Preparing SOPs for Automation – Checklist

Business Systems · Productivity · Automation

Get your systems automation-ready with this simple, structured checklist.

About the Product

This checklist is your step-by-step guide to getting your Standard Operating Procedures (SOPs) ready for automation. Whether you’re running a small business or leading a growing team, this resource helps you streamline processes, tidy up documentation, and lay the foundations for smooth, scalable automation.

Perfect for business owners, operations managers, and entrepreneurs who want to save time, boost accuracy, and future-proof their workflows.

What’s Inside:

📌 Task Identification – Learn how to spot which tasks are ready for automation and which need refining

📄 SOP Review – Check and update existing documentation for clarity, completeness, and automation compatibility

🔁 System Readiness – Ensure tools, platforms, and integrations are in place for automation to run smoothly

🧪 Testing & Training – Plan for pilot runs, staff training, and feedback loops to guarantee success

📊 Tracking & Optimisation – Set up performance metrics to monitor outcomes and improve over time

What You’ll Gain:

✅ Confidence in knowing your SOPs are automation-ready

✅ A cleaner, more organised business system

✅ Fewer manual errors and faster task completion

✅ More time to focus on growth, not admin

✅ Clear next steps to build a more scalable operation

Details

Format: Checklist (ZIP download)

File Size: 3 MB

Skill Level: Beginner to Intermediate – no automation experience required

📂 Make your business run smoother, faster, and smarter.

🚀 Use this checklist to confidently prepare your SOPs for automation and scale with ease.