Interactive tool · free
SOP builder
Turn the way a recurring task gets done into a clear written procedure, ready to print and share with your team.
Private by design Your answers are processed in your browser only. They are not sent to an AI model, not stored, and never put into a link.
What the tool does
A lot of recurring work lives in one person's head: how a new client is onboarded, how a post gets published, how a payment is approved. When that person is away, the work stalls. This tool helps you put the procedure into one clear document: what it is for, who owns it, what starts it, what it needs, its steps in order, and what happens when something goes wrong.
From your answers it builds a structured document with numbered steps, a quality checklist drawn from the output and approvals, and an escalation list from the exceptions. It gently flags steps that don't start with a verb and a missing exceptions section, the two things that most often make written procedures hard to follow.
Who it's for
- Small business owners who want to hand off recurring tasks
- Team and operations managers onboarding a new hire or handing over work
- Agencies that want consistent handoffs between team members
- Associations whose volunteers change and who need a way of working that doesn't get lost
How to use it
- Pick one recurring process, ideally while doing it or right after.
- Fill in the four steps, writing each step of the procedure on its own line, starting with a verb.
- Review the document with the person who actually runs the process, and adjust.
- Copy or print it, and put the three-month review in the calendar.
Privacy
The tool is structured logic running in your page: rules, questions and decision tables I wrote myself, not an AI model. Nothing you type leaves your device; the only thing recorded is that the tool was used, with no content.
The tool organises what you write; it does not know how your work is done, so the SOP is only as good as your answers. The verb check is approximate and can misread some phrasing. No written procedure should be adopted until someone other than its author has followed it.