Free Conference Recording: Creating an Operations Manual

November 18, 2019 6:38 PM | Diane Greenhalgh (Administrator)

NAPO conference recordings are free for our chapter members.

Title: The Operations Manual - Run Your Business Like A Badass
Number: CR4-704
Presenter: Alexis Boccanfuso of Clutterphobe
Review by: Jill Katz, One to Zen Organizing

As we know, having an organizing business means that we both organize for clients and run a business. We need to do both to be successful. Some call it working “in” your business vs. working “on” your business.

This conference presentation focuses on being a business owner. Here are 3 nuggets I learned from the presentation:

  • If you are running your own business, an important component of success is having an operations manual with SOP’s or Standard Operating Procedures.
  • SOP’s have 3 main components: Function such as payroll, marketing, client intake; Tasks within that function such as “How I get paid” or “How do I follow up with leads”; & Step-by-Step procedures of how that task gets done.
  • These SOP’s are important in creating consistency with each function and task. It also ensures that anyone can look at it (ex. If you are on vacation, hire employees) and maintain it to your standard.

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