SOPs · 6 min read · Published · Updated

The outsourcing SOP checklist: what to document before delegating

Use this checklist to write SOPs remote staff can follow without constant back-and-forth.

Name the finished result

Every SOP needs a clear output. If the worker cannot tell when the task is done, the guide is not ready.

List the tools and inputs

Add the accounts, files, templates, examples, permissions, and source data the person needs before they start.

Add a quality check

Include the common mistakes and a final review list. This turns the SOP into a simple management tool instead of a plain list of steps.

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