Why Should You Use a Standard Operating Procedure Template?
Every company needs a solid organization to run things smoothly and not interfere with each other. For example, having too many meetings will result in less productivity since that time could be spent on actual work. Most companies are divided into several departments, and if they want to be productive, they must operate in sync with each other.
With proper management, every company will operate at its best capacity. It’s like owning a car – with routine checks, tune-ups, tests, and everyday care, it will look and perform like brand new. But how to ensure that your team stays productive and organized at all times? The answer is SOP (Standard Operating Procedure). Having a clear, cohesive, and intuitive SOP is much more valuable than a lengthy document explaining all the inside rules.
There is no better resource for aligning and informing team members on basic expectations and how to apply them efficiently. Creating a valuable SOP document isn’t easy, but we’ve got you covered. Here, you will find a few standard operating procedure templates for various companies. You’ll also learn how to write your own Standard Operating Procedures (SOPs).
Why Should You Use a Standard Operating Procedure Template?
What is a Standard Operating Procedure?
A standard operating procedure (SOP) shows how to accomplish a specific task step by step. It’s especially useful for routine tasks with repeatable workflow. It’s like a guide to a specific process – you simply check what’s done to stay organized and not miss anything along the way. It also ensures consistency, reliability, and efficiency by showing everyone that we have quality standards to maintain.
Not to mention that such a guide ensures your team members will stay ahead of their workload and monitor their progress. And lastly, it will help improve a company’s valuation because any potential owner will consider it as a passive income investment. Not bad for a single document!
Benefits of SOPs
Since we now know what standard operating procedures are, it’s time to discuss the perks of using one. We already mentioned good workflow management thanks to the clear-cut instructions for team members it provides.
However, it’s not the only reason why you can achieve quality results. Here’s a breakdown of other significant perks when using a SOP template.
Increased Compliance
Every organization has its own unique SOP format, but they all share the same purpose. It’s a reliable source of best practices that employees should always follow. It eliminates any unnecessary steps from their workflow and ensures that every task is completed in the same manner.
Better Onboarding Process
If you work for one company for several years, you do most things automatically out of habit. The problem arises when you have to teach a new employee his responsibilities. However, everyone may have their own methods because there isn’t one unified workflow. It’s extremely confusing and only escalates the problem because our freshman doesn’t know who to listen to.
With SOPs, this isn't the case. They are extremely helpful when onboarding new team members and instantly show that everything is unified and well-organized. They instantly feel more productive and comfortable knowing that everything is transparent.
Quality Control
A good SOP ensures everything is clear, cohesive, and easy to follow. You don’t have to worry about who’s on the task today because digestible instructions in the document clearly show how he’s handling the task. You’re keeping the team’s long-term goals at the front of each project, and you can instantly make changes when possible.
Standardized Training
SOP templates define the steps for each task so they can be done equally every single time. It’s not only useful for experienced employees but also for freshmen. Regardless of experience, routine tasks are done the same way each time, so showing everything in SOP is much easier.
It’s easy to forget some small details when explaining something, especially when you’ve done that for years. Using SOP as a guide creates a standardized training process, and you’re more convenient that everything will run smoothly.
Increased Profitability
Without a doubt, the most important benefit. The delivery of high-quality products and services must be consistent. Following SOPs helps improve the company’s standards which results in customer satisfaction. Consider it as one of the ways to ensure smooth business processes.
For example, when running a hotel, you have to take care of housekeeping, bed making, dining, performing pest control treatments, etc. With SOP, you’ll have everything in one file, providing superb customer care with consistently high standards.
Standard Operating Procedure Formats
SOPS are extremely versatile and can be used in almost any business type. They are suitable for most businesses, and depending on your needs, SOP can take many forms. Here are some of them.
Checklist (Simple)
Probably the simplest SOP you can have. Definitely, a handy starting point if you want to learn how an SOP template works. It's suitable for tasks where you don’t have to follow a specific order. What matters is to check and verify everything before moving on.
Simply use MS Word to create a header, and insert checklist items. Then send the file to your employees. Depending on the number of tasks, it will take you several minutes at best. There’s nothing more to say here; use this format if you want a simple run-through before sending a project for final approval.
Include the following:
- A statement of purpose.
- A short summary.
- Person responsible for each step.
Step-by-Step List (Simple)
Very similar to a checklist SOP if you want to complete tasks in a specific order. Some tasks need more detailed instructions so writing the necessary steps in the correct order is always helpful. Include the same details as in the above example.
Hierarchical Format
While the first two formats are designed for simple workflow tasks, this one is more complex. A hierarchical list is best used for procedures with multiple steps, often involving different solutions. While simple lists include steps from 1 to 3, a hierarchical SOP will add steps 1a, 1b, and so on.
Let’s say step 1 instructs you to log in to your account. But, step 1a includes your username and step 1b password you must use. That’s how hierarchical steps work. Of course, that’s a rough example of using hierarchical steps, but you get the idea. You can also format them as checklists for more convenience.
Include the following:
- A statement of purpose.
- An overview or summary.
- Step-by-step instructions for each task and links to its related checklists or action plans.
- A person or team responsible for each task.
Flowchart Format
Flowcharts are used for projects where you can’t predict the final results. This is the way to go if you want to monitor your progress for projects with several possible outcomes. With this format, you can keep track of and plan your procedures. By noting the outcome of each step, it’s easier to plan the direction of your next step. Knowing the right path will help you to achieve consistent outcomes.
Include the following:
- A statement of purpose or introduction.
- An easy-to-read diagram or flowchart describing what happens in various scenarios.
