Writing Processes & SOP’s (A Real-Life Example)

An over-the-shoulder look at me writing up processes and standard operating procedures for client website builds.

Kyle Van Deusen

Published:

Filed Under:

Processes

busy office worker closely inspecting paper documentation at office
This content contains affiliate links. View our affiliate disclaimer.

When it comes to processes and procedures (SOP's), it's often something we wish we had… but few actually do it.

We worry that we won't do it right.

We get lost in the tools.

We're not sure what it should look like.

I don't claim to have all the answers — far from it — but I do think we need to look at these things in practice rather than just theory.

If you're feeling stuck, unsure of where to start, or just want to look at another perspective, then I've got a little something for you!

In this video I walk you through a super-simple system for setting up and documenting your processes, as well as writing a SOP (in the example I write an SOP for conducting a consultation call with a website prospect). It's not the only way to do it, it's not the best way to do it — but it's a practical and real-life example of a way you can actually do it and get it done.

Hopefully you enjoy this over-my-shoulder look at creating some processes and standard operating procedures.

There's no one “right way” to do it — the important thing is that you start… It's the only way you'll be able to make improvements!

I'd love to hear more about how you document your processes — so hop on over to our group and share your experiences!

If you'd like to download the documents I put together in this video, you can download the full zip here.

Share this article!

Kyle Van Deusen

The Admin Bar

Born in California and raised in Texas, Kyle is a husband and proud father of three. After spending 15 years as a graphic designer and earning a business degree, he launched OGAL Web Design in 2017, The Admin Bar community with Matt Sebert in 2018, and Docket WP with Andre Gagnon in 2020.

Come Join Us!

Join the #1 WordPress Community and dive into conversations covering every aspect of running an agency!

Kyle Van Deusen

Community Manager

The Friday Chaser

Wash down the week with the best of The Admin Bar! News, tips, and the best conversations delivered straight to your inbox every Friday!

Latest Events

September 16th, 2022

Kevin Powell Talks WordPress!

What we can learn from a master front end developer

August 19th, 2022

Optimizing Live with Perfmatters

Get a behind-the-scenes look at how Brian uses Perfmatters on live websites!

July 8th, 2022

New TAB Site Teardown

How any why I rebuilt The Admin Bar website with GenerateBlocks (Featuring Dave Foy)

More Articles

discovery

6 Ways A Good Discovery Process Can Benefit Your Business

Is your discovery process not delivering the results you want? Ben from Uprise Digital is here with his advice on how to create a more valuable discovery phase.

5 Block Editor Secrets (1)

The Block Editor: 5 Things You Might Not Know

5 ways to improve your workflow, eliminate plugins, and make block-building more enjoyable!

business-2022-05-04-00-33-49-utc

How To Fight Back Against Marketing Budget Cuts

During times of economic downturn and instability, how do you fight back against budget cuts?