SOPs — writing down how things are done

Write it the second time you do something, not the twentieth. It is also the only way to delegate without re-explaining.

What is it?

A Standard Operating Procedure is a written description of how a recurring task is done: the steps, who does it, when, and what 'done' looks like.

It does not need to be a formal document. A numbered list in a shared doc is an SOP.

Why does a founder care?

Because anything undocumented lives in one person's head, which makes that person a bottleneck and a risk. Every question about how something works routes back to them.

And because you cannot delegate what you cannot describe. The act of writing the SOP is usually what reveals that the process has three undocumented judgement calls in it.

Example

Before: onboarding a new customer takes the founder about 90 minutes and involves eleven steps they hold in their head. Nobody else can do it. When they are ill, onboarding stops.

Writing it down takes 25 minutes and produces something surprising: of the eleven steps, six are mechanical, three are automatable, and only two require judgement.

So the SOP does three things at once. It lets someone else do the six mechanical steps. It identifies the three worth automating. And it isolates the two that genuinely need the founder — which turns 90 minutes into 15.

That is the pattern: writing the process down is usually how you discover that most of it does not need you.

The common mistake

First-time founders often postpone documentation until things 'settle down'. Things do not settle down, and the cost of not having it compounds — every new person costs the same repeated explanation.

The second mistake: writing SOPs nobody can find. A perfect document in someone's personal drive does not exist. One findable place, linked from where the work happens.

The third: writing them once and never updating. An SOP that describes a process you stopped following six months ago is worse than none, because someone will follow it.

How it works

Step 1: Write it the second time you do something

While it is fresh and before you have optimised it into instinct you can no longer articulate.

Step 2: Write it as you do it

Not from memory. Memory skips the steps that have become automatic — which are exactly the ones a new person needs.

Step 3: Mark which steps need judgement

The mechanical ones can be delegated or automated immediately. The judgement ones are what you keep.

Step 4: Keep them in one findable place

Linked from where the work actually happens, not filed somewhere logical that nobody visits.

Step 5: Let whoever uses it edit it

The person doing the work daily will improve it. A document only the founder can change goes stale immediately.

Step 6: Review when the process changes

A wrong SOP is worse than no SOP, because people follow it.

When to use this

From your second employee, and for any task you do more than monthly.

When not to use it

Do not document a process you are still figuring out. Write it once it is stable enough that you would do it the same way twice.

Do this now

Apply this to your own startup in My Full Journey (free account).