Tag: Workflows

Streamline your operations with efficient workflows that improve productivity and results.

  • Design Your Weekly CEO Workflow for Maximum Focus: Proven Strategies to Enhance Leadership Productivity

    Design Your Weekly CEO Workflow for Maximum Focus: Proven Strategies to Enhance Leadership Productivity

    Every CEO knows how easy it is to get lost in endless meetings, emails, and urgent tasks that never seem to stop. A well-designed weekly workflow is the key to clearing the chaos and helping leaders focus on what matters most. Building clear routines and blocking time for strategic work can help CEOs drive real progress without burning out.

    When leaders plan their week with purpose, they set the tone for their teams and create space for critical decisions. This approach allows them to stay ahead, align goals, and keep distractions under control.

    Key Takeaways

    • Clear structure and routines boost CEO productivity
    • Focused planning helps leaders reach their goals
    • Tracking and tools support steady team progress

    Understanding the Weekly CEO Workflow

    A CEO sitting at a desk in a bright office, organizing a weekly planner with a workflow chart displayed on a board behind them.

    CEOs and solopreneurs need a clear system to organize their week so they can focus on business objectives. Knowing what matters most—and the challenges that can get in the way—is essential for maintaining clarity and progress.

    Defining Key Responsibilities

    A CEO’s main job is to drive the company toward its goals. This often means setting strategy, making big decisions, and keeping the team aligned. Each week, CEOs must review priorities, manage high-value tasks, and track progress on business objectives.

    Many leaders use tools like time blocking to dedicate certain hours to key activities. For example, a CEO might spend Monday mornings on deep strategy work and set aside blocks for team meetings and problem-solving. This structure helps them focus and avoid distractions.

    It’s also important for CEOs and solopreneurs to schedule time for reviewing data and making sure everyone understands what is most important.

    Common Challenges for CEOs

    CEOs and solopreneurs often have more tasks than time. They may struggle with constant interruptions, meetings that run long, or not knowing which task is most urgent. Without a clear plan, it’s easy to lose focus and fall into a reactive mode.

    Other challenges can include unclear goals, poor communication with the team, and not enough time set aside for strategic thinking. Reaching business objectives requires setting priorities and saying no to low-impact work.

    To manage these challenges, many CEOs use lists, schedules, and regular check-ins. Templates, planning frameworks, and clear routines can help CEOs and solopreneurs stay organized and focused throughout the week.

    Establishing a Structured Weekly Schedule

    A clear weekly plan helps CEOs focus their attention and energy where it matters most. By setting up structure around their calendar, they can avoid distractions and respond better to changing priorities.

    Strategic Time Blocking Essentials

    Time-blocking involves dividing the weekly schedule into specific chunks for different activities. This can include deep work, meetings, strategic thinking, and even buffer zones for unplanned tasks. Each block is dedicated to a single purpose to lower interruptions and context switching.

    Successful CEOs often reserve morning hours for focused, high-priority work. Afternoon slots can be used for meetings or collaborative tasks. Using digital tools like calendars or scheduling apps can help with task management and visibility.

    A sample time block table:

    TimeActivity
    8–10 a.m.Deep work/project
    10–11 a.m.Meetings
    11–12 p.m.Admin tasks
    1–3 p.m.Strategic planning
    3–5 p.m.Team collaboration

    Blocking time ensures space for both planned tasks and quick response to urgent matters. It also supports better work-life balance by including personal priorities.

    Selecting High-Impact Tasks

    Choosing the right tasks is a major part of weekly planning. CEOs need to focus on high-impact activities that drive business goals forward and avoid being caught up in busywork. A simple method is to list all possible tasks and mark those with the greatest strategic value.

    Time-blocking can then be used to schedule these top priorities into the week first. Tasks should be specific, measurable, and connected to larger objectives—often following the SMART criteria. Delegation is also important for low-impact or routine tasks.

    Visual tools like dashboards or checklists help CEOs track progress and stay aligned with their goals. Regularly reviewing and adjusting the planned priorities ensures the weekly schedule remains effective and focused on results.

    Goal Setting and Prioritization Frameworks

    Setting clear business goals and choosing which tasks matter most helps CEOs focus and work smarter. A reliable system makes sure time and energy go where they have the biggest impact.

