Pick the right process to document first
- It happens often: weekly or more.
- Mistakes cost something: money, a customer, or rework.
- Only one person really knows it, or it's done differently every time.
Good first picks: opening/closing, new customer intake, quoting, invoicing, scheduling, or onboarding a new hire.
Build your SOP
Tips for an SOP people actually use
- Keep it to one page. If it's longer, split it into two processes.
- Have the person who does the job write the first draft, then have someone else follow it exactly.
- Store it where the work happens (shared drive, CRM, or posted at the station), not in someone's inbox.
- Set a review date. A wrong SOP is worse than none.
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This tool is a starting point. Liberty Smart helps businesses and organizations turn it into a working system through our Strategy & Operations work.