Build a Standard Operating Procedure (SOP) Document
6. Small Business Essentials (Documents & Operations)
⏱ 25 minutes min
📊 Intermediate
Objective
Turn a task you do from memory into a written, repeatable procedure someone else could follow.
Materials Needed
- AI chat tool
- A business task you perform regularly
Step-by-Step Instructions
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1
Describe a task you do regularly (opening the store, processing an order, onboarding a client) in whatever order it comes to mind.
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2
Prompt: 'Turn this into a clear, numbered Standard Operating Procedure a new employee could follow without help.'
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3
Ask the AI to flag any steps that seem unclear or missing.
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4
Ask for a short checklist version to print and post.
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5
Save the SOP in a shared folder for training new staff.
Instructor TipPoint out that writing SOPs is one of the highest-leverage tasks for a growing small business — it makes the owner replaceable in a good way.
TakeawayA written SOP means the business can run smoothly even when the owner isn't there to explain everything personally.
Tools Used
- ChatGPT
- Claude.ai