Guides
How to write, format and roll out SOPs that people actually follow.
- GuidesHow Often Should SOPs Be Reviewed? A Review Schedule That SticksA review schedule a small team can actually keep: how often to review each kind of SOP, what should trigger a review early, who does it, and the steps of a review that does not eat a week.
- GuidesProcess Improvement: How to Fix the Way Work Gets DoneProcess improvement means changing how work is done so it is faster, cheaper or more reliable, then making the new way the normal way. Here is a seven-step method, the main methodologies in plain English and a worked example.
- GuidesRACI Matrix: What It Is and How to Make One That Gets UsedA RACI matrix says who does each task, who owns the result, who is asked first and who is told after. Here is how to build one, a template you can copy, worked examples for a small business and the mistakes that make most charts useless.
- GuidesHow to Create an Employee Training Plan, Step by StepAn employee training plan says what someone needs to learn, in what order, from what material and by when. Here is how to build one for a role, a template you can copy and the mistakes that make most plans fade after week one.
- GuidesProcess Mapping: How to Map a Business Process, Step by StepA process map is a picture of how work actually moves from start to finish: who does what, in what order and where the decisions are. Here is how to choose a map type, map a process with the people who run it, and turn the map into SOPs people can follow.
- Guides30-60-90 Day Plan for New Hires: A Template and Three ExamplesA 30-60-90 day plan sets what a new hire should be able to do by day 30, 60 and 90. Here is a template you can copy, three filled-in examples and the review questions for each check-in.
- GuidesHow to Cross-Train Employees: A Step-by-Step Plan and Skills MatrixCross-training means a second person can do each critical task before you need them to. Here is how to build a skills matrix, choose what to cover first, train a backup from a written procedure and keep the cover from fading.
- GuidesHow to Delegate Tasks Effectively, and Make the Handoff StickMost delegation fails at the handoff, not because of the person. Here is how to choose what to hand off, how much authority to give, a one-page brief to copy and a 30-day plan for letting go.
- GuidesHow to Systemize Your Business So It Runs Without YouSystemizing a business means the recurring work gets done the same way whoever does it, without the owner in the middle. Here is how to map your systems, choose where to start, build each one and keep them alive as you grow.
- GuidesKnowledge Transfer Plan: How to Keep What an Employee KnowsWhen someone gives notice, you have about two weeks to move what they know into a form the next person can use. Here is what to capture first, a day-by-day schedule and a template you can copy.
- GuidesHow to Get Employees to Follow SOPsWhen people skip the procedure, the cause is usually the procedure or the system around it, not the person. Here is how to diagnose which, and eight fixes that get SOPs used.
- GuidesNew Employee Onboarding Checklist for Small BusinessesA copyable onboarding checklist from signed offer to day 90, split by phase and by who does each item, plus how to turn it into a repeatable process instead of a one-off scramble.
- GuidesHow to Create an Operations Manual for a Growing BusinessAn operations manual is the single place that explains how your business runs: who does what, how each recurring job is done and what to do when something breaks. Here is what to include, an outline to copy and how to build it in stages.
- GuidesHow to Create a Training Manual for Your BusinessA training manual is a set of short procedures in the order a new person needs them. Here is how to build one for a role, what to include, an outline to copy and how to stop it going stale.
- Guides10 SOP Examples Across Common Business FunctionsTen condensed SOP examples covering hiring, payroll, invoicing, sales calls, client onboarding, publishing and support, plus what makes each one work so you can adapt them.
- GuidesHow to Get the Business Out of the Owner's HeadIf every question ends up with you, the business lives in your head. Here is how to find that knowledge, get it out by talking rather than writing, and hand the work to your team.
- GuidesHow to Document Business Processes: A Complete GuideA complete, practical guide to documenting how your business runs: what to document first, four ways to capture a process, how to write and organize it, and how to keep it accurate.
- GuidesHow to Write an SOP for Your Business (With Template)A practical, step-by-step method for writing a standard operating procedure your team will actually follow, with a worked example, a template and the mistakes to avoid.
- GuidesSOP Format: Structures, Sections and ExamplesChoose the right SOP format for the task in front of you. Four structures compared, the standard sections explained, and short examples of each you can adapt.
- GuidesSOP vs Process vs Work Instruction vs Policy: The DifferencesPolicies, processes, SOPs and work instructions answer different questions at different levels of detail. Here is what each one is, how they fit together and when you need which.
Point every process the same way
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