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That way, if she ever left her job—even for a weeklong vacation— someone else could easily take over. I was lucky: Some of the pages had already been done when I started.” 2.
Follow Fuller’s tips to create an SOP manual for your role: 1. “Not having a format to start with is a barrier,” she says. Jot down tasks you do during a typical day, week, month, quarter and year, as you think of them. For example, in Fuller’s manual, pages that cover fundraising procedures and data entry are extremely detailed.
“Then, just take one at a time and type out what you do to complete the task. Tip: If time is an issue, mark which tasks on your list are more important and do those first. Create separate pages for each duty you perform, listing how often to do it, what steps to take, who can answer questions and where to find any necessary documents. Example: Fuller says, “I think it’s second nature to get the mail each day, but my co-workers depend on me delivering and receiving the items from the mail room twice a day at certain times, so I included the times in my procedure manual.” 4. “A tip that was given to me once was that if a 12-year-old could follow the instructions and do a task right, then it was detailed enough,” she says.
Tip: For each task document you create, have a co-worker follow your instructions. Fuller says the manual has “saved a ton of headaches for me.
It is like having all your important company information on a notice board in one room and not telling anyone about it.