Maltix Standard Operating Procedures
Category titles for Maltix SOP
William Nicholls
Last Update 8 days ago
Overview Completion by Summer 2025
1. Communication SOPs:
- Phone etiquette and answering calls
- Email communication guidelines
- Internal communication protocols
- Communication with clients or customers
2. Administrative SOPs: largely automated
- Document management and filing procedures
- Data entry and record-keeping guidelines
- Appointment scheduling and calendar management
3. Workflow Gannt SOPs:
- Task assignment and delegation procedures
- Workflow and task management tools usage
- Time management and prioritization guidelines
- Project management processes
4. Training and Onboarding SOPs:
- New employee orientation and onboarding procedures
- Training program development and implementation
- Training material creation and distribution guidelines
- Performance evaluation and feedback processes
5. Customer Service SOPs:
- Complaint resolution procedures
- Customer satisfaction measurement and feedback collection
- Service recovery processes
6. IT and Technology SOPs:
- Computer and software usage guidelines
- Network and internet security protocols
- Data backup and recovery procedures
- Troubleshooting and technical support processes
7. Human Resources SOPs:
- Recruitment and selection procedures
- Employee performance evaluation and
- Employee onboarding and offboarding processes
- Leave management and time-off requests
- Performance management and disciplinary procedures
- Employee benefits administration
8. Financial SOPs: Available from Maurice Watts
- Budgeting and financial planning processes
- Expense management and reimbursement guidelines
- STRIPE Invoice processing and accounts payable procedures
- Financial reporting and analysis
9. Health and Safety SOPs:- Emergency response and evacuation protocols
- Workplace hazard identification and risk assessment
- Accident reporting and investigation procedures
- Safety training and awareness programs
10. Quality Control SOPs: Gannt
- Quality assurance and control processes
- Product or service inspection and testing guidelines
- Non-conformance and corrective action procedures
- Client Sign off procedure
11. Marketing and Sales SOPs:
- Sales pipeline management and CRM usage
- Marketing campaign planning and execution
- Brand Bible and promotional material guidelines
- Contract management and review processes
- Intellectual property protection measures
- Privacy and data protection policies
- Regulatory compliance procedures
13. Facilities and Maintenance SOPs:
- Building maintenance and cleaning schedules
- Equipment maintenance and repair protocols
- Facility access and security procedures
14. Event Management SOPs:
- Event planning and coordination processes
- Venue selection and booking guidelines
- Event promotion and marketing strategies
- On-site event QR management and logistics
15. Research and Development SOPs:
- Research project planning and execution
- Data collection and analysis methodologies
- Intellectual property protection procedures
- Collaboration and knowledge sharing protocols
16. Crisis Management SOPs:
- Crisis communication and response plans
- Emergency contact information and protocols
- Business continuity and disaster recovery procedures
- Media relations and public relations strategies
17. Travel and Expense SOPs:
- Travel booking and itinerary management processes
- Expense reimbursement and approval guidelines
- Travel policy compliance and documentation requirements
- Travel safety and security protocols
18. Social Media and Online Presence SOPs:
- Social media content creation and posting guidelines
- Online reputation management strategies
- Social media monitoring and engagement procedures
- Brand BIBLE consistency and voice guidelines
19. Supply Chain and Logistics SOPs:
- Vendor selection and management processes
- Inventory management and stock replenishment procedures
- Order fulfillment and shipping guidelines
- Supply chain optimisation and cost reduction initiatives
20. Environmental Sustainability SOPs:
- Waste management and recycling procedures
- Energy conservation and efficiency measures
- Environmental impact assessment and mitigation strategies
- Sustainable procurement and sourcing guidelines
- Phone etiquette and answering calls
- Email communication guidelines
- Internal communication protocols
- Communication with clients or customers
2. Administrative SOPs: largely automated
- Document management and filing procedures
- Data entry and record-keeping guidelines
- Appointment scheduling and calendar management
3. Workflow Gannt SOPs:
- Task assignment and delegation procedures
- Workflow and task management tools usage
- Time management and prioritization guidelines
- Project management processes
4. Training and Onboarding SOPs:
- New employee orientation and onboarding procedures
- Training program development and implementation
- Training material creation and distribution guidelines
- Performance evaluation and feedback processes
5. Customer Service SOPs:
- Frontline departmental Ai Assist, ticket and help desk
