to get that help. If you are DFYS client at the time the services discontinue, you will be grandfathered in and stay a client, but no new DFYS clients will be taken on after March 31, and the number of clients I will be taking on is limited, so don’t wait, if you are interested. 🙂

Creating SOPs: Where to Start?

Over the last few weeks, you learned what an SOP is, why you need one for your business, and where, when, and how to create an SOP. Today, I want to make some suggestions to help you start creating you SOP.

Creating SOPs Where to Start?

If you look at your busy, successful coaching business, and feeling overwhelmed, knowing you need to create SOPs for your business doesn’t help you in getting them written!

Where in Your Business Should You Create SOPs?

The honest answer: It depends.

Which part of the business makes you the most overwhelmed? Which part of the business are you most ready to hand over to someone else? Which part of the business takes the less time or work?

Personally, I like to encourage clients to start small and start with a task that is short, easy to document, and something you are willing to delegate to someone else. However, sometimes it is more prudent to begin creating an SOP for an area of your business that may be neglected or that may directly affect your bottom line such as your customer on-boarding process.

The most important areas of your business are marketing, (potential & current) client care, and the Administration/Operational tasks. Therefore, you should pick one of those areas, choose a task that is short and repeatable, and lay out the standard operating procedure for that task. Or, of course, have your OBM or VA create the SOP for you.

Okay? Great! Now it is time for you to take a little time to decide on what area of your business you want to focus on, pick your first task, and get the SOP documented! Go…