Run It Like a System is a practical SOP and operations playbook for founders, ops leads and team managers, with ready-to-use templates, a live Operations System workbook and two complete worked SOPs.
Run It Like a System · Bodhih Pro Kits · 04 by Bodhih Training, trainers to 2,000+ companies since 2008.
Pick a high-priority process, watch it being done, then write numbered steps with one action and one verb each, clear standards and marked decisions. Add purpose, scope, roles, inputs and checks, test it on a newcomer and give it an owner and review date. Run It Like a System from Bodhih Training gives you the method and templates.
Want the full free guide first? Read How to Write an SOP People Actually Follow: A Step-by-Step Guide.
Your phone buzzes with questions only you can answer, even though none of them really need you. You can't take a week off without things slipping, and growth just means more interruptions.
Someone wrote a long manual once. It's out of date, nobody opens it and the real process lives in people's heads and private spreadsheets. Starting again feels like a waste of time.
Quotes don't get followed up, new clients wait too long, invoices go out late and new hires find out how things work by getting them wrong. Everyone is busy, and nobody is quite sure who owns what.
It feels better, maybe. But you have no simple numbers that tell you whether a process is being followed, whether it works, or which SOPs are already stale.
Imagine an ordinary Tuesday a few months from now. A new client signs in the morning and by lunchtime they've had a welcome email, their folder exists and the kick-off call is booked. Nobody asked you how, because the answer was already written down.
As you open the Operations System workbook on the first Monday of the month, you see it at a glance: two KPIs amber, one SOP due for review, three fresh ideas in the Improvement Log. You spend thirty minutes there, make three decisions, and get back to the work only you can do.
It starts smaller than you think. When you list your processes and let the priority score rank them, the first three to document become obvious. When you sit with a colleague for twenty minutes and capture what they really do, the draft almost writes itself. And when a newcomer follows it without calling you, you'll notice how quiet your phone has become.
Whether you begin with the 60-minute cheat sheet tonight or the process inventory with a colleague tomorrow, you'll have your first tested SOP within a week, and a system your team can keep improving without you.
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The guide: methods, worked examples, scripts and exercises
Process inventory with priority scoring, SOP register with overdue-review flags, KPI tracker with automatic RAG status, improvement log and a live dashboard.
The seven-part SOP template (header, purpose, scope, roles, inputs, steps, checks and records) with writing prompts in every section.
Map any process on one page with a SIPOC table, then list steps by role to find handoffs and delays before you write the SOP.
Clarify who is Responsible, Accountable, Consulted and Informed for each task, with a worked example and a health check for common RACI problems.
A complete, ready-to-adapt client onboarding SOP for a service business, with welcome email, kick-off agenda and information request checklist.
A day-by-day month-end close procedure for a small finance team, with checks, owners and a five-working-day target. Adapt to your accounting system.
A fillable review form to check any SOP against the seven-part standard before approval, with a newcomer test record and sign-off.
A fillable 45-minute audit to check whether a process follows its SOP: observe the work, sample records, score compliance and agree improvements.
One-page sprint plan for drafting an SOP: capture, draft, fill the frame, flag gaps, then test with a newcomer.
A CSV version of the SOP register columns with sample rows, for importing into Notion, Airtable, SharePoint lists, a project tool or your own spreadsheet.
22 short, scheduled sessions that take you from process inventory to a living SOP library in 90 days. Imports into Google, Outlook or Apple Calendar.
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
Rank every process by frequency, impact, knowledge risk and pain so you document the ones that pay back first.
Use SIPOC and swimlane maps to agree boundaries and expose the handoffs where work stalls.
The seven-part structure and step-writing rules that turn vague manuals into SOPs people can follow.
A capture, draft and newcomer-test method that produces a tested SOP in about an hour of focused work.
When to use do-confirm or read-do checklists, decision tables, and how much detail is enough.
Use RACI to give every task one accountable owner and hand processes over properly.
Timed, owned onboarding sequences for new clients and new hires, with a full worked example.
Pair outcome and process KPIs with built-in quality checks and blame-free audits.
PDCA and kaizen in plain words, an improvement log scored by value, and sensible automation ideas.
