{"id":5324,"date":"2022-01-22T00:16:06","date_gmt":"2022-01-22T00:16:06","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/22\/how-to-create-functional-sops-that-your-employees-actually-use\/"},"modified":"2022-01-22T00:16:06","modified_gmt":"2022-01-22T00:16:06","slug":"how-to-create-functional-sops-that-your-employees-actually-use","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/22\/how-to-create-functional-sops-that-your-employees-actually-use\/","title":{"rendered":"How to Create Functional SOPs (That Your Employees Actually Use)"},"content":{"rendered":"<p> <a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<div>\n<div class=\"wp-block-image largeScreensOnly\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322-1024x576.jpg\" alt=\"\" class=\"wp-image-87926\" data-srcset=\"https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322-1024x576.jpg 1024w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322-300x169.jpg 300w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322-150x84.jpg 150w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322-768x432.jpg 768w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322-264x148.jpg 264w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322-1140x641.jpg 1140w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322-650x366.jpg 650w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2022\/01\/1277494_Blog-Featured_IMG6_1280x720_011322.jpg 1280w\" data-sizes=\"auto, (max-width: 1024px) 100vw, 1024px\"\/><\/figure>\n<\/div>\n<p>Everybody tells you to make SOPs as an agency owner. It\u2019s the only way to grow, right?<\/p>\n<p><strong>Yes\u2026and no.<\/strong><\/p>\n<p>Your marketing agency needs SOPs. That\u2019s<strong> a fact.<\/strong> But your agency doesn\u2019t need to waste time creating documents that collect digital dust. If you make SOPs for every single task in your business, your hiring process will be a breeze. But, soon, you\u2019ll find your employees and contractors aren\u2019t even opening up those SOPs. They figured out their way to get the task done, and it\u2019s more efficient.\u00a0<\/p>\n<p>All the time you spent on those SOPs is wasted\u2014and it could have been used in a better way. At this year\u2019s <a href=\"https:\/\/trafficandconversionsummit.com\/register\/\" target=\"_blank\" rel=\"noreferrer noopener\">Traffic and Conversion Summit<\/a>, Ryan Deiss talked about the importance of creating SOPs and <em>not<\/em> creating SOPs.<\/p>\n<p><strong>That\u2019s the secret of functional SOPs that your employees actually use.\u00a0<\/strong><\/p>\n<p>We\u2019ll explain\u2026<\/p>\n<h2>How to Create Functional SOPs<\/h2>\n<p>Functional SOPs are the brain of your business. We\u2019re not saying that you don\u2019t need SOPs. You definitely do. Standard operating procedures (SOPs) help you hire, move employees to different positions, and figure out where you\u2019re inefficient. Especially as <a href=\"https:\/\/www.digitalmarketer.com\/blog\/marketing-management\/marketing-agency-growth-model\/\" target=\"_blank\" rel=\"noreferrer noopener\">an agency owner<\/a>, SOPs are your absolute best friend.<\/p>\n<p><a href=\"https:\/\/www.digitalmarketer.com\/blog\/create-perfect-growth-plan\/\" target=\"_blank\" rel=\"noreferrer noopener\">If you want to scale your agency<\/a> from 5 clients to 10 and eventually 20+, SOPs are the way to do it. But only if you use them the right way. If you spend too much time on SOPs your employees don\u2019t use, you wasted time that could have been spent on <a href=\"https:\/\/www.digitalmarketer.com\/blog\/first-three-service-offerings\/\" target=\"_blank\" rel=\"noreferrer noopener\">lead generation or deliverables<\/a>.\u00a0<\/p>\n<p><strong>Here are the 3 steps to create functional SOPs your employees open, use, and share.<\/strong><\/p>\n<h3>Step #1: Choose the top tasks you need SOPs for<\/h3>\n<p>The first step in creating functional SOPs is figuring out what tasks need them. It\u2019s tempting to create an SOP for every single part of your business because it feels efficient. But, if your team doesn\u2019t use them, then it was a waste of time. As Ryan talked about in his <a href=\"https:\/\/trafficandconversionsummit.com\/register\/\" target=\"_blank\" rel=\"noreferrer noopener\">Traffic and Conversion Summit<\/a> session, you only need SOPs for the most important tasks.<\/p>\n<p>Everything else will collect digital dust on your employee\u2019s desktops, never opened again. What\u2019s an important task? This can range from running your meetings, uploading content to WordPress, or writing podcast show notes. <strong>The important tasks of your business are the ones that are moving the needle <\/strong><strong><em>and<\/em><\/strong><strong> are consistently on to-do lists.