    Setting and Reviewing Business Objectives

    CEOs start with setting specific, measurable goals that match the company’s vision. Using frameworks like SMART (Specific, Measurable, Achievable, Relevant, Time-bound) helps turn ideas into clear action steps. These goals are tracked and reviewed every week to watch progress.

    They often use a goal planner or digital dashboard to keep everything organized. This allows leaders to see what’s working and where changes are needed. Reviewing objectives regularly supports problem-solving and helps spot new strategic priorities quickly.

    Weekly reviews also keep teams aligned. When everyone knows the main objectives, they can connect their daily work with the bigger company goals.

    Effective Task Prioritization Methods

    Prioritizing tasks means identifying which actions will have the highest impact on business growth. CEOs often use the Eisenhower Matrix, dividing tasks into four boxes: urgent/important, not urgent/important, urgent/not important, and not urgent/not important.

    A simple task list might look like this:

    PriorityExample
    High-impactLaunch new product feature
    MediumTeam check-in
    LowOrganize files

    Time-blocking is used to prevent distractions, reserving slots for high-priority work only. Breaking tasks into smaller parts also helps leaders solve problems faster and avoid feeling overwhelmed.

    Staying focused on strategic priorities keeps CEOs from getting stuck in low-value busywork. Regularly adjusting the priority of tasks makes sure efforts support the week’s biggest goals.

    Maximizing Productivity and Focus

    To get more done as a CEO, it is important to use focused work strategies and manage mental energy. This means planning for both periods of concentration and short, planned breaks to maintain engagement and avoid burnout.

    Leveraging Deep Work Principles

    Deep work means spending uninterrupted blocks of time on important tasks. CEOs can get more done by blocking off calendar time for key projects and turning off notifications during these periods.

    A good way to start is by picking only 1-2 high-value tasks each day and committing solid focus to them. Use tools like time-blocking apps or a physical planner to schedule deep work sessions.

    Protecting these blocks of time is key. Let team members know when you should not be disturbed. During deep work, put away distractions like phones or extra tabs.

    Focusing deeply for even one to two hours at a time can often be more productive than a full day of multitasking.

    Incorporating Regular Breaks

    Taking regular breaks helps the mind stay fresh and focused. Research shows that short pauses every 25-30 minutes, such as using the Pomodoro technique, improve both efficiency and engagement.

    Breaks should involve stepping away from the workspace. Simple activities like stretching, walking, or just getting a glass of water can recharge energy levels. Avoid checking work emails or messages during breaks to fully rest your mind.

    CEOs often find that after a real break, it is easier to return to deep work and maintain productivity throughout the day.

    Streamlining Meetings and CEO Updates

    Efficient meetings help CEOs focus on high-value work, while well-crafted updates keep teams aligned and informed. Adopting clear structures for both meetings and updates boosts employee engagement and transparency.

    Optimizing Meeting Cadence and Format

    The right meeting schedule keeps teams connected without wasting time. CEOs should avoid back-to-back meetings and set aside specific days for deep work and strategic thinking. Using a booking page or shared calendar lets team members book slots easily, reducing long email threads.

    Time-blocking helps CEOs reserve parts of their week for critical meetings and uninterrupted work. Making weekly executive meetings a habit, with short “pulse checks” on business health, allows leaders to act fast if urgent issues arise.

    Tips for Running Effective CEO Meetings:

    • Set clear agendas and outcomes for each meeting
    • Limit attendees to those who are essential
    • Stick to scheduled start and end times
    • Document decisions to ensure accountability

    Encouraging open discussion but staying focused helps support both productivity and team engagement.

    Crafting Impactful CEO Updates

    CEO updates are important for sharing progress, goals, and important changes. They keep employees informed and encourage transparency. Updates should be short, consistent, and tailored to the audience.

    A weekly update template can include:

    SectionPurpose
    Company highlightsShare wins and milestones
    Key prioritiesCall out upcoming focus areas
    ChallengesOpenly address problems
    Employee shoutoutsRecognize strong contributions

    Using a regular update flow provides a familiar check-in point. This makes it easy for staff to stay engaged and know what matters most.

    Enhancing Team Collaboration

    Leaders can improve team results by creating reliable ways to share feedback and by making sure communication tools are easy to use. Tools and routines that support open engagement help teams work more smoothly and avoid misunderstandings.

