Templates & SOPs

Ready-to-use templates referenced throughout the book.

📋

SOP Master Template

The standard operating procedure template used throughout Built to Run. Includes header, steps, decision trees, and version control.

Template
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Operations Audit Worksheet

A complete checklist for auditing your current operations. Identify bottlenecks, single points of failure, and quick wins.

Worksheet
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Delegation Decision Matrix

Determine what to delegate, what to automate, what to document, and what to eliminate entirely.

Framework
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Hiring Scorecard

Evaluate candidates based on systems-fit criteria. Interview questions, scoring rubric, and decision framework.

Template
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Onboarding Sequence Builder

Map out a 30-60-90 day onboarding plan with milestones, check-ins, and competency assessments.

Template
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KPI Dashboard Template

A starter template for building your management dashboard. Includes recommended KPIs by department and business type.

Template
💬

Meeting Cadence Planner

Design your weekly, monthly, and quarterly meeting rhythm. Includes agendas, facilitation guides, and action tracking.

Framework
⚙

Automation Assessment

Evaluate which processes in your business are ready for automation, and which tools are the best fit.

Worksheet
🎯

Scale Readiness Checklist

A comprehensive checklist to determine if your business systems are ready for growth. 50+ criteria across all six pillars.

Checklist

All templates are included with your copy of Built to Run.

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