The Playbook
Step 1: Choose the right workflows
Start with tasks that repeat weekly and cause the most friction when they go wrong. Pick three that touch customers, money, or deadlines.
How to do it: List your recurring tasks and rank by frequency, risk, and
time spent. Select the top three as your first SOPs.
Proof: People stop asking for ad hoc help on these tasks. Errors fall on the highest-risk workflows first.
Step 2: Map the steps
Make the invisible visible before you write instructions. A simple map prevents gaps and settles arguments with facts, not opinions.
How to do it: Draw inputs, steps, outputs, and checks in a quick flow. Note owners and tools beside each step.
Proof: Stakeholders agree on the real process in minutes. You find two or three hidden handoffs that caused delays.
Step 3: Write the SOP in one page
Keep it short so people use it. The goal is accuracy and speed, not prose.
How to do it: Use a fixed template: Purpose, When to use, Owner, Prerequisites, Steps 1–7 with checks, Common errors, Done criteria. Use short verbs and screenshots only where needed.
Proof: New teammates complete the task on the first try. The SOP fits on one screen and loads fast on mobile.
Step 4: Set naming and version rules
Clean names and simple versions keep the library trustworthy. People need to know which document is the latest.
How to do it: Use a scheme like SOP. Store files in one shared folder with view access for all and edit access for owners.
Proof: No duplicate or stale files appear in search. Reviews reference the same document across channels.
Step 5: Publish, train, and improve
Ship the SOPs where work happens and get fast feedback. Improvement is part of the process, not a one-time event.
How to do it: Post the link in the team channel, pin it, and run a 20-minute walkthrough. Add a feedback line at the top: “Report issues to [owner] with a screenshot.”
Proof: Adoption shows up in usage and fewer questions. Each SOP gets small edits that remove confusion within the first two weeks.