SOPs and Checklists
Step-by-step procedures and checklists
Step-by-step procedures with quality checks, ready to hand to a teammate or contractor.
15 resources
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SOP: Handling a Client Complaint
A calm, consistent process for turning a complaint into a resolved issue and a fixed process.
Questions about SOPs and Checklists
What is an SOP?
A standard operating procedure: the written steps for doing a recurring task the same way every time.
How detailed should an SOP be?
Detailed enough that a capable new person can follow it without asking you.
How do I keep SOPs current?
Assign an owner and review date, and update the SOP whenever the process changes.
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