SOP: Operations for Core Management Areas
1. Purpose
To create a clear operating system for the main management areas of the business so the company can run smoothly, grow steadily, and reduce mistakes.
2. Objective
This SOP helps management control and improve these core areas:
- Planning
- Finance
- Sales
- Marketing
- Operations
- Human Resources
- Procurement
- Quality Control
- Client Management
- Reporting and Review
3. Scope
This SOP applies to:
- Business owner
- General manager
- Project manager
- Site engineer
- Admin team
- Finance team
- Sales and marketing team
- Procurement team
4. Core Principle
Every management area must follow 4 rules:
- Clear responsibility
- Clear process
- Clear measurement
- Clear review
5. Core Management Areas and Operations
A. Strategic Planning Management
Purpose
To ensure the company has direction and does not work randomly.
Daily/Weekly/Monthly Operation
- Review business goals
- Check project pipeline
- Identify top priorities
- Adjust plans based on actual conditions
Person Responsible
- Owner
- General manager
Output
- Monthly goals
- Quarterly targets
- Annual business direction
KPI
- Goal completion rate
- Number of active projects
- Revenue growth progress
B. Financial Management
Purpose
To control money flow, protect profit, and avoid cash shortage.
Daily Operation
- Record all income and expenses
- Track cash in and cash out
- Check urgent payments
Weekly Operation
- Review project spending
- Compare budget vs actual cost
- Follow up unpaid invoices
Monthly Operation
- Prepare profit/loss summary
- Review company cash flow
- Plan next month budget
Person Responsible
- Finance/admin
- Owner
Output
- Cash flow report
- Expense report
- Profit report
KPI
- Net profit margin
- Collection speed
- Budget control accuracy
C. Sales Management
Purpose
To turn leads into paying clients consistently.
Daily Operation
- Respond to inquiries
- Follow up potential clients
- Update sales pipeline
Weekly Operation
- Review quotation status
- Track closed deals
- Identify lost deals and reasons
Monthly Operation
- Check conversion rate
- Review sales target achievement
- Improve sales script
Person Responsible
- Sales team
- Owner
- Business development manager
Output
- Lead list
- Quotation tracker
- Closed deal summary
KPI
- Number of leads
- Conversion rate
- Sales value closed
D. Marketing Management
Purpose
To create awareness, attract clients, and build trust.
Daily/Weekly Operation
- Post project updates
- Share testimonials
- Publish educational content
- Monitor online engagement
Monthly Operation
- Review content performance
- Evaluate best channels
- Plan next month campaigns
Person Responsible
- Marketing team
- Owner
Output
- Content calendar
- Campaign plan
- Lead generation report
KPI
- Reach and engagement
- Number of inquiries
- Cost per lead
E. Project Operations Management
Purpose
To make sure all projects run safely, on time, and according to plan.
Daily Operation
- Check manpower
- Check site progress
- Check materials and equipment
- Solve site issues quickly
Weekly Operation
- Compare progress vs schedule
- Review work quality
- Review site productivity
Monthly Operation
- Report project status
- Update project timeline
- Identify delays and corrective action
Person Responsible
- Project manager
- Site engineer
- Site supervisor
Output
- Daily report
- Weekly progress report
- Delay recovery plan
KPI
- Project progress %
- Delay rate
- Productivity level
F. Human Resource Management
Purpose
To build a disciplined, capable, and loyal team.
Daily Operation
- Attendance control
- Role assignment
- Team communication
Weekly Operation
- Review worker performance
- Solve team conflict
- Train weak team members
Monthly Operation
- Performance evaluation
- Staff discipline review
- Workforce planning
Person Responsible
- HR/admin
- Project manager
- Owner
Output
- Attendance report
- Staff performance record
- Training plan
KPI
- Attendance rate
- Worker retention
- Performance improvement
G. Procurement and Material Management
Purpose
To ensure materials arrive on time, at the right quality, and at the right cost.
Daily Operation
- Check material requests
- Track deliveries
- Confirm received quantities
Weekly Operation
- Review supplier performance
- Compare supplier prices
- Check material usage
Monthly Operation
- Analyze purchasing cost
- Improve supplier list
- Reduce waste/loss
Person Responsible
- Procurement officer
- Site engineer
- Storekeeper
Output
- Purchase requests
- Delivery records
- Supplier evaluation list
KPI
- On-time delivery rate
- Material waste %
- Cost savings from purchasing
H. Quality Management
Purpose
To maintain good standards and reduce rework.
Daily Operation
- Inspect ongoing work
- Check workmanship
- Check drawing compliance
Weekly Operation
- Review defects
- Correct repeated errors
- Inspect completed sections
Monthly Operation
- Quality review meeting
- Rework cost review
- Quality improvement plan
Person Responsible
- Site engineer
- QC team
- Project manager
Output
- Inspection checklist
- Defect report
- Quality action log
KPI
- Defect rate
- Rework cost
- Inspection pass rate
I. Client Management
Purpose
To build trust, improve communication, and keep clients satisfied.
Daily/Weekly Operation
- Update clients on progress
- Respond to questions quickly
- Record client concerns
Monthly Operation
- Review client satisfaction
- Check repeat business opportunity
- Improve service quality
Person Responsible
- Owner
- Project manager
- Client service/admin
Output
- Client update log
- Meeting summary
- Client feedback report
KPI
- Response speed
- Client satisfaction score
- Repeat/referral clients
J. Reporting and Management Review
Purpose
To make decisions based on facts, not feelings.
Daily Report
- Work completed
- Problems found
- Next action
Weekly Report
- Project status
- Sales update
- Cash flow status
- Team issues
Monthly Review
- Revenue
- Cost
- Profit
- Team performance
- Client satisfaction
- Business improvement areas
Person Responsible
- All department heads
- Owner
Output
- Daily report
- Weekly meeting summary
- Monthly management review report
KPI
- Report submission on time
- Issue resolution speed
- Decision implementation rate
6. Standard Workflow
Step 1: Set plan
Each department sets daily, weekly, and monthly targets.
Step 2: Execute work
Each responsible person follows the approved process.
Step 3: Record data
All results, problems, and updates must be recorded.
Step 4: Review performance
Managers compare target vs actual result.
Step 5: Correct problems
Take immediate corrective action when performance is weak.
Step 6: Improve system
Update process to make work faster, better, and more stable.
7. Meeting Structure
Daily
Short team briefing:
- What to do today
- What problem exists
- What support is needed
Weekly
Management review:
- Operations
- Finance
- Sales
- Team issues
- Client issues
Monthly
Business review:
- KPI performance
- Profit and loss
- Department improvement
- Next month priorities
8. Rules for All Managers
Every manager must:
- Know the target
- Know the numbers
- Know the problems
- Know the people
- Know the next action
A manager must not only “watch work.”
A manager must control, improve, and lead work.
9. Simple Management Dashboard
Each week or month, management should review:
- Revenue
- Expenses
- Profit
- Number of leads
- Number of closed sales
- Project progress
- Delay issues
- Material waste
- Quality defects
- Team attendance
- Client complaints
- Client satisfaction
10. Final Management Formula
Good management = Clear plan + Clear people + Clear numbers + Clear follow-up
If one area is weak, the whole business becomes weak.
If all core management areas operate together, the business becomes:
- More organized
- More profitable
- More professional
- Easier to scale
If you want, I can turn this into a more powerful Smart-Book style SOP with:
English + Khmer,
table format, and
ready-to-post Blogger HTML.