SOP & Process Documentation for Growing Teams by Katrina LeeSOP & Process Documentation for Growing Teams by Katrina Lee
SOP & Process Documentation for Growing TeamsKatrina Lee
Your process lives in someone's head. Let's get it out.
I shadow the work as it actually happens, not as the org chart says it should, then write it down in a form your next hire can follow without asking anyone.
What I document
• Step by step, in the order a person actually does it
• Decision points and what to do at each one
• The exceptions, because that is where new people get stuck
• Handoffs, who owns what and when
• The forms, checklists, and templates that go with it
What you get
• A written SOP in plain language, with screenshots where they help
• The templates and checklists the process needs
• A one-page quick reference for people who already know the job
• Editable source files, no lock-in
Good fit if you are onboarding, preparing for an audit, handing a function to someone new, or you have realized one person is a single point of failure.
Background. 20+ years building process documentation and templates for federal program offices. COR Level II, FAR and DFAR familiarity, audit-reviewed work.
SOP & Process Documentation for Growing TeamsKatrina Lee
Starting at$95 /hr
Tags
Google Docs
Notion
Business Operations
Operations Manager
Technical Writer
Your process lives in someone's head. Let's get it out.
I shadow the work as it actually happens, not as the org chart says it should, then write it down in a form your next hire can follow without asking anyone.
What I document
• Step by step, in the order a person actually does it
• Decision points and what to do at each one
• The exceptions, because that is where new people get stuck
• Handoffs, who owns what and when
• The forms, checklists, and templates that go with it
What you get
• A written SOP in plain language, with screenshots where they help
• The templates and checklists the process needs
• A one-page quick reference for people who already know the job
• Editable source files, no lock-in
Good fit if you are onboarding, preparing for an audit, handing a function to someone new, or you have realized one person is a single point of failure.
Background. 20+ years building process documentation and templates for federal program offices. COR Level II, FAR and DFAR familiarity, audit-reviewed work.