Standard Operating Procedure Template
Establish Clear Ways of Working
Map out effective processes for various aspects of your business and establish formalized procedures across your organization.
- Visual tools to clearly communicate SOPs
- Real-time collaboration to create SOPs with all relevant stakeholders
- Multiple templates and frameworks to design SOPs in multiple formats
- Visual tools to clearly communicate SOPs
- Real-time collaboration to create SOPs with all relevant stakeholders
- Multiple templates and frameworks to design SOPs in multiple formats
Easy Tools for Visualizing Your SOPs
Easy drag and drop tools and extensive shape libraries to easily create more visual elements to explain various components of your SOP better.
Multiple pre-made templates for SOPs, onboarding processes, workflows and more.
Add detailed docs, attachments, images, and links to different elements of your SOP to provide employees with all the relevant information they require.
Shareable whiteboard with built-in brainstorming tools like mind maps and post-it note walls to ideate around potential changes to SOPs for continuous improvement.
Centralize All Information
Create custom databases to keep all documents, guidelines, and FAQs in one place.
Navigation structure to create a table of contents for quick reference.
Infinite canvas and frames to organize and document sub processes, identify responsible parties, visualize connections between processes and much more.
Built-in tools to create dynamic and interactive presentations, reports, and dashboards to onboard new employees.
Embed your SOP in any site or intranet to give quick access to others with a secure link or export them to publish or print.
Establish SOPs together
In-app video and audio calls to work with your remote teammates like you are in the same room to discuss SOP’s.
Multi-user collaboration with asynchronous editing to collaborate and constantly update SOPs when required.
@mention comments to direct people to get things done or clarify things and comment threads to have discussions and follow-ups on the same canvas.
Multiple access levels and roles to streamline managing, sharing, editing, and reviewing organizational SOPs.
Smart notifications to stay updated on changes other stakeholders make to SOPs.
What are Standard Operating Procedures?
A standard operating procedure is a set of written instructions that describes the step-by-step process that must be taken to properly perform a routine activity. SOPs should be followed the exact same way every time to guarantee that the organization remains consistent and in compliance with industry regulations and business standards.
How to Create Effective Standard Operating Procedures?
- Begin by defining the task’s goal and understand why that goal needs an SOP.
- SOPs must be written and designed by individuals who routinely perform the task and are directly accountable for its outcome.
- Identify the most effective format to communicate the SOP- it may be a flowchart- numbered steps, hierarchical steps or others. The goal is to create a document that is easy to understand and helpful for the work at hand.
- Then identify all the task dependencies and list down how a particular task may be reliant on another task in the organization.
- Once you have the outline of your SOP ready, begin to fill out all the steps required to complete a process in the most comprehensive way you can.
- After you have completed a draft of the SOP, make sure you test it. Have someone perform each step exactly as in the procedure. The creators of the SOP should observe the process and revise anything that causes hesitation or confusion.