Standard operating procedures (SOPs) turn "how I do it" into steps anyone can follow. They make it possible to delegate, train and take time off.
Keep it short
- A title and why the task matters.
- Numbered steps, each starting with a verb.
- Where the files, logins or templates are (never the passwords themselves).
- Who owns it and when it is reviewed.
Start with what repeats
Write SOPs first for tasks done every week: sending invoices, booking loads, monthly rent collection.
Test it
Have someone follow it once while you watch. Fix every step where they stop to ask a question.
Our SOP builder formats a clean, printable procedure.
General information, not legal, tax or financial advice.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
