WHY DOCUMENT?

DO your own research on how to find solutions to any issues we may have.

DOCUMENT all the processes that you have found for a new SOP or update an existing SOP with new information as they come.

DELEGATE the new or updated SOP to the team member responsible for that tasks.

For all new issues that needed to be fixed, make sure that you document everything and create your own how-to videos.

<aside> <img src="/icons/new-alert_purple.svg" alt="/icons/new-alert_purple.svg" width="40px" /> NOTE: Not all SOP will be done by you.


Everyone is responsible for their own duties and responsibilities and each and everyone will be held accountable to create the SOP for their assigned tasks.

One of your duties as the SOP gatekeeper is to remind everyone to document, update and maintain the respective SOPs for all tasks assigned to them.

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DO IT

As the COO, you are the point of contact for the team to help unkink any knots in the system.

You are responsible to make sure that all the systems and SOPs have been adhered to and followed by all.

Any bottleneck the team encounter, you will have to research how to find the solutions on how to fix it, and fully understand the process involved.


DOCUMENT IT

Once you have fully understood the steps that are involved for any new tasks or troubleshooting an error to an existing SOP or task, you will need to document it by creating the steps and processes necessary to rectify the issue at hand.

When documenting any SOP, the first thing you need to do is to create a step-by-step Loom (or Scribe) video showing how it’s done.


DELEGATE IT

Share the new SOP to the whole team via Slack and delegate it to the team member that is responsible for that SOP.

Make sure to tag all team members even if they are not directly involved, it is a great practice to cc: everyone about any processes you have so they are aware of any changes and how these changes may affect their job.


SOP Library

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SOP Template

SOP - [TITLE OF SOP]

PURPOSE


A paragraph explanation of what the SOP is for.

For example:

To ensure that the CEO’s inbox is managed, that emails are dealt with independently and that only vital emails are flagged with the CEO.

POLICY


Things that must be abided by when this task is carried out and having them listed as bullet points. If there are any other documents that need to be linked to that are needed to carry out this SOP, you can add them here.

For example:

PROCESS


A numbered overview list of the steps to carry the task out.

  1. (Step 1)
  2. (Step 2)
  3. (Step 3)
  4. (Step 4)
  5. (Step 5)

PROCEDURE


Detailed steps on how to carry out the task including websites/links that need to be used to carry out the task. If any steps have any smaller steps within in them you can use an alphabet sub-list for those.

  1. (Step 1) Detailed instructions for step 1 including any links.
  2. (Step 2) Detailed instructions for step 1 including any links.
  3. (Step 3) Detailed instructions for step 1 including any links.
  4. (Step 4) Detailed instructions for step 1 including any links.
  5. (Step 5) Detailed instructions for step 1 including any links.

<aside> <img src="/icons/verified_purple.svg" alt="/icons/verified_purple.svg" width="40px" /> SOP INFORMATION

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