DIY SOP Starter Kit
$27$47
Owner Freedom Framework™: DIY SOP Starter Kit
Your team needs direction. You deserve breathing room.
Are you tired of repeating instructions, answering the same questions, and feeling like every decision comes back to you?
When your agency’s processes live in your head, delegating can feel like more work than doing it yourself.
The DIY SOP Starter Kit helps you turn those processes into clear, repeatable Standard Operating Procedures your team can follow—with defined responsibilities, documentation, and steps for handling common problems.
For just $27, get a practical starting point for creating your own SOPs.
WHAT’S INSIDE
✅ 100 discovery questions across Leadership, Intake, Onboarding, Scheduling, and Financial
✅ A guided workbook to help you choose and document your first process
✅ Editable SOP templates and worksheets you can customize for your agency
✅ Two completed SOP examples: inquiry follow-up and caregiver call-out response
✅ Quality, testing, and training checklists to help you put your procedures into practice
✅ An SOP register and revision log to keep your documents organized
✅ A bonus AI drafting prompt to turn your process notes into a draft for your review
✅ A suggested seven-day action plan to guide your progress
IMAGINE HAVING…
• Clear instructions you can point your team to
• Greater confidence when assigning responsibilities
• A documented plan for common situations
• Less uncertainty about who does what next
WHO IS THIS FOR?
Non-medical home care agency owners, administrators, and office managers who want to create their own procedures and reduce everyday dependence on the owner.
Whether you’re documenting your first process or organizing existing instructions, this kit gives you a structure you can use again and again.
HOW IT WORKS
Choose one process → Answer the questions → Draft your SOP → Test and refine it → Approve it → Train your team.
Start with one usable SOP. Repeat the process as your agency grows.
PLEASE NOTE
This is a self-paced digital toolkit with PDF guides and editable Word resources. Personalized coaching and custom SOP writing are sold separately. Adapt all templates and examples to your agency’s operations and applicable requirements; this kit does not replace a required policy and procedure manual.
For use within your own agency. Resale and redistribution are prohibited.
Ready to stop explaining the same process from scratch?
Get your DIY SOP Starter Kit for $27 and take the first step toward clearer systems and more confident delegation.
Created by Dr. Shannon Simpson Shand, RN, MPA
Home Care Business Mentor & Strategist