Advice for Videoing SOPs and Processes

Advice for Videoing SOPs and Processes

Videoing SOPs and processes is a fantastic way to train employees on these systems. However, it can feel daunting to create videos because we often see examples of beautiful and perfect productions.

In a recent interview between Adi Klevit of Business Success Consulting Group and Jon LoDuca of PlayBookBuilder, they share advice for harnessing the power of video when creating SOPs and processes.

Advice for Videoing SOPs and Processes

Video is a fantastic way for employees to gain information directly from the business owner. This medium provides key factors like inflection, passion, tonality, and more. All of this imparts the value of a particular process to an employee while also showing them the relevant steps of a process.

However, videoing yourself is daunting. It can feel strange. You may assume you need a production company to help or want to build a set or get hair and makeup done beforehand. The audio/visual world has become highly produced, making approaching it daunting.

Here are a few pieces of advice for using video in processes. None of this advice adds time or expense. In fact, our goal is to make creating videos as simple as possible so that you add them to your processes:

Create an interview

Scripting out what to say in a video can be difficult. Avoid this challenge by creating an interview. Your employees can list out questions they have had, you can use AI to structure interview questions in the tone of your favorite interviewer, or you can create a mock interview by flashing a question on the screen and answering it. 

These interview videos can be used in a myriad of ways. They can be cut up, added to process explanations, used as an intro to the company, and more.

Record your Video Conferencing Meetings

Do you have to train and orient new hires? Record your video conferencing meetings and use some of that video for future training. 

Video what is on your screen

Various programs like the Chrome extension Screencastify allow you to record your voice as you show what you’re doing on your screen. You can also do this through Zoom by using the screen share function.

Don’t be afraid to tell a story

Recording scripted videos can feel awkward. Don’t be afraid to go off script and tell a story. During the interview, Jon shared a story his dad told him while teaching him to change oil in the car. This story is one that Jon never forgot, and he still remembers how to change his oil. Stories make the video feel more like a conversation, making the lesson you share easier to remember. 

Document as you go

Recording something simple, like adding a new sales contact into your CRM, may seem minor. But, if you record as you go, you will knock out many of your process-building “to-dos” without adding extra time to your calendar. These repetitive “to-dos” are exactly what you need to build processes around.

Are you ready to create business processes for your company? Get in touch with the experts at Business Success Consulting Group.

Advice for Videoing SOPs and Processes

Author: Adi Klevit

Founder: Business Success Consulting Group

Adi is passionate about helping businesses bring order to their operations. With over 30 years of experience as a process consultant, executive and entrepreneur, she’s an expert at making the complex simple. Adi has been featured on numerous podcasts and delivered many webinars, and live workshops, sharing her insights on systematizing a business. She also hosts The Systems Simplified Podcast, publishes a weekly blog, and has written numerous original articles published on Inc.com.

Related Posts