Should I Have Written Policies and Standard Operating Procedures (SOPs)? Which Ones?

FREQUENTLY ASKED QUESTIONS

Should I Have Written Policies and Standard Operating Procedures (SOPs)? Which Ones?

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Short Answer: Yes. Every business should have written policies appropriate for its workforce and operations.

Why It Matters: Policies establish workplace expectations, while SOPs explain how recurring tasks should be performed. Common policies include anti-harassment, equal employment opportunity, confidentiality, technology and AI use, cybersecurity, leave, remote work, complaint reporting, and expense reimbursement. SOPs often address onboarding, client intake, billing, approvals, and document management.

Common Mistakes: Copying another company's policies; failing to train employees; creating policies that are not followed or updated.

Michelle's Bottom Line: Clear policies and procedures improve consistency, efficiency, and risk management.