    Establishing Feedback Loops

    A strong feedback loop allows team members to quickly share what is working and what needs to change. CEOs should set a regular time each week for team check-ins or short meetings. These meetings help people discuss successes, challenges, and next steps.

    Consider using simple feedback forms or digital surveys to gather honest opinions. Anonymous responses often lead to more open and accurate engagement. Leaders should review feedback in a timely manner and show they value new ideas by acting on good suggestions.

    Posting a summary of the feedback and planned actions helps teams see that their input matters. This builds trust, supports team collaboration, and encourages ongoing improvement.

    Improving Communication Channels

    Clear communication channels help teams work together without confusion. Choosing easy-to-use digital tools, such as group chats or shared task lists, keeps information organized and accessible.

    A team chat group can handle quick updates and casual check-ins, while scheduled video meetings are better for complex issues. Sharing documents or tasks through platforms like Google Drive or Trello allows all members to view and contribute as needed.

    Setting guidelines for when and how to use each tool keeps communication focused. This makes sure everyone stays engaged and avoids missed messages or duplicated efforts.

    Tracking Progress and Measuring Success

    A CEO’s workflow is most effective when progress is tracked and outcomes are measured with clear criteria. Reliable methods for monitoring execution help identify what is working and what needs to be improved. Setting up useful feedback systems keeps productivity and focus high.

    Utilizing KPIs to Assess Outcomes

    Key Performance Indicators (KPIs) give CEOs concrete data to evaluate how team efforts are meeting company goals. Choosing the right KPIs is crucial. Common KPIs include:

    • Revenue Growth
    • Customer Retention Rate
    • Project Completion Rate
    • Employee Satisfaction Scores

    These metrics turn progress into numbers, making organization-wide execution much easier to track.

    A simple table or dashboard can display weekly updates:

    KPITargetCurrentStatus
    Revenue Growth+5%+3%Off target
    Project Completion108Slightly behind
    Employee Satisfaction85%88%Exceeds target

    Reviewing this data weekly helps leaders recognize trends early and focus resources where they are most needed.

    Reviewing and Adjusting the Workflow

    Reviewing the workflow each week gives CEOs a chance to see what activities actually drive progress. Looking at missed milestones or unmet KPIs reveals if certain tasks or processes are missing the mark.

    Adjustment can involve:

    • Re-prioritizing high-impact tasks
    • Delegating differently
    • Changing meeting structures
    • Modifying time blocks for focused work

    Teams benefit from honest discussions and regular updates to the workflow. By openly reviewing results, small fixes can be made before issues grow larger.

    Utilizing Tools for Workflow Optimization

    Effective workflow optimization relies on the right digital tools and strategic integration. Adopting strong project management software saves time, keeps tasks organized, and makes it easier to focus on priorities.

    Choosing the Right Project Management Tools

    Selecting a project management tool is an important decision that affects time management and team productivity. CEOs benefit most from tools that are easy to use, flexible, and support collaboration. Features like task lists, calendar views, and automation help reduce errors and eliminate unnecessary steps.

    When comparing options, consider:

    Tool FeatureWhy It Matters
    Task TrackingKeeps projects on course
    AutomationCuts out repetitive work
    CollaborationImproves team visibility
    CustomizationAdapts to unique projects

    Most leaders find that evaluating how a tool fits into their current workflow—before fully committing—leads to better results. Compatibility with other apps can also improve daily operations.

    Integrating Notion, Trello, and monday.com

    Three of the most popular tools for workflow management are Notion, Trello, and monday.com. Each platform offers unique strengths:

    • Notion: Combines documents, databases, and task management all in one space. This makes it easy to keep key information and action items together for maximum focus.
    • Trello: Uses boards and cards for a simple, visual way of tracking tasks. Its drag-and-drop interface helps users move through weekly goals without confusion.
    • monday.com: Provides customizable workflows with visual dashboards. Teams can automate repetitive steps, assign deadlines, and monitor progress in real time.
  • Creating a Client Onboarding Process That Builds Loyalty

    Creating a Client Onboarding Process That Builds Loyalty

    First impressions matter. For service businesses, a structured client onboarding process for small business operations isn’t just a nice-to-have — it’s essential. A strong onboarding experience sets the tone for your relationship, builds trust quickly, and paves the way for long-term loyalty.

    Let’s explore how to design an onboarding system that is smooth, scalable, and strengthens every client relationship from day one.