- Sign off agreement Terms and conditions
- Customer inquiry handling and escalation protocols- Complaint resolution procedures
- Customer satisfaction measurement and feedback collection
- Service recovery processes
6. IT and Technology SOPs:
- Computer and software usage guidelines
- Network and internet security protocols
- Data backup and recovery procedures
- Troubleshooting and technical support processes
7. Human Resources SOPs:
- Recruitment and selection procedures
- Employee performance evaluation and
- Employee onboarding and offboarding processes
- Leave management and time-off requests
- Performance management and disciplinary procedures
- Employee benefits administration
8. Financial SOPs: Available from Maurice Watts
- Budgeting and financial planning processes
- Expense management and reimbursement guidelines
- STRIPE Invoice processing and accounts payable procedures
- Financial reporting and analysis
- Master Business planner
- Concise Business plan
9. Health and Safety SOPs:- Emergency response and evacuation protocols
- Workplace hazard identification and risk assessment
- Accident reporting and investigation procedures
- Safety training and awareness programs
10. Quality Control SOPs: Gannt
- Quality assurance and control processes
- Product or service inspection and testing guidelines
- Non-conformance and corrective action procedures
- Client Sign off procedure
11. Marketing and Sales SOPs:
- Marketing and Sales responsibility
- Lead generation and prospecting strategies- Sales pipeline management and CRM usage
- Marketing campaign planning and execution
- Brand Bible and promotional material guidelines
- Description of Brand Bible contents
- Sales Agency agreement sign off
- Affiliate client referral form example
- Contract management and review processes
- Intellectual property protection measures
- Privacy and data protection policies
- Regulatory compliance procedures
- Sales Agency agreement sign off
- Non circumvention agreement sign off
13. Facilities and Maintenance SOPs:
- Building maintenance and cleaning schedules
- Equipment maintenance and repair protocols
- Facility access and security procedures
14. Event Management SOPs:
- Event planning and coordination processes
- Venue selection and booking guidelines
- Event promotion and marketing strategies
- On-site event QR management and logistics
- Approved Lares VA print design sign off before print
15. Research and Development SOPs:
- Research project planning and execution
- Data collection and analysis methodologies
- Intellectual property protection procedures
- Collaboration and knowledge sharing protocols
16. Crisis Management SOPs:
- Crisis communication and response plans
- Emergency contact information and protocols
- Business continuity and disaster recovery procedures
- Media relations and public relations strategies
17. Travel and Expense SOPs:
- Travel booking and itinerary management processes
- Expense reimbursement and approval guidelines
- Travel policy compliance and documentation requirements
- Travel safety and security protocols
18. Social Media and Online Presence SOPs:
- Social media content creation and posting guidelines
- Online reputation management strategies
- Social media monitoring and engagement procedures
- Brand BIBLE consistency and voice guidelines
19. Supply Chain and Logistics SOPs:
- Vendor selection and management processes
- Inventory management and stock replenishment procedures
- Order fulfillment and shipping guidelines
- Supply chain optimisation and cost reduction initiatives
20. Environmental Sustainability SOPs:
- Waste management and recycling procedures
- Energy conservation and efficiency measures
- Environmental impact assessment and mitigation strategies
- Sustainable procurement and sourcing guidelines
Book time SOP categories
1. Objective: Clearly state the purpose or goal of the SOP.
2. Scope: Define the boundaries and limitations of the procedure.
3. Responsibilities: Identify the roles and responsibilities of the individuals involved.
4. Procedure: Outline the step-by-step instructions for completing the task or process.
5. Safety Precautions: Highlight any safety measures or precautions that need to be taken.
6. Troubleshooting: Provide guidance on how to handle any common issues or problems that may arise.
7. Documentation: Specify any required documentation or record-keeping associated with the procedure. 8. Review and Approval:
9. Training and Implementation: Maltix provides adequate training to employees, ensuring they understand the SOP and can follow it correctly. This may include hands-on training, demonstrations, or online modules.
10. Continuous Improvement: SOPs are self governed with editorial access for virtual Assistants via Toggl and Asana
11. Documentation Control: This includes version control, secure storage, and accessibility to authorised personnel. Maltix ensures that the most up-to-date version of the SOP is being used and prevents unauthorised modifications.
12. Compliance and Auditing: Maltix SOPs play a crucial role in ensuring compliance with industry standards, regulations, and quality