When To Create SOPs
June 6, 2023
This episode covers when you should create SOPs for your business and our experiences working with them. 1:27: Have you ever had to hand over your business to someone else? Two different businesses, agency and consulting shop. One-on-one training, one-on -one training. The mid-2000s, when solopreneurship almost imploded. The danger of doing it too early.
6:13: The importance of having a plan. One of the biggest misconceptions about SOPs. The importance of documenting processes. Three levels of resources, advanced, intermediate and outsourced. Separating tasks by role.
11:06: Do you have sops for certain roles or do you have them for every role? Sops for certain roles or for every role. Maintaining two systems.
13:06: How do you do the risk vs. reward of this? Ditching a project management tool in Google suite.
Documenting processes informally.
16:52: Never say never, never. Never say never, never say no. Simple, simple, simple.
21:30: How do you hand over a project to your team? Creating a sop video to hand over tasks. Creating a checklist for each task.
23:38: Steps to add to your marketing campaign. Steps added at the beginning of every marketing campaign. Hiring an operations manager.
27:01: What’s the middle layer in your business? The progression of SOPs, starting with the CEO. Sops for education and agency businesses. Different level of project management for a product than an agency. Book Recommendation: E-Myth revisited.
31:03: When you have a million dollar client, they’re not going to let you choose your sops. No sops for a million dollar client. What to do every day during search marketing.
Topics Covered In This Episode:
- How to know when is the right time to create SOPs for your business processes (Don't do it too early or too late. Find the Goldilocks moment when you have a proven process and enough people to benefit from standardized procedures.)
- Keep your documentation simple. Adopt a minimum viable approach to SOPs. Focus on essential task lists or checklists rather than overly detailed plans. Tailor your documentation to different roles and use videos or screen recordings to transfer knowledge effectively.
- Balance risk and reward: Delegate tasks while considering the potential risks. Foster a culture of trust and continuous learning. As your team grows, add an operations manager or department head to ensure consistent quality and project management.