<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/www.digitalmarketer.com\/blog\/outsouring\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tasks outsourced<\/a> to VAs (like writing podcast show notes)<\/li>\n<li>Meeting templates (Gino Wickman shares meeting templates in <a href=\"https:\/\/www.amazon.com\/Traction-Get-Grip-Your-Business\/dp\/1936661837\" target=\"_blank\" rel=\"noreferrer noopener\">Traction<\/a>)<\/li>\n<li>Tech instructions (like publishing a blog post to WordPress)<\/li>\n<\/ul>\n<p><strong>Here\u2019s part of an old SOP we used to write the <\/strong><a href=\"https:\/\/www.digitalmarketer.com\/podcast\/perpetual-traffic\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Perpetual Traffic Podcast<\/strong><\/a><strong> show notes:<\/strong><\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"710\" height=\"375\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image2-1.png\" alt=\"\" class=\"wp-image-87544\" data-srcset=\"https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image2-1.png 710w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image2-1-300x158.png 300w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image2-1-150x79.png 150w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image2-1-650x343.png 650w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image2-1-380x200.png 380w\" data-sizes=\"auto, (max-width: 710px) 100vw, 710px\"\/><\/figure>\n<p>This was an important SOP for us because 1) we uploaded a new podcast every week <strong>(recurring task),<\/strong> and 2) we needed to create a consistent experience with our listeners <strong>(to move the needle on <\/strong><a href=\"https:\/\/www.digitalmarketer.com\/blog\/target-audience\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>audience growth<\/strong><\/a><strong>)<\/strong>.<\/p>\n<p>Once you\u2019ve figured out the tasks that move the needle and are a consistent part of your agency, it\u2019s time to write your SOPs.\u00a0<\/p>\n<h3>Step #2: Write down every step with an explanation<\/h3>\n<p>Each task that moves the needle <em>and<\/em> is done on a consistent basis has the green light for an SOP. In Step 2, don\u2019t worry about anything but writing down every step of a task or process in as much detail as possible. Your goal is to be able to hand this document to someone one the street and have them be able to do that task or run that process.<\/p>\n<p><strong>Yep, your SOP needs to be <\/strong><strong><em>that<\/em><\/strong><strong> detailed.\u00a0<\/strong><\/p>\n<p>When we write SOPs, we divide them into sections. This makes it easy for the person doing the task or running the process to know what they need before getting started and moving on to the next step.<\/p>\n<p>For example, <strong>here\u2019s the Table of Contents from our Blog Post Uploading SOP:<\/strong><\/p>\n<p><em>Working with the Blog Document:<\/em><\/p>\n<ul>\n<li><em>Section 1: Get Finalized Post<\/em><\/li>\n<li><em>Section 2: Prep Post for Layout<\/em><\/li>\n<li><em>Section 3: Process Images<\/em><\/li>\n<li><em>Section 4: Uploading Post Copy into WordPress<\/em><\/li>\n<li><em>Section 5: Fill out SEO and Sidebar info<\/em><\/li>\n<li><em>Section 6: Publish Post<\/em><\/li>\n<\/ul>\n<p>In each section is a detailed description of the standard operating procedure. <strong>Here\u2019s what the two first sections of our Blog Post Uploading SOP look like:<\/strong><\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"731\" height=\"684\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image1-2.png\" alt=\"\" class=\"wp-image-87545\" data-srcset=\"https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image1-2.png 731w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image1-2-300x281.png 300w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image1-2-150x140.png 150w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image1-2-650x608.png 650w\" data-sizes=\"auto, (max-width: 731px) 100vw, 731px\"\/><\/figure>\n<p>At this stage, you\u2019re just writing down everything involved in the task. The next step is giving your SOP the final polish.<\/p>\n<h3>Step #3: Delete as many words as possible<\/h3>\n<p>Each SOP should be as short as possible. The longer the SOP, the more complicated you\u2019re making the task or procedure. Complicated tasks and procedures are the opposite of growth in a business. You don\u2019t want your employees stuck on a single task all day because it takes them 30+ pages to get through the SOP.<\/p>\n<p><strong>Just reading that sounds unrealistic.