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10 Step Plan For Writing Standard Operating Procedures

This week we start a series of articles on how to write Standard Operating Procedures (also called SOPs). The aim is to introduce the key concepts involved in:

  • Designing
  • Writing
  • Formatting
  • Testing and
  • Maintaining Standard Operating Procedures (SOPs)

These tutorials will look at how you can put together a team of writers who can write procedures to an acceptable level so that your company is better organised, both internally and customer-facing.

Learn more about this Standard Operating Procedure (SOP) template

Download this template – MS Word

Download this template – Apple iWork Pages

Is it for experts of beginners?

We’ll start with the fundamentals and then work our way up to more complicated areas. For example, we’ll look at how to get funding for your project, how to write technical writers and how to use naming conventions so that you can find document more easily once they have been archived.

10 Step Plan to Writing Standard Operating Procedures

The process of developing Standard Operating Procedures (SOPs) involves ten steps.

The approach we will use is to assume that you are starting from scratch and want to develop your SOPs in a structured manner. This means that along with writing the SOPs, you will also have them written in a way that allows others to find them, update them and share them where necessary.

  • Organise the Procedure Writing Team
  • Get Support from Management
  • Define Team Procedures, Templates and Style Guides
  • Information Gathering Phase
  • Examine As-Is Processes
  • Explore To Be Processes
  • Write the Standard Operating Procedures
  • Test the Standard Operating Procedures
  • Sign-Off the Standard Operating Procedures
  • Release the SOPs
  • Maintain the SOPs

How about Style Guides and Templates?

We will also look at how to setup style guide, templates, and adopt naming conventions for all procedures.

What else will the course include?

Some of the other topics will include:

  • Role and Function of SOPs
  • How to conduct a Needs Assessment
  • How to implement SOPs
  • How to Evaluate SOPs
  • How to create SOP templates
  • How to format SOPs, Process, and Flowcharts
  • How to define a SOP

At the end of the course, we’ll share some free sample SOPs and other resources that will help you write your procedures.

That’s it for now.

From tomorrow, we will begin to walk you through the entire process and look at each step involved in creating your procedures.

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