Jessi Engelke’s Post

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Certified OBM - I help teams leverage Asana better

As your business grows, having Standard Operating Procedures (SOPs) in place is not just “nice to have”, it is 100% essential. If you could create just *one* SOP to save time you and energy, I’d recommend starting with a Delegation SOP. The SOP will go something like this: 1️⃣ Identify repetitive task: keep a running list of all the tasks you do more than once, classify by frequency (daily, weekly, monthly, etc) and business pillar (admin, finance, marketing, etc) 2️⃣ Document the task: The next time you do the task, create a document and take the extra time to either record the steps with a tool like Loom or simply write out each step and take screenshots - leave NOTHING up for interpretation 3️⃣ Define the outcome: Write in plain language what success looks like for the task. Example: “Client onboarding is completed within 48 hours, with all documentation uploaded, ensuring a seamless and standardize experience for all clients.” These SOPs will save you hours of training, back-and-forth communication, and quality checking when you eventually do hire that person to help you with your business. One added bonus is it will also save YOU precious mental load while you’re getting ready for that hire. Trust me. 💭 If you could delegate one task permanently, what would it be? Share in the comments—I’d love to know! #Efficiency #SmallBusinessTips #Scalability

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Will Poskett

Award-winning strategist & agency founder

2mo

looking at sops in a new light - they're like leaving future you a roadmap to success.

Melissa Maxwell

I help businesses streamline workflows, build strategic relationships, and operate efficiently by setting up systems, refining processes, and ensuring their written communication aligns with their brand and values.

2mo

The thing I love most about this post is - leave NOTHING to interpretation. I have had to follow many ill-constructed manuals/SOPs that left out critical information and now, when I build SOPs I always ask - what’s missing? Cuz usually a small (but important) step gets missed. Great post.

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