<\/strong><\/p>\n<p>In step 3, you have one goal: delete as many words as possible from your SOP. Shorten your sentences. Tighten up your explanations. Use more images. Make your SOP a seamless experience instead of a cartography class.\u00a0<\/p>\n<p>Our SOP for the <a href=\"https:\/\/www.digitalmarketer.com\/partners\/\" target=\"_blank\" rel=\"noreferrer noopener\">Certified Partner<\/a> Weekly Email is two pages long. It doesn\u2019t need to be any longer for our email team to get it written and out the door. This SOP is broken up into two sections:<\/p>\n<ol>\n<li>Procedure<\/li>\n<li>Email Outline<\/li>\n<\/ol>\n<p>At the top of the document is the schedule for ideating, drafting, reviewing, and submitting each week\u2019s email. Below that is the email outline to follow.\u00a0<\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"734\" height=\"748\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image3-2.png\" alt=\"\" class=\"wp-image-87546\" data-srcset=\"https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image3-2.png 734w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image3-2-294x300.png 294w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image3-2-147x150.png 147w, https:\/\/12r9bkcquoz2cfikc47m7moj-wpengine.netdna-ssl.com\/wp-content\/uploads\/2021\/11\/image3-2-650x662.png 650w\" data-sizes=\"auto, (max-width: 734px) 100vw, 734px\"\/><\/figure>\n<p>Could this SOP be 10+ pages long? Absolutely. If we added every detail possible to writing the email and uploading it to our email provider, it could probably be longer. But, we don\u2019t need every detail for it to get done right. We just need our team to know the schedule (so the email gets written!), to understand who\u2019s in charge of what part of the process, and to have the outline.\u00a0<\/p>\n<p><strong>That\u2019s it.<\/strong><\/p>\n<p>Now, you have an SOP that your team will actually use because they genuinely need it! Ahh, the magic of functional SOPs. ?<\/p>\n<h2>Are Your Employees *Really* Using Your SOPs?<\/h2>\n<p>They might not be today\u2026but they can be tomorrow. Just by simplifying how many SOPs you create and how you write them, <a href=\"https:\/\/www.digitalmarketer.com\/blog\/marketing-management\/marketing-agency-growth-model\/\" target=\"_blank\" rel=\"noreferrer noopener\">your marketing agency<\/a> can change overnight. You can go from putting out little fires all day long to knowing that any task\/procedure moving the needle and happening consistently is getting taken care of.\u00a0<\/p>\n<p>As the owner, executive, or manager of a marketing agency, this is a breath of fresh air. If you\u2019re focused on putting out the (consistent) little fires that come with employees and freelancers not using SOPs because they\u2019re too complicated, bulky, and time consuming, how can you captain your ship towards smoother waters?<\/p>\n<p>There\u2019s a hard way to grow your agency and an easy way. Part of the easy way is creating functional SOPs so your employees actually use them. The other part is the realization that you don\u2019t know everything, and you\u2019re not supposed to. There are marketing strategies, agency growth tactics, and marketing knowledge that you don\u2019t have\u2014that could help your agency reach your big goal this year.<\/p>\n<p>And they\u2019re all inside of <a href=\"https:\/\/www.digitalmarketer.com\/lab-plus\/\" target=\"_blank\" rel=\"noreferrer noopener\">DigitalMarketer Lab<\/a>. Lab is our members-only platform where the top marketers give away their marketing expertise through Insider Trainings, Workshops, Playbooks, and our Toolkits.\u00a0<\/p>\n<p>By becoming a Lab member, you get access to every past Training, Workshop, Playbook, and ToolKit\u2014and our community of 10,000 marketers.<\/p>\n<p><a href=\"https:\/\/www.digitalmarketer.com\/lab-plus\/\" target=\"_blank\" rel=\"noreferrer noopener\">See what\u2019s inside Lab here.<\/a><\/p>\n<\/p><\/div>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/><a href=\"https:\/\/www.digitalmarketer.com\/blog\/marketing-management\/how-to-create-functional-sops\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Everybody tells you to make SOPs as an agency owner. It\u2019s the only way to grow, right? Yes\u2026and no. Your marketing agency needs SOPs. That\u2019s&#8230;<\/p>\n","protected":false},"author":1,"featured_media":5325,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-5324","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-universe"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create Functional SOPs (That Your Employees Actually Use) - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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