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.

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…