Original Date / Article Title
Coming Soon:
- SOP: Dealing with Unfaithful Employees
- SOP: Do Not Exclude Yourself from the Rules
Published:
Mar 7 = SOP: How to Track Credit Card AutoPayments
Feb 28 = SOP: Making Exceptions to SOPs
Feb 21 = SOP: Team Management of SOPs
Feb 14 = SOP: Paid Time Off / Paid Holidays
Feb 7 = SOP: Vendor/Distributor Record Keeping
Jan 31 = SOP: Honesty, Integrity, and Teamwork
Jan 17 = SOP: Information Sharing
Jan 10 = SOP: Document Pouches
Jan 3 = SOP: Time Entry and Note Entry in Service Tickets
Dec 27 = SOP: Basic Customer Service Training
Dec 20 = SOP: Next Year's Holiday and Pay Schedule
Dec 13 = SOP: End of Year SOPs
Dec 6 = SOP: Shredding
Nov 29 = SOP: Financial Goals - More than Revenue Targets
Nov 22 = SOP: Layoffs and Downsizing
Nov 15 = SOP: Financial Goals - Realistic Revenue Projections
Nov 8 = SOP: Getting Started - Cash vs. Accrual Accounting
Nov 1 = SOP: Signing Service Agreements
Oct 25 = SOP: Financial Goals - The Basics
Oct 18 = SOP: Rules for Working at Home
Oct 11 = SOP: Getting Started - The Form of Your Business
Oct 4 = SOP: DiSC Personality Profiles
Sep 27 = SOP: Getting Started - Business Licenses, etc.
Sep 20 = SOP: Getting Started - Naming Your Business
Sep 13 = SOP: Inventory Management
Sep 6 = SOP: Setting Up an MSP Office
Aug 30 = SOP: Outsourcing (Some) of Your Monthly Maintenance
Aug 23 = SOP: Quarterly Roadmap Meetings
Aug 16 = SOP: Trip Charges and On Site Minimums
Aug 9 = SOP: HIPAA Part Three - Documentation
Aug 2 = SOP: HIPAA Part Two - Compliance
July 26 = SOP: HIPAA Part One - Training
July 19 = SOP: BYOD - Bring Your Own Destruction
July 12 = SOP: Mobile Device Management
July 5 = SOP: Sales Scripts
June 28 = SOP: Collection Policies
June 21 = SOP: The Managed Services Grid
June 14 = SOP: Billing Procedures and Policies
June 7 = SOP: Naming Your Processes and Procedures
May 31 = SOP: Casual Fridays (and Dress Codes Generally)
May 24 = SOP: Managing Temporary Files
May 17 = SOP: Removing a Client from Managed Services
May 10 = SOP: Healthcare and Other Benefits
May 3 = SOP: Travel Policies
April 26 = SOP: Assign Techs or Rotate Them?
April 19 = SOP: Moving a Client Office
April 12 = SOP: Employee Expense Reports
Apr 5 = SOP: Using a White Board
(100th Post in the Series!)
Mar 29 = SOP: Is This a Profitable Hour?
Mar 22 = SOP: How to Work 8AM to 5PM in I.T. Consulting
Mar 15 = SOP: Prudent Password Policies
Mar 8 = SOP: Vendor Management and Coordination
Mar 1 = SOP: Removing Old Information - From Everything
Feb 22 = SOP: When Processes and Policies Become Obsolete
Feb 15 = SOP: How to Use Velcro
Feb 8 = SOP: Monthly Single Checklist
Feb 1 = SOP: Employee Review Procedure (Quarterly or Annual)
Jan 25 = SOP: On Call and Night Staff
Jan 18 = SOP: After Hours Work
Jan 11 = SOP: Voicemail Passwords, etc.
Jan 4, 2013 = SOP: How to Maximize Billability of Technicians
Dec 28 = SOP: Building a Business Plan for Your I.T. Company
Dec 21 = SOP: Helping Clients with Audits - Security and Insurance
Dec 14 = SOP: Employee Onboarding
Dec 7 = SOP: Hiring vs. Outsourcing
Nov 30 = SOP: Disaster Recovery - Simple Restores
Nov 23 = SOP: Labeling Equipment
Nov 16 = SOP: DNS and DHCP Allocation - Server vs. Firewall
Nov 9 = SOP: Business Cards . . . All the Details
Nov 2 = SOP: Sales Tickets and Sales Queues
Oct 26 = SOP: The Monthly Maintenance Checklist
Oct 19 = SOP: Why We Do Monthly Maintenance
Oct 12 = SOP: Scheduling Monthly Maintenance and On Site Visits
(75th post in the series!)
