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Standard Operating Procedure Writing Course

This is the Table of Contents for our free online course on writing  Standard Operating Procedures. These are also known as SOPs and are used across different industries, such as Government agencies, Health practitioners, Emergency responses, Military operations, and Clinical research organizations.

They are also used in the IT industry for capturing business processes, Operations, Maintenance, Configuration, and other process-driven activities. 

Table of Contents

  1. Before you Start Writing Your Standard Operating Procedures
  2. How To Find Procedure Writers
  3. How to Get a Budget
  4. How To Cost The SOP Project
  5. How to Get Management Support For Your SOP Project
  6. How to Find An Executive Champion
  7. How To Setup the Procedure Writing Team
  8. How To Define Roles in the Procedure Writing Team
  9. How to Create SOP Writing Guidelines
  10. How to Organize the Information Gathering Phase
  11. How to Test the Current As Is Business Process
  12. How to Examine Alternatives To The Current As Is Process
  13. How to Write Standard Operating Procedures
  14. How to Write Your First Procedure
  15. How to Number Each Step in the Procedure
  16. How To Capture Exceptions in Procedures
  17. How to Use If Then Tables For Complex Procedures
  18. How to Test Standard Operating Procedures
  19. How to Get SMEs to Test Procedures
  20. How & When to Sign Off the Procedure
  21. How to Publish the Standard Operating Procedures
  22. How to Control Documents
  23. How to Use Track Changes
  24. How to Use Naming Conventions
  25. How to Convert SOPs to PDF
  26. How to Upload SOPs to the Document Management System
  27. How to Create a SOP Document Archive
  28. How to Backup SOPs Archives & Store Offsite
  29. How to Implement Procedures
  30. How to Schedule Assessments

Standard Operating Procedures Writing Course

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 Procedures

These tutorials look at how you can organize a team of writers who can write procedures to an acceptable level, so your company is better organized, both internally (such as Operations) and externally (e.g. Customer Support).

We will start with the basics and then show you how to write clear, unambiguous, easy-to-follow procedures.

After these lessons, we will then look at more complicated areas, such as:

  • how to get funding for your project (if there are no procedure writers in your company)
  • how to work with technical writers, who may be able to support your project
  • how to use naming conventions so that you can find the documents more easily once they have been archived.
  • how you can maintain the procedures after they have been released. 

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.

  • Define Your Goals
  • Get a Budget
  • Create the Documentation Plan
  • Get Support from Management
  • Hire the Procedure Writing Team
  • Define Templates and Style Guides
  • Create Naming Conventions
  • Create Numbering System
  • Gather Information
  • Examine Current As-Is Processes
  • Identify weaknesses in current Process
  • Draft To Be Processes
  • Review Processes with SMEs and Users
  • Write Procedures and process maps
  • Test the Procedures
  • Sign-Off the Procedures
  • Release the Procedures
  • Publish to different formats, such as PDF, HTML, XML
  • Maintain the Procedures
  • Backup Procedures
  • Archive Procedures where necessary

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:

  • How to define the role and purpose of SOPs
  • How to conduct a Needs Assessment
  • How to define a SOP
  • How to evaluate SOPs
  • How to create SOP templates
  • How to format SOPs, Process, and Flowcharts
  • How to implement SOPs
  • How to maintain SOPs

At the end of the course, We will 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.

If there is something that you¡¯d like us to clarify or expand upon then please share it in the comments section below.

See you then.

PS - you may want to add this site to your RSS reader or subscribe to the Newsletter. That way you'll get all the blog posts to your inbox and won¡¯t miss any tutorials.

Standard Operating Procedure Template - Download Now Standard Operating Procedures (SOP) Template
Standard Operating Procedures (SOP) Template Standard Operating Procedures (SOP) Template

Document Control

  • Process Improvement - writing SOPs provides opportunities to refine current processes. Feedback received during this activity helps identify limitation of the current processes and potential problems that may arise.

Document Control

  • Regulatory requirements - SOPs help address legislative and regulatory requirements. Developing and maintaining SOPs is an effective way to address safe work practice regulations.
  • Staff Performance - SOPs clearly describe what staff are expected to perform in the workplace. SOPs remove ambiguity and provide an objective mechanism for evaluating their performance.
  • Standardization - SOPs identify roles and responsibilities. SOPs clarify decision-making requirements and chain of commands.

Clarifications Spreadsheet

  • Training material - SOPs can be used in training programs, workshops and exercises. SOPs improve the understanding of work requirements and identify potential problems.

Buy this template

Download the SOP Template Pack

The templates included in this pack are in Microsoft Word and Microsoft Excel format. You can download all templates online for only $9.99.

More details about the SOP template pack are here.

The template pack includes the following documents:

SOP Template (Detailed) 7 pages Download Word template
SOP Single Template 1 pages Download Word template
SOP Guidebook 11 pages Download Word template
Sample - RFP Pre-Issuance Procedure 7 pages Download Word template
SOP Log Book 7 pages Download Word template
SOP Document Control 3 pages Excel templates
  • Standard Operating Procedures (SOP) Manual - this is used for writing and maintaining multiple SOPs, for example, all SOPs for the HR Department.
  • Standard Operating Procedures template - this is used for writing and maintaining standalone SOPs.
  • Standard Operating Procedures Guidebook - this describes how to write SOPs. The guidebook includes the following sections:
    • Planning
    • Requirements
    • Writing Standard Operating Procedures
    • Level of Detail
    • Consistency
    • Writing Style and Language
    • Writing Conventions
    • Numerical Information
    • Component Information
    • Procedure Titles
    • Headings
    • Step Numbering
    • Procedure Organization
    • Revision Status
    • Precautions and Limitations
    • Prerequisites
    • Terms, Definitions, Acronyms, and Abbreviations
    • Writing Action Steps
    • Writing Conditional Action Steps
  • Standard Operating Procedures Log Book - this is used for controlling new SOPs, numbering SOPs, and ensuring that all SOPs are authorized before creation.
  • Excel spreadsheets - these 3 Excel files will help you manage document control, clarifications that arise during the analysis phase and monitoring roles and responsibilities.
  • Sample template - this sample template documents the pre-issuance procedure when developing Request for Proposals.

Document Control

Download Now for $9.99 - Buy Here!

Buy this template

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Supports Windows 98, 2000, 2003, 2007, 2010, XP, Vista & Apple Mac

* Note: All prices are in US$ and for a single user license.

FAQs

Q: What file formats are the templates?

A: Microsoft Word and Excel. The files work in Word 97-2010. They also work on Apple Macintosh. 

Q: How soon can I download them?

A: You can download the files instantly.

After you pay online, you are automatically sent to a page where you can download the templates online.

Q: What is the End User License Agreement?

A: You can read the License Agreement here

Need to know more?

Drop me a line at ivan at klariti dot com and I'll get back to you asap.



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