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Home › 6. Small Business Essentials (Documents & Operations) › Build a Standard Operating Procedure (SOP) Document

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

  1. 1

    Describe a task you do regularly (opening the store, processing an order, onboarding a client) in whatever order it comes to mind.

  2. 2

    Prompt: 'Turn this into a clear, numbered Standard Operating Procedure a new employee could follow without help.'

  3. 3

    Ask the AI to flag any steps that seem unclear or missing.

  4. 4

    Ask for a short checklist version to print and post.

  5. 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