Oct 5 = SOP: Organizing Your Company Files and Folders
Sep 28 = SOP: Patch Management Philosophy and Procedures
Sep 21 = SOP: Client Personnel Changes: Employee Departure Checklist
Sep 14 = SOP: Client Personnel Changes: New User Checklist
Sep 7 = SOP: Final Friday Training
Aug 31 = SOP: Backups Part 4 - Changing Technologies
Aug 24 = SOP: Backups Part 3 - Backup Monitoring, Testing, and Management
Aug 17 = SOP: Backups 2: Backup Philosophies and Client Communication
Aug 10 = SOP: Backups 1: Defining Your Client Backup
Aug 3 = SOP: The Tech on Call for The Day - Managing Daily Workflow
Jul 27 = SOP: Daily Monitoring of Client Machines
Jul 20 = SOP: Invoice Review and Processing
Jul 13 = SOP: Adding a New Machine to Managed Services
Jul 6 = SOP: Time Sheet Submission and Approval
Jun 29 = SOP: Front Office Roles and Responsibilities
Jun 22 = SOP: Troubleshooting Guidelines
Jun 15 = SOP: Technician Supplies -- "Scary Box"
Jun 8 = SOP: Technician Roles and Responsibilities
Jun 1 = SOP: Service Manager Roles and Responsibilities
May 25 = SOP: Guide to a Service Call
May 18 = SOP: Technician Daily Time Management
May 11 = SOP: Service Board Backlog Management
May 4 = SOP: Do Billable Work First?
Apr27 = SOP: Managing Internal Administrative Tasks
Apr 20 = SOP: Setting Up Alerts in Your PSA and RMM
(50th post in the series!)
Apr 13 = SOP: Setting Up a New Managed Service Client (Checklist)
Apr 6 = SOP: Third Party Tech Support - Documenting Calls
Mar 30 = SOP: Third Party Tech Support - Rules of Engagement
Mar 23 = SOP: Phone Procedures 2 - How Much Interruption is Okay?
Mar 16 = SOP: Phone Procedures 1 - Philosophy and General Rules
Mar 9 = SOP: Checklist for Major Scheduled Maintenance
Mar 2 = SOP: Schedules and Timelines for Running Your Company
Feb 24 = SOP: Server Down Procedures
Feb 17 = SOP: Email Rules and Etiquette for the Consultant
Feb 10 = SOP: Response Times - Guarantees and Delivery
Feb 3 = SOP: The First Client Visit
Jan 27 = SOP: Software Upgrade Policy
Jan 20 = SOP: Keeping Your Standards and Procedures Organized
Jan 13 = SOP: Hardware Replacement Policy
Jan 6, 2012 = SOP: Employee Handbook
Dec 30 = SOP: Cash Flow - Weekly Procedure
Dec 23 = SOP: Hiring Your First Employee
Dec 16 = SOP: Activating and Registering Client Software and Hardware
Dec 9 = SOP: Running Regular Financial Reports
Dec 2 = SOP: Defining Your Company to Clients and Employees
Nov 25 = SOP: Celebrate Anniversaries (Employees and Clients)
Nov 18 = SOP: Naming Conventions for Machines and Servers
Nov 11 = SOP: Firing Process
Nov 4 = SOP: Hiring Process
Oct 28 = SOP: Phone Etiquette and Procedures
Oct 21 = SOP: Time Tracking for Employees
Oct 14 = SOP: Clients Who Abuse the Phones
Oct 7 = SOP: Choosing Pay Dates
Sep 30 = SOP: Documenting Backups
Sep 23 = SOP: Cash Flow: Dealing with Late Payments
Sep 16 = SOP: IP Address Allocations
Sep 9 = SOP: Cash Flow: Getting Paid in Advance
Sep 2 = SOP: Massaging the Service Board
Aug 26 = SOP: How Do Service Requests Get Into Your System?
Aug 19 = SOP: Setting Job Priorities
Aug 12 = SOP: Service Ticket Statuses to Use and When to Use Them
Aug 5 = SOP: Hourly vs. Salary Employees
July 29 = SOP: Local Docs, My Docs, and Storing Files on the Server
July 22 = SOP: Responding to Viruses
July 15 = SOP: Router and Firewall Configurations
July 8 = SOP: Troubleshooting and Repair Logs
July 1 = SOP: New PC Checklists
June 24 = SOP: Used Equipment and Warranties
June 17 = SOP: Nuking and Paving
June 10 = SOP: Approved Tools
June 3 = SOP: Service Ticket Updates
May 27 = SOP: Working in Real Time
May 20 = SOP: Date Formats
May 13, 2011 = SOP: The !Tech Directory
Please bookmark that page, check back often, and let me know if you have any feedback on the series.
:-) |
Looking for great Standard Operating Procedures for your computer consulting business? Start here:
The Network Documentation Workbook
A Guide for Small-Medium Business (SMB) Windows Administrators
Service Agreements for SMB Consultants
A Quick-Start Guide to Managed Services
The Network Migration Workbook
Zero Downtime Migration Strategies for Microsoft Networks
The Super-Good Project Planner for Technical Consultants
An E-Book on Practical Project Management
Managed Services in a Month
Build a Successful IT Services Business in 30 Days
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Hello! I run a small technology consulting firm, and another business, in Sacramento, CA. I hope you find something useful here. If we can help, contact me at 
