How to Create SOPs (Standard Operating Procedures)

Document any task you do more than twice.

3 min read·Updated July 6, 2026

TL;DR

Document any task you do more than twice. SOPs are: step-by-step instructions with screenshots, stored in Notion or Google Docs, updated when processes change. Record Loom videos for visual tasks.

Introduction

Document any task you do more than twice. SOPs are: step-by-step instructions with screenshots, stored in Notion or Google Docs, updated when processes change. Record Loom videos for visual tasks.

This guide is written for first-time founders and solo entrepreneurs who need practical, actionable advice — not theory. Whether you're just getting started or hitting a specific roadblock, the steps below will help you move forward with confidence.

What You Need to Know

What to document is a critical part of getting this right. Start by researching your specific requirements — they vary by business type, revenue, and location. Document your current situation before making changes.

For most founders, the practical approach is to start simple and add complexity only when your business demands it. Don't over-engineer early decisions, but don't ignore them either. Many founders regret waiting too long to address what to document.

If you're operating across multiple regions (US, UK, EU), note that rules differ significantly. Always verify current regulations with official government sources or a qualified advisor.

Step-by-Step Process

SOP format is a critical part of getting this right. Start by researching your specific requirements — they vary by business type, revenue, and location. Document your current situation before making changes.

For most founders, the practical approach is to start simple and add complexity only when your business demands it. Don't over-engineer early decisions, but don't ignore them either. Many founders regret waiting too long to address sop format.

If you're operating across multiple regions (US, UK, EU), note that rules differ significantly. Always verify current regulations with official government sources or a qualified advisor.

Common Mistakes to Avoid

Tools for storage is a critical part of getting this right. Start by researching your specific requirements — they vary by business type, revenue, and location. Document your current situation before making changes.

For most founders, the practical approach is to start simple and add complexity only when your business demands it. Don't over-engineer early decisions, but don't ignore them either. Many founders regret waiting too long to address tools for storage.

If you're operating across multiple regions (US, UK, EU), note that rules differ significantly. Always verify current regulations with official government sources or a qualified advisor.

When to Get Professional Help

When to update is a critical part of getting this right. Start by researching your specific requirements — they vary by business type, revenue, and location. Document your current situation before making changes.

For most founders, the practical approach is to start simple and add complexity only when your business demands it. Don't over-engineer early decisions, but don't ignore them either. Many founders regret waiting too long to address when to update.

If you're operating across multiple regions (US, UK, EU), note that rules differ significantly. Always verify current regulations with official government sources or a qualified advisor.

Key Takeaways

  • How to Create SOPs (Standard Operating Procedures) starts with understanding your specific situation and region.
  • Take action on one step today rather than trying to do everything at once.
  • When in doubt, consult a qualified professional for your jurisdiction.
  • Bookmark related guides below to build a complete picture.

Frequently Asked Questions

What should I SOP first?+
Customer onboarding, invoicing, and any task you'd delegate to a VA or freelancer.