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Embrace The SOP

Published 
1 December, 2020

Embrace the SOP

An excerpt from an article written by Jeremy Biron

Courtesy of forcast.ly

Once you identify the tasks that are essential to your success, write a Standard Operating Procedure (SOP) for everything in your business. Sounds daunting, right?

There are two big advantages to creating SOPs:

  1. You can more clearly define exactly what needs to be done for each task. This is useful whether you’re completing the task or delegating it to someone else.
  2. SOPs allow you to easily transfer responsibility with fewer questions and less back and forth over what needs to be done. If you hire additional team members, SOPs are a huge help for getting people onboard and up-to-speed quickly.

What is the best way for you to transfer information? Don’t like writing? Try screen recordings of your tasks and sending them to a virtual assistant (VA) who can write a SOP. Here at Forecastly, we record all tasks using Camtasia and then have a VA turn the video into a written SOP for all team members to use. One team member is assigned to the SOP and is responsible for editing the document once it is received back from the VA. Of course, you could also have recordings that serve as SOPs, especially if you are explaining how a software works.

Here are four elements to consider before getting started on SOPs that your team will actually use, as outlined by Sweet Process:

  1. Motivation- Know what drives your team members. How can you create processes which intrinsically motivate them to perform well?
  2. Different Mediums- Know the learning styles and preferences of your team members so that you can create resources that work for them.
    1. Written (paired with visuals)
    2. Video
    3. Audio
  3. Big Picture Mindset- Keep employees on the same page as you by communicating the bigger picture goals of your business. Why do these processes need to happen the way they do?
  4. Ownership- Give your employees ownership of procedures so that they feel empowered to make decisions and put forward their best work.
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