Title Page

  • SOP identification number:

  • Title of SOP (Task SOP is for):

  • Department, team, or group SOP applies to:

  • Date SOP was created:

  • Date SOP was finalized:

  • Date SOP was revised:

  • SOP prepared by:

  • Other people involved in writing SOP:

Purpose and Scope

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?

Procedure

  • Select the "+" icon to add a step

  • -->Step
  • Step:

  • Add photo (optional):

  • [Instruction]
  • Instruction:

  • Add photo (optional):

  • {Detail}
  • Detail:

  • Add photo (optional)

Success Metrics

  • 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?

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

Responsibilities

  • 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] //

SOP Testing

  • 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?

Approval Signatures

  • Name and Approval Signature

  • Name and Approval Signature

  • Name and Approval Signature

  • Name and Approval Signature

  • Name and Approval Signature

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

  • SOP needs to be implemented by:

  • Review SOP on:

  • ^ 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.

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.