Ownership, review cycles and light change control that stop your SOP library going stale.
Every outcome is practised with a worked example and a tool, not just described.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Sarah runs a bookkeeping practice in Leeds. She inherited a "procedures manual" from the previous owner: 63 pages of dense paragraphs, last updated in 2019, with phrases like "the relevant staff member should ensure appropriate reconciliation is carried out in a timely manner." Her team had never opened it. When she asked why, her senior bookkeeper said, very politely, "Because it doesn't tell me what to do." That's the test. An SOP isn't a policy, a philosophy or a training course. It's a tool for doing a job. If someone can't open it and follow it, it isn't working. After many years of helping teams write procedures, we've settled on a structure that works across industries. Your SOP Master Template follows it exactly.
| Free templates and typical advice | This kit | |
|---|---|---|
| Where to start | Document whatever comes to mind first | A scored process inventory ranks what to document by frequency, impact, knowledge risk and pain |
| Templates | A blank SOP outline with headings | A seven-part template with writing prompts, plus two complete worked SOPs to adapt |
| Writing method | Write it from memory at your desk | Capture the real work, draft in 60 minutes, then test with a newcomer |
| Ownership | Everyone involved, nobody accountable | RACI with one Accountable role per task and a delegation handover plan |
| Measurement | It feels better | KPI tracker with targets, amber thresholds, automatic RAG status and trend |
| Keeping it current | Accurate for six weeks, then forgotten | SOP register with review cycles, overdue flags and a monthly 30-minute check |
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
You already know how your business works; this kit helps you get it out of your head and into a system your team can run. Whether you start with the 60-minute cheat sheet tonight or the process inventory on Monday morning, download the kit and write your first SOP this week.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
Ready-to-deliver workshops for trainers and L&D teams.
AI upskilling programmes for whole teams.
250+ AI-graded assessments to measure skills and earn verified credentials.
Individual development plans that start from evidence and stay yours.
Run this topic as a live workshop for your team, in person or online.
Book a vetted coach for career, leadership or communication. Pay per session.
Certification pathways in Applied AI, Workplace English and management.
A usable SOP has seven parts: a header with owner and review date, purpose, scope, roles, inputs and tools, numbered steps, and checks and records. The kit's SOP Master Template walks you through each one with prompts and examples.
As short as a competent newcomer needs to follow it. For most small-business processes that's one to three pages. If you're past five pages, you probably have two processes combined or you're writing training material, so split it.
Score each process on how often it happens, how much damage an error causes, how many people know it and how much pain it causes now. The Process Inventory sheet in the workbook calculates a priority score out of 40 and sorts processes into Document now, Next 90 days and Later.
Write them from the real work, not memory, keep steps short and specific, test each one with a newcomer, and put checklists where the work happens. Then point people to the SOP instead of re-explaining, and give every SOP an owner who keeps it current.
Yes. Upload the Excel file to Google Drive and save it as a Google Sheet. The drop-downs, formulas, conditional colours and dashboard counts all work, and the Word templates open in Google Docs.
No. Everything in the kit works with Excel or Google Sheets, Word or Google Docs and a PDF reader. A whiteboard and sticky notes are enough for SIPOC and swimlane mapping, and the CSV file lets you move your register into a knowledge base or project tool later if you want to.
If you'd like a baseline, AssessAll offers short scenario-based assessments that fit this kit well: Lean & Continuous Improvement Judgment, Task Briefing and Delegation Clarity, and Procurement & Vendor Management Judgment. They're optional and sold separately; the kit works on its own.
Yes. Many managers use the SOP rollout as a development opportunity, giving people ownership of processes, audits or improvements. If you want structured plans for each person, Jobulary for Teams can turn those goals into development plans for your whole team.
The method is a strong foundation for good documentation habits, but it isn't a certification toolkit. If you're working towards ISO 9001 or must meet regulatory rules, check the specific requirements with your certification body, regulator or a qualified consultant.
Because this is a digital product, the kit is non-refundable once downloaded. If a file is corrupted and we can't fix it within 3 working days, if you were charged twice, or if delivery failed, contact us and we'll put it right.
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