    Why Client Onboarding Matters More Than You Think

    Clients form their opinions about your professionalism and capability almost immediately. An effective onboarding process ensures that:

    • Clients feel valued and informed
    • Expectations are set clearly from the beginning
    • Communication is streamlined
    • Project timelines are met more reliably

    When done well, onboarding reduces misunderstandings, boosts client satisfaction, and often leads to repeat business and referrals. Operational improvements like these can significantly impact your bottom line.

    Core Elements of a Winning Client Onboarding Process

    1. Welcome Packet or Kickoff Email

    Send a professional welcome email or packet that includes:

    • A brief thank you message
    • A project overview and timeline
    • Next steps and immediate actions needed from the client
    • Key contact information

    2. Clear Contract and Scope of Work

    Formalize expectations by providing detailed contracts and scopes of work. This avoids confusion later and reinforces your credibility.

    Tip: Use e-signature tools like OpenSign, DocuSign, or PandaDoc to make contract signing seamless.

    3. Onboarding Questionnaire

    Gather important client information upfront. Useful topics include:

    • Company background
    • Goals and KPIs
    • Preferred communication methods
    • Important deadlines

    Tools like Typeform or Google Forms make collecting this information easy.

    4. Scheduled Kickoff Call or Meeting

    A live discussion helps:

    • Establish rapport
    • Review the project scope
    • Align on timelines and deliverables

    Pro Tip: Create a reusable kickoff call agenda template to standardize your process.

    5. Client Portal or Centralized Hub

    Give clients a dedicated place to:

    • Access project updates
    • View files and deliverables
    • Track timelines
    • Communicate with your team

    Platforms like Notion, Trello, or Basecamp are ideal for setting up client workspaces.

    Practical Tips for Smoother Onboarding

    • Automate repetitive tasks. Use CRM tools like HoneyBook or Dubsado to automate follow-up emails, invoice generation, and task assignments.
    • Document your process. Create a clear internal SOP (Standard Operating Procedure) for onboarding to ensure consistency.
    • Personalize where possible. Even small touches like a handwritten thank-you note or customized welcome gift can have a big impact.
    • Set boundaries early. Define your communication windows and project scope up front to avoid scope creep.

    For more guidance on building strong systems, check out my business planning services.

    Example: Simple Client Onboarding Workflow

    Here’s an example of a basic client onboarding workflow for a small service business:

    1. Contract Sent & Signed: Automated through your CRM.
    2. Welcome Email Sent: Includes next steps and onboarding questionnaire link.
    3. Onboarding Questionnaire Completed: Client submits key details.
    4. Kickoff Call Scheduled: Within 3-5 days after signing.
    5. Client Portal Access Granted: Invite sent after the call.
    6. First Deliverable Timeline Confirmed: Timeline shared inside the portal.

    Each step reinforces communication, builds confidence, and prevents misalignment.

    Tools to Simplify Your Client Onboarding Process

    • Dubsado: Full CRM with onboarding workflows
    • HoneyBook: Invoicing, contracts, and project management
    • Trello: Visual project management boards
    • Notion: Flexible client portals and documentation
    • Typeform: Client intake forms
    • Zoom: Virtual kickoff meetings

    Ready to bring clarity and structure to your business? Schedule a free discovery call →

  • Systems Every Solo Founder Needs by Year Two

    Systems Every Solo Founder Needs by Year Two

    Building a business as a solo founder is a remarkable journey—but without the right systems in place, growth becomes difficult and burnout inevitable. By the end of year two, having essential systems for solo founders can mean the difference between scaling confidently and stalling under pressure.

    Below, we’ll walk through critical systems every founder should have across finance, operations, and marketing, along with recommended tools and expert tips to strengthen your foundation.

    Financial Systems

    Managing cash flow, expenses, and planning for growth must be second nature by year two.

    1. Bookkeeping and Accounting

    • Tool Recommendation: QuickBooks, Xero, or Wave Accounting
    • Key Actions:
    • Set up monthly reconciliations.
    • Categorize expenses for tax preparation.
    • Review profit and loss statements quarterly.

    Pro Tip: Automate expense tracking by connecting your bank accounts directly to your accounting software.

    Related resource: Learn how a strategic business plan can strengthen your financial clarity.

