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.
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.