The Importance of Standard Operating Procedures (SOPs) For Your Business

For every role that you want to delegate to another team member, create an SOP, or standard operating procedure. This easily tracks your process and communicates it to the person who is going to take over that role. It also provides you with the organization and peace of mind you’ll need in order to scale your team without anxiety.

Even better, have them take notes while you are showing them their task, and you can clean it up a bit at the end. After your teammate has been working on that task for a while, ask them to update it every 6-12 months. You can have it be part of their annual review process if you want.

These are SO helpful to have because, as your team moves on to other roles within your company or to their next endeavor outside your company, you have a quick way to onboard the next new hire, without having to refigure it out.

After a while you will have stepped away from the day-to-day “button clicking,” so tracking their process will be essential to getting back up and running.

If I’m working with a team member virtually, or want to have a resource that I can share with multiple people or have something they can reference often, then I’ll screen record myself doing the task on my computer. There are a handful of screen recorders out there, but the one I’m currently using is called Loom (

If you are doing a job that isn’t on your computer, I recommend at least recording the SOP on video with your phone, and then you can also have written SOP to accompany it.

In no time, you’ll be using an SOP like a checklist of tasks that need to be completed in order to achieve the desired outcome.

Download a copy of our free team marketing worksheets here. Want to learn even more? Check out our book and video course, Unify Your Marketing.