C.A.S.E. Method
SOP Resources
This page lists the three key documents we use to ensure every C.A.S.E. Method Meeting leads to permanent process improvements. Each resource includes a short description and guidance on who should have it. MAKE A COPY.
Purpose: Provides the official, living playbook for a specific task or process. Includes process steps, decision points, success examples, pitfalls, knowledge gaps, and a change log to track improvements over time.
Who Gets It:
• Managers/CEOs: To maintain, review, and approve updates.
• Delegates: To follow the current best process and update it after C.A.S.E. meetings.
Purpose: Outlines the step-by-step process for turning insights from a C.A.S.E. Method meeting into updates for the SOP. Ensures every meeting results in a better, more accurate process document.
Who Gets It:
• Managers/CEOs: Full document for oversight of the improvement cycle.
Purpose: A meta-SOP explaining the overall purpose, scope, and best practices for keeping SOPs current after C.A.S.E. meetings. Reinforces why updating is necessary and how it builds institutional knowledge.
Who Gets It:
• Managers/CEOs: Full document to reinforce process improvement culture.
• Delegates: Optional — can be provided if you want them to understand the bigger picture behind the update process.
Note for All Team Members:
SOPs are living documents. After each C.A.S.E. Method meeting, the delegate updates
the SOP first, then the manager/CEO reviews and finalizes it. Always use
Suggesting Mode in Google Docs for edits and Comments for notes.