6-Step Framework
Step 1: Define
Your answers will help us identify which processes are the most critical, where breakdowns are occurring, and how to turn knowledge into repeatable systems.
We start by identifying the work that happens over and over again. These are the processes that benefit most from documentation.
2: Which of those processes are currently documented in any form?
Knowing what’s already written down gives us a starting point. From there, we can see what’s missing and what needs improvement.
3: What format do you use to store or share SOPs or process documentation?
The format matters because it impacts how usable your SOPs are. We need to know where they live and how your team accesses them.
4: How often are your SOPs reviewed or updated?
Outdated documents cause mistakes. A regular review schedule keeps your systems accurate and useful.
5: How easy is it for a team member to access and follow your SOPs today?
If your documentation is hard to find or confusing to use, it won’t be followed. This helps us assess how functional your current setup really is.
6: Do you have any role-based playbooks that guide how team members do their jobs?
Role-based guides help people perform consistently without needing constant oversight. If they’re missing, team performance will vary.
7: Where do you see the biggest inconsistency in how tasks are completed right now?
Inconsistency shows us where documentation is lacking or unclear. It’s often the biggest source of wasted time and rework.
8: Have SOPs helped you delegate effectively or onboard new team members faster?
This tells us how well your documentation is supporting growth and delegation, or whether it’s become a bottleneck.
9: What’s the biggest obstacle keeping you from documenting more of your processes?
Whether it’s time, structure, or lack of clarity, identifying the barrier helps us solve it and move the documentation process forward.
10: If all your processes were documented and followed, what would that allow your team to do more effectively?
This answer gives us the outcome you’re aiming for, whether it’s scaling faster, reducing errors, or freeing up your time.
Step 2: Identify
You don’t need to document everything. Start with high-frequency, high-impact tasks that drive delivery, create delays, or are hard to delegate.
- List repeatable tasks done weekly or monthly.
- Flag processes where mistakes happen often.
- Prioritize workflows that slow down onboarding or handoffs.
- Start with 3–5 core SOPs that will remove friction fast.
“We are a [business type] that serves [target audience]. Help us identify which tasks and processes we should document first to improve consistency, speed, and delegation.”
Step 3: Outline
Now we convert each task into a detailed outline that captures the full workflow, including what’s done, by whom, and when.
- Define the process name and purpose.
- Break it down into sequential, repeatable steps.
- Assign owners or roles responsible for each action.
- Highlight tools, links, templates, or checklists needed.
“We are a [business type] that serves [target audience]. Based on these processes, help us outline each one with steps, roles, tools, and checkpoints.”
Step 4: Document
Clarity is everything. Use a consistent template and structure to create documentation that’s usable, searchable, and easy for anyone to follow.
- Use simple language with action-oriented instructions.
- Format with headings, bullets, and decision triggers.
- Include screenshots, videos, or examples where helpful.
- Store in a central place like Notion, or Google Drive.
“We are a [business type] that serves [target audience]. Help us write a full SOP for this process using a clear structure with steps, visuals, and usage examples.”
Step 5: Deploy
An SOP only works if your team uses it. Make it part of onboarding, daily operations, and project checklists so it becomes the way work gets done.
- Share SOPs during onboarding and role transitions.
- Link SOPs to tasks inside your project management tools.
- Set up reviews or walkthroughs to train the team.
- Assign owners to keep each SOP updated over time.
“We are a [business type] that serves [target audience]. Help us integrate our SOPs into our tools and workflows so our team uses them consistently.”
Step 6: Maintain
Processes evolve, and so should your playbooks. Create a system for reviewing and refining SOPs regularly so they stay relevant and valuable.
- Schedule quarterly SOP reviews with team leads.
- Add version numbers and update dates to each SOP.
- Encourage team feedback when steps break or change.
- Replace tribal knowledge with documented improvements.
“We are a [business type] that serves [target audience]. Help us maintain and update our SOPs consistently so they reflect how our business actually operates.”
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