- People responsible for each step.
Tips to Write Standard Operating Procedures Effectively
Knowing the different types of SOPs is one thing, but using them in practice is another. You must specify which SOP type is best suited for your business and have a workflow plan. Easier said than done, and that’s why we provide you with essential tips when creating a good SOP plan.
State a Clear Purpose
Maybe a simple checklist will be enough? Or your business requires a specific task order? What is your workflow? Why write an SOP for this process? State a clear objective of what has to be done and why it’s important. Make your staff understand why they are following the relevant SOP procedures instead of performing a process for the sake of the process. Here’s an example overview of an SOP written for employees.
Office housekeeping:
The reason for creating this SOP is to ensure our work is consistent and our workstations are free of debris and clutter. This will help our team improve productivity and maintain a safe work environment.
Involve Employees
They’re the ones who will use the SOP, so ask for feedback and use their input! They’ll be more eager to follow it if they see your trust, and the outcome will be much more positive.
Define the Scope
Include every task your team has to cover during the routine work. It should include the relevant duties and responsibilities and who is assigned to each. Specify if it has to be completed in order or not. We will once again refer to our office housekeeping example to help you understand our point.
Example:
We created this standard operating procedure to guide facility management staff with housekeeping duties:
- Window cleaning.
- Carpet care.
- Dusting.
- Waste disposal.
This document doesn’t cover equipment damage and repair work. If that’s the case, refer to the office incident report SOP.
List the Procedures
List all the steps and processes required to complete a certain task. Keep them in order based on your needs and ensure they’re easy to read. Be as concise and direct as possible, and don’t include anything irrelevant. You can even add some pictures for a better presentation.
General FAQ
Include some general questions to ensure an organized execution of tasks and activities. Here are some questions following our housekeeping example:
- Is the room free from clutter or other unnecessary items?
- Is the place cleaned frequently?
- Are floors vacuumed regularly?
- Are windows spot cleaned with appropriate glass cleaners?
- Are necessary protective gear such as gloves and goggles sued when cleaning?
MS Word Standard Operating Procedure Templates
With the theory out of the way, it’s time to include some examples. Developing SOPs from scratch can be harsh, but it doesn’t have to be. The best solution is to use an SOP template as a base and modify it to your needs. You’ll complete it faster and get a fresh perspective on the process. Also, they are completely free!
There are tons of different templates to choose from, so it might get confusing. Here are our favorite templates for most use cases you can use with Microsoft Word. We've got you covered if you don’t have a word-processing program. At RoyalCDKeys, you can find Microsoft Office 2021 Professional Plus Key Retail Global for less than $9 for a full package. Is everything ready? Then let’s get started and use one of the provided SOP examples!
Standard Operating Procedure Template
The most standardized template for MS Word you can find. It’s not very advanced, but it covers the essential areas you need to include to call it a proper SOP. You can use this template whether you want your team to do things in order or not. If you want a unified workflow in the simplest form possible, this one is the way to go. Simply edit the document to your specific use case, and you’re done.
Download:
Company SOP Template
This one is more advanced and designed to deal with multiple use cases. Whether you’re working with medical equipment or want to lay down marketing operations, this template will get you covered.
You can use it both as a writing template and a user guide within each section that explains how to approach each task. Microsoft has done a great job and shown everyone what a multi-purpose template should look like.
Download:
Medical Technician SOP Template
This template is aimed at a specific group of people, in this case, medical technicians. Safety is crucial in their work, so you can use this to efficiently review exposure controls, engineering controls, storage and handling requirements, waste management, emergency procedures, and much more. A proficiency and authorization statement is also included.
Download:
Restaurant SOP Template
Running a restaurant is not an easy feat, and it’s one of those businesses where you can’t mitigate a proper organization and workflow. You need to monitor deliveries, expiration dates, and exclusive internal standards of your restaurant.
With this template by ClickUP, you can set you own business methods and operations, serving as a guide and reference for your employees. Use this for the effective and successful operation of a restaurant.
Download:
Restaurant SOP Template by ClickUp (you must register first)
HR SOP Template
A proper and unified workflow is the basis of HR (Human Resources). It’s up to the team leader to set company goals, streamline daily processes, and distribute their time more efficiently. Manual business processes are currently a no-go in this business, but they are also a perfect area to incorporate new ways of automating repetitive tasks.
ClickUp provides a flexible HR template to automate necessary processes and distribute everything to the entire department. You can organize every HR duty, from recruitment to offboarding.
Download:
HR SOP template by ClickUp (you must register first)
Conclusions
Most successful companies have routine practices to maintain consistency and provide high-quality services at all times. Everyone in a company is responsible for that, so managers ensure it stays that way. That’s why effective leadership teams go a step further. They manage workflows by providing clear instructions, so no one’s ever confused about how to handle specific tasks.
They implement standard operating procedures to automate everything and make it easier for everyone. With our selected templates, you’ll be able to work with your employees on the same page. Not to mention that any inconvenience can be undertaken in a timely manner. TLDR: no more paperwork being filed away and forgotten.
Frequently Asked Questions
1. What is a Standard Operating Procedure?
It’s a document with step-by-step instructions to help workers complete their tasks.
2. What is the purpose of an SOP?
SOP helps to unify workflow within the company so everyone is undertaking tasks the same way, every time.
3. Why do I need SOPs?
SOPs reduce miscommunication between employees and helps to achieve consistent quality and performance.
4. What information should be included in an SOP?
A good SOP should consist of procedures for carrying out different tasks, legal information, health and safety measures, sales policies, dates, and signatures of people who created and approved the document.