    2. Budgeting and Forecasting

    • Tool Recommendation: Float, PlanGuru, or even a custom Google Sheets dashboard
    • Key Actions:
    • Create a 12-month rolling forecast.
    • Allocate budgets by function (marketing, R&D, operations).
    • Run “what if” scenarios quarterly.

    Operational Systems

    Without operational structure, it becomes impossible to scale your time and efforts.

    3. Standard Operating Procedures (SOPs)

    • Tool Recommendation: Notion, Process Street, or Trello
    • Key Actions:
    • Document repeatable tasks (onboarding, client communication, invoicing).
    • Update SOPs as you iterate and improve workflows.

    Pro Tip: Record yourself performing a task once; then use the video to create a written SOP.

    4. Project and Task Management

    • Tool Recommendation: Asana, ClickUp, or Monday.com
    • Key Actions:
    • Build a system for daily, weekly, and monthly planning.
    • Set clear deadlines and priorities.
    • Track progress on all client and internal projects.

    Related resource: See how operational consulting can help solo founders optimize workflows.

    Marketing Systems

    Consistent marketing efforts are essential for attracting leads without overextending yourself.

    5. Content Planning and Publishing

    • Tool Recommendation: Buffer, Hootsuite, or Later
    • Key Actions:
    • Create a 90-day content calendar.
    • Schedule posts weekly across core channels.
    • Repurpose content across blogs, social, and email newsletters.

    6. Lead Generation and CRM

    • Tool Recommendation: HubSpot CRM, Zoho CRM, or Pipedrive
    • Key Actions:
    • Centralize all leads and customer interactions.
    • Set up automated follow-up workflows.
    • Track pipeline stages and deal conversion rates.

    Mindset and Delegation Systems

    Finally, no solo founder can “do it all” forever. Start building systems for delegation and founder mindset.

    7. Time and Energy Management

    • Tool Recommendation: RescueTime, Toggl, or Clockify
    • Key Actions:
    • Audit your calendar and tasks quarterly.
    • Batch work into “maker” vs. “manager” time blocks.
    • Set and protect CEO time for strategic planning.

    8. Outsourcing and Virtual Assistants

    • Tool Recommendation: Upwork, Fiverr, or Belay Solutions
    • Key Actions:
    • Identify tasks under $25/hour and delegate.
    • Create onboarding guides for contractors.
    • Schedule regular check-ins with remote team members.

    Pro Tip: Start small—even offloading 5 hours a week can free up crucial time for growth activities.


    Ready to bring clarity and structure to your business? Schedule a free discovery call →

  • SOPs vs Checklists: When You Need One or Both

    SOPs vs Checklists: When You Need One or Both

    Building a resilient, efficient business often comes down to how well your team executes tasks. In small businesses especially, every misstep counts. That’s why understanding the difference between a SOP vs checklist for small business operations is essential. Knowing when to use each tool—and when to use both—can make or break your team’s productivity.

    Let’s break it down.

    What Is an SOP?

    A Standard Operating Procedure (SOP) is a detailed document that outlines how to complete a task or process from start to finish. SOPs cover the “what,” “why,” and “how” — ensuring consistency, quality, and accountability.

    Key characteristics of an SOP:

    • Step-by-step instructions
    • Context and background information
    • Required tools, systems, or permissions
    • Clear ownership and escalation paths

    Example: A small marketing agency’s SOP for onboarding new clients includes detailed steps for initial meetings, document collection, CRM updates, and welcome emails.

    What Is a Checklist?

    A checklist is a simple, often one-page list of tasks that need to be completed. It serves as a quick reminder, ensuring that no steps are missed in a repeatable process.

    Key characteristics of a checklist:

    • Bullet points or short phrases
    • Focus on task completion, not instructions
    • Designed for speed and consistency

    Example: A checklist for closing the office at night: lock doors, turn off lights, set alarm.

    Pros and Cons of SOPs

    Pros

    • Consistency: Ensures tasks are done the same way every time.
    • Training aid: New hires ramp up faster.
    • Risk mitigation: Reduces errors and compliance issues.

    Cons

    • Time-consuming to create: Building comprehensive SOPs requires an upfront investment.
    • Can become outdated: Without regular reviews, they may no longer reflect best practices.

