Core Processes to Document for Business Success

If your systems live only inside your team’s heads, your business is at risk. It’s a silent problem most leaders don’t notice…until a key employee leaves, and suddenly everything grinds to a halt. Deadlines are missed. Customers get frustrated. The leadership team scrambles to “figure things out.” Why? Because the systems that made the business run smoothly weren’t documented. They were locked inside individual brains instead of being captured in clear, repeatable processes. If you don’t have documented systems for: ↳ How you onboard new employees ↳ How customer service issues are handled ↳ How projects are tracked and completed ↳ How feedback is collected and acted upon Then you’re operating on borrowed time. Every day you delay documenting your processes increases the risk that crucial knowledge will walk out the door. On the flip side, businesses with documented systems grow faster, retain employees longer, and bounce back from challenges much easier. Documented systems are your business’s SAFETY NET. They ✅ Preserve operational knowledge ✅ Create consistency ✅ Reduce mistakes ✅ And free you to focus on scaling your company. If you want to build a resilient, high-growth business, you must create systems that live outside of people’s heads, and inside a clear, shareable structure. I created a free guide to help you document your systems easily and start protecting your business today. Link is in the comment section below. This is exactly what I help small business owners and busy leaders do; set up documented systems that protect their business and accelerate their success. #systems #leadership #business #strategy #ProcessImprovement

Do you have well-documented SOPs? Standard Operating Procedures (SOPs) provide the framework for consistency and scalability. They’re more than documents–they’re a tool that can: ✅ Clarify team roles ✅ Preserve institutional knowledge ✅ Reduce onboarding time ✅ Avoid costly errors ✅ Increase the value of your business If you ever plan to exit, SOPs are non-negotiable. Buyers want confidence that the business can run smoothly without the founder in the driver’s seat. Start with core business activities (what is essential for day-to-day operating and continuity) 🎯Operations & Service Delivery 🎯Finance 🎯Human Resources 🎯Marketing & PR 🎯Sales/Development 🎯IT/Technology Infrastructure You don’t need anything fancy to get started. Google Docs, Loom videos and rough notes are a solid starting point (and certainly will be better than having nothing documented). You can always refine later. 👌 #BusinessOperations #SOPs #GrowthStrategy #SellSideReadiness #Entrepreneurship #ExitPlanning

I've built processes for companies for all sizes. In the small business world, people tend to struggle with which processes to document, since so many things change quickly. I have a few recommendations: 💡 Create SOPs or videos for internal processes like running payroll, entering new hires into the appropriate systems and giving them access to various platforms. 💡 Document the sales process and keep this documentation updated. This includes the sales script if someone other than the founder is responsible for sales. 💡 Document internal expectations and processes like how to request time off, how to update your address, general availability of the team and how/what to communicate when you step away from work during the day. 💡 Create an employee handbook if you have W2 employees. You can grab a template from SHRM (Society of Human Resource Management), or there's software that can be purchased. Let me know if you think something critical is missing. #peopleandculture #smallbiz #startups #processes