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One of the top challenges faced by any business is ensuring the delivery of the same experience to customers every time. This challenge is amplified the larger an organization becomes. One of the best ways to ensure consistency across all facets of your organization is to create and implement standard operating procedures.
A standard operating procedure is a document that contains specific instructions that explain exactly how to execute a routine activity. When employees follow an SOP exactly, they should produce the same results every time.
Processes and SOPs both include a list of specific instructions to help someone complete a task. Processes are high-level. SOPs include more detail, workflows and specific assignments that ensure processes are completed according to industry or company standards.
Processes explain how to achieve an outcome but don’t go into the details of what specifically to do to get to that outcome. Processes that don’t need to be done a specific way don’t need SOPs. For example, a process for creating an original piece of artwork might include instructions on how to get to the studio, where to find supplies and how to unlock the supply cabinet, but it wouldn’t specifically instruct the artist about which brush strokes to make or which colors to use. However, if you wanted someone to use a printer to exactly replicate a print of a specific painting the same way every day, an SOP that details the specific steps to take to ensure that every print is the same may be useful.
Ironically, there is no standard operating procedure to explain how to create a standard operating procedure. This is because the process may look a bit different for different organizations; however, these steps will help you get started:
Start by establishing your goal for the SOP you are writing. For example, if you are writing an SOP for opening a retail location, your goal may be to ensure the store is ready for the arrival of the first customer by the store’s posted opening time.
If you already have some SOPs for other procedures, you may want to use the format from those SOPs as a standard operating procedure template. If you are starting fresh, consider using a commonly used format:
Talk to the people who will be following the SOP. Ask them how they think the task should be completed. As you create new drafts, ask them to review your drafts and make suggestions.
Some SOPs may rely on other SOPs. Decide whether you can reference those other procedures or if you need to include those procedures in the document you are creating. A map or flowchart may help you illustrate where the dependencies are.
To write an effective SOP, you need to understand the people who will be following it. Ask yourself several questions:
Outline the elements you want to include in your SOP. There are several common elements included in most documents:
Title Page
Your title page consists of several components:
Table of Contents
If your SOP has many pages, a table of contents will make it easier for people to find specific information in the document.
Specific Procedures
IThis is the portion of the document that contains the step-by-step procedures that the employees must follow. This section should also include several other components:
Use your outline and your template to create the first draft of your SOP.
Once you have completed the first draft of your SOP, send a copy of it to the members of your team. Ask them to make note of any technical and grammatical errors. Follow the procedures yourself to see if you achieve the outcome you expect. Ask your team to follow the procedures and report any language that isn’t clear and any steps that didn’t lead to desired results. Use the feedback you receive to make revisions and improvements. Repeat these steps until you and all of the stakeholders are satisfied with the document.
Provide copies of the completed and approved SOP to everyone who needs to use it. Review the document every six to 12 months or whenever a problem with the process occurs to identify any changes or improvements that need to be made.
Fluix can make it easier for you to create your standard operating procedures by helping you automate business workflows, digitize your documents and capture electronic signatures. Contact us online to find out more about how we can help.