#15: Powered-Up Process Part 2: Document What You’re Doing Now

Apr 8, 2018 | Office Operations

Continuing with Part 2 of the 5-part series for Powered-Up Processes…

In Part 2, you’ll work on the high-impact process you selected for improvement in Part 1. You’ll precisely document what you’re currently doing in that process, so you have a clear picture of all the steps.

Only when you have a clear idea of how you’re currently doing things will you be able to move on to identify exactly where the problems lie, and where you’ll be able to make improvements.

Ultimately, the person best placed to document a process is the person who usually carries out the tasks. At the very least it should be someone who has good knowledge about the context of the process, its start and end points, and its objective or outcome.

Catch up on other Powered-Up Processes episodes + worksheet:

Did you enjoy this episode and want to put it into action? Grab this SOP Kit!

SOP Templates & Process Library

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This standard operating procedures kit includes:

  • List of Common SOPs giving you samples of what areas can be included in your SOPs or company manual
  • Standard Operating Procedures Library including 24 examples
    • Sample Standard Operating Procedures Manual
    • How to do an affiliate payout
    • Chargeback procedure
    • Email signature
    • Resources and FAQ
    • Email Management flowchart
    • Handling declined payments
    • Help desk procedures
    • How to create a project plan flowchart
    • How to send a broadcast
    • Introductory / Discovery sessions flowchart
    • New client setup (for both products and services)
    • New team member onboarding checklist
    • Newsletter process
    • Overcoming sales objections flowchart
    • Recording InstantTeleseminar events
    • Refund procedure
    • Sample JV Partnership flowchart
    • Selecting a CRM/Database flowchart
    • Task management flowchart
    • Weekly blog posts
    • Weekly tasks

All the examples are in Word or Powerpoint format so they are fully editable. The included SOPs are meant to give you a starting point, they are SAMPLE documents to show you what an SOP (standard operations procedure) for business processes looks like. Use the sections and headings to create your OWN. Please edit this document for your business; delete what doesn’t work for your business and add whatever you need to.

 

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