Service / SOPs

The things your team already knows how to do, written down so the next person doesn't have to guess.

Clear, usable SOPs for organizations that have grown past the point where every process can live in one person's head.

The problem

Why SOPs matter

SOPs are the documents organizations put off writing until someone leaves, someone new starts, or something goes wrong. By then, the knowledge is already scattered.

A good SOP captures a process clearly enough that someone unfamiliar with it can execute it, makes the reasoning visible so people know why steps matter, and is short enough that anyone will actually read it.

Audience

Who this is for

Organizations that have grown past the point where every process can live in one person's head, or that are about to. Nonprofits preparing for transitions or growth. Small businesses where the founder is the bottleneck. Teams that have been told by a funder, auditor, or board member that they need documented procedures.

Scope

What's included

SOP engagements begin with a process inventory, a conversation about which workflows matter most, which are causing friction, and which would be hardest to lose.

From there, I conduct staff interviews to map each process as it actually works, draft clear procedural documents in a consistent format, and deliver a final suite that includes the SOPs themselves, a one-page index, and guidance for keeping them current.

Examples

Common processes I document

  • Hiring and onboarding workflows
  • Offboarding and transitions
  • Financial processes (AP, AR, reimbursement)
  • Grant reporting and compliance
  • Board and committee operations
  • Program delivery protocols
  • Incident reporting and response
  • IT and data handling
At a glance

Outcomes, deliverables, and turnaround

Outcomes
  • Processes captured clearly enough that a new person can follow them
  • Less dependence on any single person's memory
  • A defensible answer when funders, auditors, or boards ask for documentation
  • Faster onboarding, cross-training, and coverage during transitions
Deliverables
  • Formatted SOPs in Word and PDF
  • One-page index mapping each SOP to owner and review date
  • Process maps for workflows that span roles or systems
  • Short maintenance guide for keeping documents current
Turnaround

Single SOPs: 2–3 weeks. Suites of 5–10 SOPs: 6–10 weeks. Two revision rounds included.

Pricing

Investment

Single SOPs start at $750. Process suites of 5–10 SOPs start at $4,500. Every engagement is scoped and priced in writing before work begins.

Individual SOPs are typically delivered in 2–3 weeks; suites run 6–10 weeks.

Ready to start?

Tell me which processes are weighing on you most.

Get in touch