SOP Template

• SOP identification number:

• Title of SOP (Task SOP is for):

• Department, team, or group SOP applies to:

• Date SOP was created:

  Date

• Date SOP was finalized:

  Date

• Date SOP was revised:

  Date

• SOP prepared by:

• Other people involved in writing SOP:

Purpose

• Describe in detail the task or process this SOP is for:

• Why write an SOP for this task or process?

• What about this task or process needs to be improved?

• What does this SOP need to accomplish?

• Based on the answers provided above, what exactly is the purpose of this SOP?

Scope

• This SOP covers the following areas:

• Areas not covered by this SOP:

• Limitations of this SOP:

• When should this SOP be used?

• When should this SOP not be used?

• Select the "+" icon to add a step

-->Step

• Step:

• Add photo (optional):

  Media
[Instruction]

• Instruction:

• Add photo (optional):

  Media
{Detail}

• Detail:

• Add photo (optional)

  Media

• What does success look like?

• How will we know if we've succeeded?

• How much weight will we give to the effect of the SOP on productivity or efficiency?

  Very Important

  Somewhat Important

  Not Important

• How much weight will we give to the intended audience of the SOP actually using the SOP and liking it or finding it helpful?

  Very Important

  Somewhat Important

  Not Important

• Who are the members of the department, team, or group this SOP applies to? // State their names, job titles, and what will they be responsible for regarding this SOP. Follow the format: [Name]-[Job Title]: [SOP Responsibility] //

• For responsibilities with deadlines, create an action by selecting the "Action" icon. Then, assign it to the relevant person and set a due date.

• What are the responsibilities of the people involved in writing this SOP? // State their names, job titles, and what will they be responsible for regarding this SOP. Follow the format: [Name]-[Job Title]: [SOP Responsibility] //

• For responsibilities with deadlines, create an action by selecting the "Action" icon. Then, assign it to the relevant person and set a due date.

• Other people in the business who are involved in this SOP or are stakeholders in this SOP: // State their names, job titles, and what will they be responsible for regarding this SOP. Follow the format: [Name]-[Job Title]: [SOP Responsibility] //

• Below are two ideas for testing. If you've decided to push through with an idea, select the checkbox before it.

• Ask the team for whom the SOP is intended to use it for just one day or for one shift to see if it works.

• Experiment with different conditions and situations to find out if the SOP is adaptable or versatile enough.

• Record observations:

• Record test results:

Reevaluating the SOP

• What worked?

• What didn't?

• What are the weak spots of the SOP?

• What are the strengths of the SOP?

• Name and Approval Signature

  Sign

• Name and Approval Signature

  Sign

• Name and Approval Signature

  Sign

• Name and Approval Signature

  Sign

• Name and Approval Signature

  Sign

• When all approval signatures are given, this SOP will be considered finalized. You may start planning for implementation.

• SOP needs to be implemented by:

  Date

• Review SOP on:

  Date

• ^ Create the action -Review SOP- by selecting the "Action" icon. Then, assign the action to yourself or the person responsible for reviewing the SOP. Set a due date.