How to Write an SOP Efficiently for Your Small Team

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Special delivery! Our Founder, Layla, went LIVE to build an SOP from scratch where she answered questions and provided her best tips around SOP creation and management.
Here's what we'll cover:
00:00 We'll be starting soon
04:11 Welcome
05:41 How to Write an SOP
07:45 Phase 1
09:10 Phase 2
09:31 Phase 3
10:02 Connect SOPs to a Scoreboard
10:49 Choose SOP Topic
12:03 Fill in Phase 1 Details
27:48 FiIl in Phase 2 Details
30:50 Phase 3 (Review Details)
32:14 The (Forever) Final Step
36:55 Final Q&A
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[@LaylaPomper]

We ran out of time for the pro tips I wanted to share...so I figured I'd type them out for good order! #1 Plan for 5-20 minutes (or preferably less) per round. #2 Have the doer write the process, even if that means using an interview. #3 Have fresh eyes review the process. Ideally, a different human. #4 Do it (or pretend to) to improve realism #5 Prioritize ease of retrieval over ease of creation. #6 Have one spot for your SOPs! ...if you'd like me to expand on these, let me know in a comment. I'd be happy to do a follow-up live (or something else fun!) to dive deeper if it's helpful. 🤗

[@jonathanjames5516]

This is so helpful. I've just been asked to create SOPs for a newer department, and have been struggling to find a template that's been easy to follow and easy to put together. The walkthrough at the end was the most helpful part

[@LaylaPomper]

Glad it was helpful! If you ever want to check out our SOP worksop you can join our waitlist here -> processdriven.co/services/sop/

[@goteamwinkler]

This was so helpful! I forget sometimes that creating SOPs is a process and once-and-done type task.

[@LaylaPomper]

Yes! Creating the initial SOP is just the first step. It grows and evolves as people adjust and maybe even find better ways to do it! I'm glad this was helpful :)

[@profitfromsocials5228]

Quick question about the start, stop, and steps. Are the steps like the overall arching ideas you take to document the sops? E.g. My SOP is How to write, schedule and publish content on social media Steps will be Research content ideas using the template for a customers pain point Write using Google doc and proofread with Grammarly Schedule in metricool Will that be correct?

[@LaylaPomper]

Hey! That's a great start! As you do it you can break it down more as needed :)

[@user-if1pi9pd2m]

Thanks for all the videos, very informative.. Need a small help - How to know that the written SOP is too long and needs to broken into sub SOPs? (for e.g. a big SOP for recruitment could be broken into - SOP for identifying candidates + SOP for interviews + SOP for reference check + SOP for on boarding)

[@LaylaPomper]

Ah! Yes, I see where you are coming from. I'd highly recommend joining our SOP in a Day™️ workshop! We dive into all things SOPs during this time. processdriven.co/services/sop/

[@profitfromsocials5228]

Okay so if I was the person creating the SOP's for the client and I have just completed the first step. Waiting out to start the second step will delay the turnaround time. What do you suggest as best practice?

[@LaylaPomper]

Excellent question! The SOP is the recipe for a successfully completed process. If you have a process where multiple people are responsible for different steps, I recommend breaking out the process into tasks and setting the Due dates for each record based on the average turnaround time.

[@AndrewHormanDru]

At 6.13 minutes, what software are using that popped up in the background? Probably be useful to mention this

[@LaylaPomper]

Hey! We use Streamyard to stream live to KZbin which allows us to move the screen around like that. Please let me know if you meant something else!

[@profitfromsocials5228]

Where can I find the template and structure framework ?

[@LaylaPomper]

Hey! This template is available inside of our program, ProcessDriven Foundations! processdriven.co/services/membership

[@yoelorue9662]

Layla dropping bombs as always my friend. Which video shows how to link the SOP to a ClickUp task please?

[@LaylaPomper]

Hey! This may be helpful: processdriven.co/documentation/advanced-documentation/how-to-build-sops-in-clickup-and-the-3-parts-of-a-great-sop/