Title Page
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SOP identification number:
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Title of SOP (Task SOP is for):
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Department, team, or group SOP applies to:
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Date SOP was created:
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Date SOP was finalized:
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Date SOP was revised:
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SOP prepared by:
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Other people involved in writing SOP:
Purpose and Scope
Purpose
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Describe in detail the task or process this SOP is for:
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Why write an SOP for this task or process?
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What about this task or process needs to be improved?
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What does this SOP need to accomplish?
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Based on the answers provided above, what exactly is the purpose of this SOP?
Scope
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This SOP covers the following areas:
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Areas not covered by this SOP:
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Limitations of this SOP:
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When should this SOP be used?
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When should this SOP not be used?
Procedure
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Select the "+" icon to add a step
-->Step
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Step:
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Add photo (optional):
[Instruction]
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Instruction:
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Add photo (optional):
{Detail}
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Detail:
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Add photo (optional)
Success Metrics
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What does success look like?
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How will we know if we've succeeded?
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How much weight will we give to the effect of the SOP on productivity or efficiency?
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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
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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] //
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For responsibilities with deadlines, create an action by selecting the "Action" icon. Then, assign it to the relevant person and set a due date.
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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] //
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For responsibilities with deadlines, create an action by selecting the "Action" icon. Then, assign it to the relevant person and set a due date.
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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
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Below are two ideas for testing. If you've decided to push through with an idea, select the checkbox before it.
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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.
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Experiment with different conditions and situations to find out if the SOP is adaptable or versatile enough.
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Record observations:
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Record test results:
Reevaluating the SOP
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What worked?
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What didn't?
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What are the weak spots of the SOP?
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What are the strengths of the SOP?
Approval Signatures
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Name and Approval Signature
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Name and Approval Signature
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Name and Approval Signature
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Name and Approval Signature
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Name and Approval Signature
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When all approval signatures are given, this SOP will be considered finalized. You may start planning for implementation.
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SOP needs to be implemented by:
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Review SOP on:
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^ 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.