It can be tough to know where to start when you're planning on documenting how your business works. We've created this interactive pdf that you can use as a jumping off point, check the processes you want to document.
What's inside:
General company SOPs
Creating a list of general company SOPs including how you handle social media, time off, logins and passwords, and the software you use daily to do your job.
Finance
You probably know how you bill your clients, pay your employees, and make business purchases. Do you have it documented? What about how you forecast budgeting for the future or long-term financing?
Marketing and sales
How do you handle handoff from sales to marketing? Do you use a CRM? Where do your design standards live? What's the process for asking for or presenting proposals? Plus so much more.
HR
Having your process for onboarding new team members can make it easier for them to shine in their new role. How do you handle performance evaluations? What are you doing to grow and nurture your employees?
Management
Standardizing how you manage your employees and customers ensures that you have a fair, consistent, and repeatable process. How do or talk to investors? Do you have a standard interview process?
Operations
Standardize your vendor selection process, how you manage emails, ensure the quality of what you do. How do you create roadmaps? What's your development process? Do you have inventory that you need to manage?
