Core Standard Operating Procedures for Small IT Providers

Learn how to create and implement the most critical Standard Operating Procedures to increase your profit and efficiencies.


When I take on new coaching clients, they have many of the same issues over and over again. This is true of clients with $10 Million in revenue as well as those under $1 Million. And almost all of them boil down to SOPs – Standard Operating Procedures. Or the lack thereof.

Everyone knows you need SOPs. In fact, you probably know which ones you need. But where do you start?

You will learn

  • A practical introduction to SOPs
  • The relationship matrix of SOPs
    • Clients
    • Employees
    • Vendors
    • Internal Organization
  • The Ten Most Important SOPs for your IT Consulting
  • Business
  • SOPs management, organization, and updates
  • Implementation strategies internally
  • Implementation strategies for clients
  • Service Department SOPs
    • Building
    • Training
    • Deployment
    • Upkeep
  • Avoiding the biggest pitfalls with SOP development and deployment
  • Building an Action Plan that works

Delivered by Karl W. Palachuk, blogger and author of the very popular “SOP Friday” posts at

Includes five weeks of webinar classes with related handouts, assignments, and “office hours” with the instructor.

This course is intended for business owners and managers. It is particularly useful for the Service Manager or Operations Manager.


Additional information

Core Pathway


Elective Pathway

Management, Service Manager


Automation, Cloud Services, Entrepreneurship, Hiring & Training, Managed Services, Management, Organize Your Business, Selling an MSP, SOPs, Sustainable Growth, Tools (PSA, RMM, etc.)

Build an “SOP Culture” to run your entire organization

Create great processes for employees, clients, vendors, sales, and your whole organization

Deep dive into service department SOPs

Includes lots of specific SOPs examples and checklists

Strategies for implementing SOPs and maintaining them over time

Karl W. Palachuk

Series Organizer & Principal Instructor

Karl W. Palachuk has built and sold two managed service businesses in Sacramento, CA. He is the founder and president of the Sacramento SMB IT Professionals Group, and author of many books, including The Network Documentation Workbook and Managed Services in a Month.

See full profile →


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5w01 Core Sops

Specialist Certification Pathways

Meets Core requirement:

Meets Elective requirement:

This class is currently offered on-demand and is scheduled to be taught live starting Jul 02, 2024.
If you enroll in an on-demand course, you can attend future live classes at no extra charge.

Course Outline

Module 1 Class Introduction
Unit 1 Introduction  - Preview  
Unit 2 Live Class Information  
Module 2 Class Content
Unit 1 Introduction and Organization of SOPs  
Unit 2 Managing Time and Money  
Unit 3 Service Delivery and the Service Board  
Unit 4 Practical Operating Considerations  
Unit 5 Putting It All Together  

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