    Pros and Cons of Checklists

    Pros

    • Fast to create and update: Quick to draft and adjust.
    • Boosts memory recall: Helps teams complete multi-step tasks reliably.
    • Easy to adopt: No heavy training needed.

    Cons

    • Lacks depth: Doesn’t explain “how” or “why.”
    • Not ideal for complex processes: Only suited for straightforward or well-understood tasks.

    When to Use an SOP

    Use an SOP when:

    • Tasks are complex or involve multiple decision points.
    • Mistakes have significant consequences (e.g., legal, financial, brand reputation).
    • You are training new employees on an unfamiliar process.
    • The process requires compliance with regulations.

    Example SOP use cases:

    • Client onboarding workflows
    • Financial reporting processes
    • Emergency response procedures

    Need help structuring your processes? Explore our Business Planning Services for expert guidance.

    When to Use a Checklist

    Use a checklist when:

    • The task is routine but still critical.
    • The user already knows how to perform the task but benefits from reminders.
    • You want a quick reference tool without overwhelming detail.

    Example checklist use cases:

    • Monthly social media post approvals
    • Office opening and closing procedures
    • Equipment maintenance checks

    Can You Use Both Together?

    Absolutely. In fact, many smart teams do. Think of an SOP as your “instruction manual” and a checklist as the “summary page” you can reference at a glance.

    Hybrid strategy:

    • Train with SOPs to build deep understanding.
    • Work with checklists to ensure daily consistency.

    Example: A small ecommerce business uses an SOP to train new employees on packaging orders, then gives them a simple checklist taped to the workstation for quick daily use.

    Quick Tips for Small Teams

    • Start simple: Build checklists for immediate wins while gradually drafting full SOPs for complex processes.
    • Prioritize high-risk areas: Document procedures where mistakes are costly first.
    • Schedule regular reviews: Set quarterly reminders to update SOPs and checklists.
    • Make documents accessible: Use shared drives or project management tools like Notion or Asana.

    For more advice on scaling your operations effectively, check out our Operations Consulting Services.


    Ready to bring clarity and structure to your business? Schedule a free discovery call →

  • Build a Simple SOP: Step-by-Step for Small Teams

    Build a Simple SOP: Step-by-Step for Small Teams

    If your team constantly asks how to do the same thing—or worse, does it differently every time—you don’t need better people. You need a better process.

    That process starts with a simple, well-written Standard Operating Procedure (SOP).

    SOPs help small teams reduce chaos, improve training, deliver consistent results, and free up the business owner from being the bottleneck.

    In this post, you’ll learn exactly how to write a simple, effective SOP—step-by-step—including structure templates, examples, and the tools I recommend for building a scalable internal knowledge base.


    What Is an SOP, and Why Does It Matter?

    An SOP is a documented process that outlines how a task or workflow is done, step-by-step.

    Think of it as a playbook entry. It ensures that anyone on your team can execute consistently—without needing to interrupt you or reinvent the wheel.

    SOPs Help You:

    • Onboard new team members faster
    • Delegate without micromanaging
    • Reduce errors and rework
    • Maintain quality as your business scales
    • Build repeatability into key parts of your operations

    In small teams, a good SOP is a multiplier: it turns your one-time effort into future efficiency.


    Common SOP Pitfalls (and How to Avoid Them)

    Before we build one, let’s address where most SOPs go wrong:

    ❌ Too vague

    “Run payroll” or “send newsletter” isn’t enough.
    Without clear steps, SOPs don’t reduce confusion—they just relocate it.

    ❌ Too complex

    A 20-page Google Doc is worse than no SOP at all.
    If it’s hard to follow or buried in jargon, it won’t be used.

    ❌ Not updated

    Your SOP should reflect how it’s done today, not how it was done 18 months ago.

    ❌ No owner

    Every SOP needs someone responsible for maintaining and improving it—especially as tools or workflows change.


    What Makes an SOP Work?

    Here’s what a strong SOP should always include:

    ElementDescription
    TitleClear, action-based, searchable (e.g., “How to Invoice a Client”)
    PurposeOne sentence about what this SOP covers and why it matters
    OwnerWho maintains this SOP
    Tools NeededAny software, templates, or links
    Step-by-Step InstructionsNumbered, skimmable, clear
    FAQs or NotesCommon edge cases or troubleshooting tips
    Last UpdatedTo signal relevance and maintenance

    Step-by-Step: How to Write an SOP That Actually Gets Used

    🧱 Step 1: Choose the Right Process

    Start with repeatable, high-leverage tasks that are done weekly or monthly.

