Standard Operating Procedures and Your Spiritual Business

If you’ve not heard of a Standard Operating Procedure (aka “SOP“) before, or know what it means for you and your spiritual business, now is the time for discovery. 

A Standard Operating Procedure is a document that details each task that is undertaken in your business.

It not only helps you to know the ins and outs of your business, but it also means that if you delegate or outsource tasks, and employ new staff, you have a resource that is essential for everyone to know who is responsible for each task and how to do the task.

We recommend when creating each SOP, that you consult with your staff/contractors to engage them in the process and have their input throughout the process.

As a result, you may be surprised to discover information or ways of doing things you hadn’t thought of before. That’s a win-win in our books!

Once you have created a Standard Operating Procedure, it then means you have specific measurable outcomes for your business. Everyone is on the same page and knows what to expect of the business and what is expected of them in the business.

You’ll see an immediate increase in productivity.

Here are some additional benefits:

Reduced time to onboard new team members

When someone is new on the job, your clearly defined Standard Operating Procedures document will become their best friend, their “Bible”.

For instance, you may ask your new employee (or contractor) to make travel arrangements for you to organise and attend an intensive workshop interstate.

By referring to the travel SOP, they will know exactly which travel agency you use with their contact details (if any), which airline to fly with, your frequent flyers membership details, the car hire (or taxi) service to use, etc.

It saves time, as you are not having to relay all the information – it’s already outlined – and allows them to get stuck in without them bothering you or you thinking as you may as well have done it yourself!

A Standard Operating Procedure is a living document, which is subject to change and should be reviewed 2-3 times throughout the year.

Business continuity

If a task is to be done but the responsible person is on leave, sick, or they haven’t been replaced yet – work can continue as business as usual.  Another team member can refer to the specific SOP and get it done without losing time or flying by the seat of their pants and potentially causing mistakes.

In fact, each business needs a Business Continuity Plan in place (but that is for another blog post!).

The process document

The SOP makes it easy to know what each policy and procedure is in place to handle repetitive situations/tasks.

Effectively delegate

An effective Standard Operating Procedure may include an organisational chart of the business, as well as a short job description and contact details for each staff member.

If you need to delegate a certain task, you can see at a glance who will be able to help you or advise you.

Also, if there is a gap in staff, you can use the SOPs to quickly instruct others that something needs to be done and they can get onto it quickly and easily without you wasting time nor money trying to explain it all. Another win-win!

Customer experience

Because there is a standard way of dealing with client enquiries, issues, etc., you can make sure that each client is treated equal and all messaging is consistent; making for a far better and smoother customer service experience; making you look good in the process.

Tip: you can save time by creating pre-written email templates in your email management software (I use them myself in Outlook). But, ensure you are always genuine and personable, not cold and robotic.

It is useful to have the SOP centralised in electronic format (and if necessary, hard-copy) format so that all employees and/or contractors in your business have access to the latest version.

You need to put together a clear and straightforward SOP, compiled in simple language to convey practical information. 

Grab a copy of my Standard Operating Procedures Guide and Template that you can easily implement in your business today!

Need to discover more? Comment below, or contact me.

Because you’ve read this far, here is my Bonus Tip:
You can’t create the Standard Operating Procedure if you don’t know what your tasks are, or even know how to prioritise them.

My motto is to identify each and every task in your business (time track your day for a few weeks to help you) and then either:

  • Delete
  • Keep
  • Delegate
  • Outsource
  • Automate

Click here for my free Task Outline Priority Planner to help you get started.

Natalie, xo

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