How to Document a SOP

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Documentation

Standard operating procedures (SOPs) document work processes that needed to be followed within organization. SOPs ensure that the workflow will not be halted when employees move on to other opportunities.

If you have been tasked with writing SOPs, just follow these simple rules.

Things You'll Need

  • Knowledge of work procedures within the organization and access to the appropriate employees and existing documentation
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Instructions

  1. Put the SOPs together

    • 1

      Ask employees for any existing documentation they may use to complete their work and include this documentation in the standard operating procedures SOPs. Make sure to access all the individuals who use this work procedure.

    • 2

      Set up a format that works for your organization. This usually means establishing the level of documentation needed for the work procedures in your organization.

      Don't make the SOPs too in depth if unnecessary, but make sure not to leave out necessary chunks of information.

    • 3

      Include a title page and a table of contents. Then write the SOPs in a step-by-step format, detailing each facet of the process for completing the tasks.

    • 4

      Have the appropriate people review the SOPs. Always make sure that the employees who are involved in the particular work process sign off on the SOPs, but also have management and any safety or security inspectors review them.

    • 5

      Establish a procedure for having the SOPs periodically reviewed and updated. The procedure should include a document control system that is logical and easy-to-use.

Tips & Warnings

  • SOPs written in a step-by-step format are easier to use and update.

  • Don't skip the table of contents because your SOPs aren't very long since you don't know how the SOP will grow over time.

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References

  • Photo Credit bandage procedure image by Keith Frith from Fotolia.com

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