Purpose and Timing
Perform a quarterly audit during the first month after each quarter to ensure every recurring client task has a current, usable SOP.
Coverage and Content Review
Compare active client tasks with SweetProcess. Check that each SOP has clear instructions, required systems, current links/templates/screenshots, deadlines, quality checks, documentation rules, escalation steps, an owner, and a current review date.
Corrections
Identify new, changed, duplicate, or obsolete procedures. Assign each gap to an owner with a deadline based on risk and frequency; route HR procedures for HR review and escalate compliance, security, confidentiality, or client-delivery gaps.
Completion Standard
Record the audit date, client/process, issue, assignee, deadline, approval need, and status. Correct high-priority gaps within three business days and routine updates within ten business days.