Free Startup SOP Template

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Free Startup SOP Template

Startup SOP

1. Purpose

The purpose of this SOP is to outline the standard procedures and responsibilities for managing the daily operations of [Your Company Name], ensuring consistency, efficiency, and compliance with legal and industry standards.

2. Scope

This SOP applies to all departments within [Your Company Name], including but not limited to operations, finance, marketing, human resources, and customer service.

3. Responsibilities

  • CEO: Oversees all operations, ensures strategic alignment, and approves significant decisions.

  • Operations Manager: Manages daily operations, implements this SOP, and ensures compliance.

  • Finance Manager: Manages financial transactions, budgeting, and reporting.

  • HR Manager: Handles recruitment, employee relations, and compliance with labor laws.

  • Marketing Manager: Oversees marketing strategies, campaigns, and brand management.

  • Customer Service Manager: Manages customer inquiries, complaints, and satisfaction.

4. Procedure

4.1 Daily Operations

  • 4.1.1 Start of Day Checklist

    • Ensure all systems are operational and updated.

    • Review and assign daily tasks to team members.

    • Conduct a brief team meeting to align on priorities.

  • 4.1.2 Task Management

    • All tasks must be logged in the project management tool ([Tool Name]).

    • Prioritize tasks based on urgency and impact.

    • Regularly update task statuses and provide feedback to team members.

4.2 Financial Management

  • 4.2.1 Budgeting

    • Develop and review the monthly budget with the Finance Manager.

    • Approve all expenses over $1,000 with the CEO.

    • Monitor cash flow and adjust budgets as necessary.

  • 4.2.2 Invoicing and Payments

    • Issue invoices to clients within 2 business days of service completion.

    • Follow up on unpaid invoices every week.

    • Ensure all vendor payments are processed according to contract terms.

4.3 Human Resources

  • 4.3.1 Recruitment

    • Post job openings on [Job Board Name(s)].

    • Conduct initial screening of candidates within 5 business days of application.

    • Schedule interviews with the HR Manager and department heads.

  • 4.3.2 Employee Onboarding

    • New employees must complete all onboarding documents within their first week.

    • Schedule orientation sessions to familiarize new hires with company policies and procedures.

4.4 Marketing and Branding

  • 4.4.1 Campaign Planning

    • Develop quarterly marketing plans, including objectives, target audience, and key strategies.

    • Present the marketing plan to the CEO for approval before execution.

  • 4.4.2 Social Media Management

    • Schedule daily posts on [Social Media Platforms].

    • Engage with followers by responding to comments and messages within 24 hours.

    • Monitor and report on social media performance weekly.

4.5 Customer Service

  • 4.5.1 Inquiry Management

    • Respond to customer inquiries within 24 hours.

    • Log all customer interactions in the CRM system ([CRM Tool Name]).

  • 4.5.2 Complaint Resolution

    • Investigate and resolve customer complaints within 3 business days.

    • Escalate unresolved issues to the Customer Service Manager.

5. Compliance and Reporting

  • 5.1 Legal Compliance

    • Ensure all operations comply with local, state, and federal laws.

    • Review and update compliance documents annually.

  • 5.2 Reporting

    • Prepare a monthly report on operations, including key metrics, challenges, and achievements.

    • Submit the report to the CEO by the 5th of each month.

6. Review and Continuous Improvement

  • 6.1 SOP Review

    • Review this SOP annually to ensure it remains relevant and effective.

    • Make updates as necessary and communicate changes to all staff.

  • 6.2 Feedback Loop

    • Encourage employees to provide feedback on this SOP to the Operations Manager.

    • Use feedback to improve processes and enhance operational efficiency.

7. References

  • [Reference Document 1]

  • [Reference Document 2]

8. Appendices

  • Appendix A: Start of Day Checklist

  • Appendix B: Task Management Flowchart

  • Appendix C: Onboarding Checklist

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