    Examples:

    • Sending a client proposal
    • Publishing a blog post
    • Onboarding a new employee
    • Running payroll
    • Handling support tickets

    Ask yourself:

    “What process breaks down when I’m not directly involved?”

    That’s your first SOP candidate.


    ✍️ Step 2: Outline the Steps (Rough Draft)

    Don’t worry about formatting yet. Open a doc and brain-dump the steps as if you were explaining it out loud to a new hire.

    Use short phrases:

    • Log into [Tool]
    • Click “Export CSV”
    • Save file to [Folder]
    • Email to [Client]

    You can refine later—just get the sequence down.


    📑 Step 3: Structure and Format

    Turn your rough list into a clean format. I frequently draft documents using Markdown. It is an easy-to-learn, plain text format that can be written quickly in any text editor.

    You could quickly write text like this:

    ## How to Send a Weekly Report to Clients
    
    **Purpose:**  
    To ensure clients receive a consistent weekly summary of project status.
    
    **Owner:**  
    Operations Manager
    
    **Tools Needed:**  
    - ClickUp  
    - Google Docs  
    - Gmail  
    
    **Steps:**  
    1. Open the [Client Project Board] in ClickUp  
    2. Review the week’s completed tasks  
    3. Copy/paste into [Weekly Report Template] in Google Docs  
    4. Customize insights or updates  
    5. Export as PDF  
    6. Email to client using saved draft in Gmail  
    
    **Notes:**  
    - Use the client’s preferred subject line: “Weekly Project Report – [Date]”  
    - If no major progress, summarize current blockers and next steps  

    And have it output to something like this:

    How to Send a Weekly Report to Clients

    Purpose:
    To ensure clients receive a consistent weekly summary of project status.

    Owner:
    Operations Manager

    Tools Needed:

    • ClickUp
    • Google Docs
    • Gmail

    Steps:

    1. Open the [Client Project Board] in ClickUp
    2. Review the week’s completed tasks
    3. Copy/paste into [Weekly Report Template] in Google Docs
    4. Customize insights or updates
    5. Export as PDF
    6. Email to client using saved draft in Gmail

    Notes:

    • Use the client’s preferred subject line: “Weekly Project Report – [Date]”
    • If no major progress, summarize current blockers and next steps

    Use headers, lists, and consistent formatting. Keep it simple and scannable.


    🔗 Step 4: Link to Tools, Templates, and Assets

    Make it easy to execute. Link directly to:

    • Templates (Docs, Sheets, Slides)
    • Project boards
    • Folders
    • Scripts or canned responses

    If the team has to go hunting, your SOP will be ignored.


    👥 Step 5: Test with a Team Member

    Have someone else follow the SOP without guidance. Watch for:

    • Questions they ask
    • Places they pause
    • Steps they misunderstand

    Tweak the SOP based on their experience. This ensures it’s actually usable.

    🔄 Step 6: Assign Ownership and Keep It Updated

    SOPs aren’t “set and forget.” Assign someone to own each one.

    Pro tip: Add a “Last Reviewed” date and set a quarterly SOP review sprint.


    Tools to Build and Store SOPs

    Choose a system that’s easy to access, easy to update, and searchable. Here are my top picks:

    ToolBest For
    NotionVisual SOP dashboards, wiki-style documentation
    Google DocsSimple, accessible, easily linked
    ClickUp DocsIf you already use ClickUp for project management
    TangoAutomatically generates visual step-by-steps
    ScribeChrome extension that turns workflows into SOPs

    Don’t over-engineer it. A basic, well-formatted Google Doc beats a perfect system no one uses.


    SOPs and Small Teams: A Strategic Advantage

    You don’t need a 100-page playbook.

    You need a living set of simple, clear, actionable SOPs for the things you do most often.

    Start small. Pick one process. Write it out. Share it. Improve it.

    Then move to the next. Over time, you’ll build a self-sustaining system that saves time, reduces mistakes, and makes your business far more resilient.


    📅 Want Help Building Systems That Scale?

    If you’re still flying solo or stuck re-explaining everything to your team, it’s time for structure.

    Let’s build your core processes—together.

    📩 Schedule a Free Discovery Call →