Build Workflows and SOPs

Standardize how work gets done. Document key processes that are repeated often or are high risk. Build clarity and efficiency into execution without overcomplicating or slowing people down.

Why it's Matters

As companies scale, what was once instinctual becomes chaotic. Workflows bring predictability. SOPs remove ambiguity. They create repeatable execution that frees up leadership to focus on the future, not just the next fire.

What You Need to Do

Identify high-frequency and high-risk processes
Standardize workflows and document repeatable steps
Make processes visible, accessible, and adaptable
Embed them into onboarding, planning, and reviews

How to Approach It

Map workflows that matter most: onboarding, launches, retros, reviews
Co-create SOPs with the people doing the work
Use simple, visual formats (checklists, Looms, diagrams)
Set update frequency (quarterly or after each use)

Deliverables

SOP templates or playbooks
Workflow diagrams
Team training checklist

How to Tell if You Got It Right

Team can execute key processes without handholding
Workflows are followed consistently
Issues become opportunities for iteration — not blame

What to Watch Out For

Over-complication — SOPs that no one reads

Process hoarding (only one person knows how to do X)

SOPs written once and forgotten