Skip to content

Process and SOP audit checklist

Check whether a new starter could do the job from your written process, and where knowledge sits with one person.

Free pdf checklist · 8 pages · By Nikolas Gannon

Why audit your processes

In many small teams, how the work happens lives in one or two people’s heads. That works until someone is sick, leaves or is too busy to train the next person. Then response times slip and clients notice.

What good looks like

In my previous role, the process was written down before two new starters arrived. One was taking calls with confidence in about two weeks. This checklist is built from that standard.

Find out what your website needs

Book a free 30-minute website audit. We'll go through your site together and you'll leave with a short list of what to change first. If a rebuild isn't worth it, I'll say so.